The Market Ear (@themarketear) 's Twitter Profile
The Market Ear

@themarketear

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ID: 1093960278285434880

linkhttps://www.zerohedge.com/signup calendar_today08-02-2019 19:50:29

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Japan’s 30-year yield is going parabolic, dwarfing prior moves....threatening tech valuations, and risking volatility spill overs into global markets.

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JPM FX: "Various systematic/technical indicators have turned less USD-bearish". ......Our personal trading take is that "less bearish" for a bombed out asset is normally actually very bullish.

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First stop on our European tour: Munich. As a macro tourist playing literal macro tourist, it may not be the sharpest investment strategy—but after a few days of spotless streets, lush parks, and PhDs on every corner, we are feeling oddly bullish on Germany.

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While people are debating whether to be long the European bull story, GS points out: "NVDA is now closing in on 90% of the entire SX5E in terms of mkt cap (4.1tr vs 4.8tr)".

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Teflon Tech - Gross exposure at ATH, stocks at ATH, and cost to protect earnings at all time lows... zerohedge.com/the-market-ear…

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You know things are starting to feel a bit frothy when QQQ's 35% rise since April lows looks tiny compared to the huge squeeze in the most shorted basket, up 83% from April lows. zerohedge.com/the-market-ear…