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Strategies & Market Trends : General market lab and commentary
SPY 683.47+0.6%Nov 28 4:00 PM EST

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From: Robohogs2/6/2016 2:30:34 PM
   of 668
 
The negatives I am seeing today:

1. Lowrys says selling not abating.
2. What happens with soverign wealth funds out of game?
3. Energy earnings expectations for this year down by 2/3 in Jan alone taking S&P to 3%
4. Bank loan demand down 12% ytd. This is very ominous - most negative thing I have seen.
5. Citi negative feedback loop. cnbc.com
6. Banks indicate something evil this way comes. cnbc.com
7. China awful. Energy awful. Oh no! Stupid article. cnbc.com

Counters

1. Higher oil prices have preceded ALL recent recessions. US stock go up with lower oil. cnbc.com
2. Portfolio mgrs very light equities. cnbc.com This suggests higher prices.

Jon
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