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Semis now up more in the last 9 sessions (up +12%), than in the first 172 days this year

Beautiful broadening - The revenge of the forgotten 490. S&P 500 ex-ten largest stocks on pace for first quarterly outperformance in nearly two years zerohedge.com/the-market-ear…

Gone Till November: "GS corporate blackout window ends on October 25th. 55% of corporates are in their closed period. US corporates have been the largest buyer of the equity market in 2024 and we expect their demand to drop by -35% during the closed window" (Scott Rubner)

When you introduce suicide risk to a star performer…. "....we believe the presence of neuropsychiatric events raises concerns of the drug's entry into the brain and the potential for suicidality risk that was seen with rimonabant....". Novo ended down 5% on new drug data. Stock

Remember the autumn of 1999 when a small professional army of hedge funds were selling tech stocks to an enormous insatiable hoard of retail investors? The hoard won, at least in the short term. We are starting to see some similarities now.

Sustained outperformance of tech will feel like a pain trade for the trading community

September has the best +4M equity returns of any month when looking back to the 1950s

Time for the dollar to show who is boss? DXY trading in the lower part of the huge range... zerohedge.com/the-market-ear…

EEM pushing the huge $44 level.

Some trades are "unstoppable"... zerohedge.com/the-market-ear…

Will price action in Chinese equities bring out the "speculative" buyers?

Oil Shorts Carried Out on Stretchers zerohedge.com/the-market-ear…

First Poland saved us from communism in 1920. Then they showed us what happens when you introduce capitalism…. zerohedge.com/the-market-ear…

You know the short squeeze is on when FXI is trading with RSI at 83.

US 10 year vs US 10 year breakevens gap getting very wide...

The biggest bid is fading quickly.... zerohedge.com/the-market-ear…

Time to think about hedges... zerohedge.com/the-market-ear…

Now that was quick…Very similar to last time and probably not much more to hope for

Put Hate and Sudden China Love zerohedge.com/the-market-ear…