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- DC Lite #270
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1. CFO optimism. CFOs are increasingly optimistic about both the economy and their own companies.
2. M2 vs. Bitcoin. "Bitcoin has been moving in sync with the global M2 money supply (on a 10 week lag). The current negative divergence is pointing to $80k for Bitcoin."
3. USD vs. Trump election. If 2016 is any indication, weakness lies ahead for the US dollar.
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4. Rebalancing flows. "Heading into month-end, the desk's model estimates $21 billion of US equities to sell from US pensions given the moves in equities and bonds — $21bn to sell ranks in the 86th percentile amongst all buy and sell estimates in absolute dollar value over the past three years and in the 87th percentile going back to Jan 2000."
5. Small vs. large performance. "Small caps are on a four-year losing streak and having their worst year relative to the S&P 500 since 1998."
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