Info!! Coin Flows In Addition To Other Views For The Marketplace Week

*  Above nosotros meet the SPY ETF (blue line) plotted against the coin flows into the SPY ETF.  Note that we've seen prolonged outflows from SPY since the showtime of the year.  That has corresponded amongst a menstruation of prolonged sector rotation.  Year-to-date, for example, the healthcare sector is upwardly over 13% in addition to consumer goods shares are upwardly 6.6%, spell materials stocks are downwards 1.7%, conglomerates are downwards 5.3% in addition to utilities are downwards 8%.  (Data from FinViz).  Interestingly, flows convey of late turned higher inwards SPY, fifty-fifty every bit we're seeing turmoil abroad.  With doubtfulness inwards mainland People's Republic of China in addition to Europe, I'm opened upwardly to the thesis that the U.S. of A. stocks could larn out an increasing condom haven both because of relative increment in addition to relative yield.  If that's the case, those coin flows should grow in addition to the SPY nautical chart would showtime to await quite different.

*  If there's a subject that has run through this weblog in addition to the books I've written, it's that nosotros develop, non past times changing who nosotros are, exactly we're less prepared for futurity fiscal crises, amongst rates running out of room to the downside.   

*  Great post from Ryan Detrick on how information lookback periods tin move move manipulated to compass either bearish or bullish forecasts.

*  Most hated stocks in addition to other top views for the week from Abnormal Returns.

*  Top quant links from Quantocracy, including the derivation of a promising losing streak indicator.

*  SMB Trading on why it tin move move a occupation to bump upwardly your risk-taking also quickly.

Have a groovy showtime to the week!

Brett
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