We are seeing a reversal in commodities. Let's see if the macro trade works both ways and stocks follow.


nicasurfer said...

I think the crowd is warming up to the fact that the fed can print but you can't make people spend or banks lending.

Also QE3?QE4? When would it stop?

Chaos! said...

CBOE equity Put/Call has started today with heavy put buying, after heavy put buying yesterday afternoon. Probably more upside in this rally.

nicasurfer said...

it has more legs on the downside in my opinion. But then again i am short