Friday, 13 March 2015

Financial Orbit wrap 13/03/15

Five sentences or graphics which sum up the Financial Orbit output over the last 24 hours across the website, twitter account and anything else thought about...

1. VIX – when people don’t want to buy the VIX it is generally time to buy the VIX!  Certainly I have bought it this week...


2. Really liked this via @LinzCom on the Australian property market.  That looks and sounds like an unsustainable boom centred on Chinese inflowing capital to me...


3. I wrote part 2 of the Sina-Weibo report and concluded it is right to pass on both...

4.  So many fascinating market moves...two charts that speak to me particularly.  First some FX moves against the US dollar...



...and second (and related) every sector in the S&P 500 now has seen negative earnings revisions since 1 January.  Third successive down week for the S&P...hmm!

5. And finally...have a good weekend


No comments:

Post a Comment