Teddy Vallee Profile picture
Macro

Aug 28, 2019, 11 tweets

Some charts on relative performance confirming out leads.

US chemicals / $SPX -- new lows

US autos / $SPX -- new lows

US Machinery / $SPX -- new lows

US Electrical equipment / $SPX -- new lows

US Banks / $SPX -- new lows

Global financials / $ACWI -- lows

Global materials / $ACWI -- lows

US Micro caps / $SPX -- no comment

High beta / Low vol -- new lows

$EEM bonds / US bonds -- new lows

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