Top 5 Charts of the Day – February 13th 2021

13 February, 2021

Warren Buffett’s Favorite Valuation Metric Is Ringing an Alarm – Bloomberg
*Link: https://t.co/HrtOLbFqbR pic.twitter.com/Ei4fVUJVgD
— Christophe Barraud (@C_Barraud) February 13, 2021

Morgan Stanley Warns Record Flood Of Retail Investors Is Buying The VIX, Could Trigger Huge Squeeze https://t.co/cPKdWhoaVL
— zerohedge (@zerohedge) February 12, 2021

VIX shorts back to pre-covid levels. pic.twitter.com/ExTcft9Idg
— zerohedge (@zerohedge) February 12, 2021

Everyone is NOT long Equities (continued):
Global Equity flows have reversed just a FIFTH of the record outflows since 2018 (source GS).
1) Similar to when the global economy was recovering from past Major downturns.
2) If history repeats, buyers may just be getting *started*. pic.twitter.com/32TxQ8rXqz
— Macro Charts (@MacroCharts) February 13, 2021

'Growth stocks trade nearly 12 times the P/B valuations of value stocks. The relative valuation has been close to this level only twice over the 57-year history of our analysis: the peak of the dot-com bubble and the nadir of the global financial crisis.' https://t.co/aT13H2inRK pic.twitter.com/qxnQ2aI0KF
— Jesse Felder (@jessefelder) February 12, 2021