Head of Research, Founder: @topdowncharts
Global Macro & Asset Allocation Research
(tweets = not advice)
NOTE: I will never DM you -- beware of scammers.
Stocks are beating Bonds like nothing we've seen in over 50 years 👀
This is starting to get extreme.
It's stretched well beyond average, and the thing is, extremes don't last...
Investor allocations to Bonds has drifted to the lowest level since...
*checks*
oh, just immediately prior to the Global Financial Crisis.
(and similar to dot com peak)
This is ..fine, right?
😬