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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (189896)	7/15/2022 7:14:12 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217561

(74) zerohedge.com TME Daily: Maybe we should not wait for that capitulation... BY THE MARKET EAR SATURDAY, JUL 16, 2022 - 6:30 See TME's daily newsletter email below. For the 24/7 market intelligence feed and thematic trading emails, sign up for ZH premium here. When will flows capitulate? Flows still look stretched against falling equities. [url=][/url] Source: BarclaysWhen will flows capitulate? (II) The gap between sentiment and flows remains wide. [url=][/url] Source: BarclaysWhen will earnings estimates capitulate? The curious case of the complacent analyst.... [url=][/url] Source: IBESWhen will earnings estimates capitulate? (II) The unstoppable STOXX Europe 600 EPS revisions.... [url=][/url] Source: IBESECB, when will you capitulate? Insanity in a pic. Fire everyone. [url=][/url] Source: True InsightWhen will Retail Army capitulate? Retail Net flow vs SPX. [url=][/url] Source: JPMWhen will "rich people" capitulate? BofA private client cash holdings as % of AUM. [url=][/url] Source: Flow ShowBefore you get too bearish The dry powder that investors have raised for private investments has soared nearly 40% since before the pandemic to a record $3.5 trillion, according to Preqin. [url=][/url] Source: PreqinBefore you get too bearish (II) Less than 10 trading days left until we are past peak buyback blackout. Corporates are estimated to be the biggest buyer of US equities in 2022, and the 1H was very strong. More than $1 trillion of buying. Turn those machines back on.... [url=][/url] Source: JPMBefore you get too bearish (III) Just remember that the Systematics maybe do not turn on a dime but they can buy size 10% up from here... [url=][/url] Source: Deutsche Bank