— Christophe Barraud🛢 (@C_Barraud) January 4, 2021
$SPX Gamma Exposure 21DMA in the Top 9 days in data history (Top 0.37%).
Only a few days in JAN 2018 went higher.
Still rising – watching for a turn down, will revisit.
Happy New Year to everyone, good luck and good trading. pic.twitter.com/fzg5tCwT16
— Macro Charts (@MacroCharts) January 4, 2021
In markets and public health, the new year looks a lot like the one we just waved a grateful goodbye to. Bitcoin and Spacs give us some froth to worry about. https://t.co/9PKuQMSW38 via @bopinion pic.twitter.com/iTqEWOyX0e
— John Authers (@johnauthers) January 4, 2021
JPM thinks ESG theme has a lot further to run before it can be classed as bubble based on performance of historical bubbles. 5 major bubbles since 18th century have seen relevant asset class rise by avg of 1,401% before crash. Europ Renewables have only risen 204% over last 4yrs. pic.twitter.com/5kyS5qiVRn
— Holger Zschaepitz (@Schuldensuehner) January 3, 2021
Inflation expectations moving in tandem with the prospect of a Democratic sweep. Via Michael Purves at Tallbacken: pic.twitter.com/z4uM46KhXY
— Tracy Alloway (@tracyalloway) January 4, 2021