China risk to US Corporates

Global Equity Positioning. [Chart 2 of 2] U.S. Stocks: Hedge Fund Net Leverage at multi-year lows, where some of this cycle's most powerful rallies began. (Source: MS-PB, data starts 2010) $ES_F $SPX $SPY #Stocks

Sentiment

50% discount to the WeWork IPO wsj.com/articles/wewor…

🌩 From TD.

Game over for António Costa #nodeal #brexit is game set match

1. Senator Elizabeth Warren has made a vow. So let's consider the consequences.

But can it scale?

guide to SaaS financial performance from Joel York (author of ChaoticFlow blog) chaotic-flow.com/media/saas-met…

Where are we in the current cycle? You decide!

S&P from 1871

Thinking some more about policy responses to the trade war. The trade war is having a depressing effect on both the US and Chinese economies. You might think this effect would be bigger on China, because it sells more to us than we do to them 1/

RUSSIA’S ROSNEFT CHIEF EXPECTS OIL PRICE TO COLLAPSE TO $50

Housing Starts increase to 1.364 Million Annual Rate in August, Highest in 12 Years calculatedriskblog.com/2019/09/housin…

"An extremely high P/E (or other Valuation metrics) is a handicap to a Stock, in the same way that the extra weight in the saddle is a handicap to a racehorse" - Peter Lynch. US investors being reminded of this. Puru Saxena

Ran-dumb: 2019 now goes in the books as a calendar year that includes the following: - Positive Q1, Q2, and Q3 - Positive September Here's all prior years that match.

Valuations outlook, various deciles of the S&P index, by John P. Hussman, Ph.D..

How will trade war be resolved? BAML

#ASX $JIN shorts @ 6.34% highest ever... tabcorp deal should alleviate some concerns, margin hit short term, long term certainty for company... ++

FOMC Dates 5 turns, pretty spot on tradingview.com/x/rhKuN6dv/