Is #value investing dead? Biggest value drawdown since 1826. Chart by @FT pic.twitter.com/LInpzSyDTz
— jeroen blokland (@jsblokland) October 26, 2020
European earnings: The downgrade cycle resumes… pic.twitter.com/UehDuTsR5U
— Daniel Lacalle (@dlacalle_IA) October 27, 2020
VIX remains stubbornly high given the rebound in ISM. Are investors too cautious or is the rebound in business sentiment overstated? The US yield curve continues to suggest a higher volatility regime well into next year, with a peak projected to take place in Q3 ‘21. pic.twitter.com/6Sge3PPdWX
— Julien Bittel, CFA (@BittelJulien) October 27, 2020
The US banking-system loan-to-deposit ratio hit a multi-decade low, with deposits rising much faster than loans (due to the Fed’s QE).https://t.co/XeymCmeqqW pic.twitter.com/3iRjcDisWJ
— (((The Daily Shot))) (@SoberLook) October 27, 2020
Turkish lira imploding: just dropped below 8.20 pic.twitter.com/nUsoki1vHP
— zerohedge (@zerohedge) October 27, 2020