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Strategies & Market Trends : John Pitera's Market Laboratory
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John Pitera
To: John Pitera who wrote (19575)7/24/2017 10:05:20 AM
From: The Ox1 Recommendation   of 33421
 
So much to consider based on the data presented.

Commercial real estate (CRE), in particular, is an area of concern. The cost involved in refurbishing outdated CRE is substantial. Add in the pressure being put on tradition retail by online companies.

Looking at data in many of the other areas discussed, we see plenty of similarities in the extremes seen in 2007 showing up in today's charts. Another area for concern.

VIX is an interesting monster.
Speculative accounts’ bets against VIX remain near record highs as volatility shorting gains popularity across funds and retail investors alike. It’s difficult to find a period in recent history (including during the bubble years) when equity investors were this complacent.
The longer this plays out, the more retail and novice investors will see this as a win-win scenario. However, when it breaks, and eventually we'll see it break, it looks like it will be the coiled spring effect. The longer and lower it stays low, the more likely the rush to "get out of the trade" has the potential to create the "moonshot". Maybe it will even be a "Plutoshot"? Naturally, it can stay lower longer than many out there think, especially while the "healthy" commissions are being made putting more retail investors into these vehicles!!
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