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Lance Roberts @LanceRoberts
, 4 tweets, 3 min read Read on Twitter
REAL INVESTMENT REPORT - $OIL SENDS A CRUDE WARNING. A look at the warning sign being thrown off by the decline in #oil and what it may mean for the markets. $SPY $TLT realinvestmentadvice.com/oil-sends-a-cr…
Those suggesting the drop in #oil is only a "supply problem" are looking at economic data which is both lagging and subject to revisions. Oil is telling you the global slowdown is coming home. $SPY $TLT realinvestmentadvice.com/oil-sends-a-cr…
Given the energy bonds make up about 15% of the high-yield index, the drop in oil prices is a huge #redflagwarning investors should be paying attention to. $JNK $SPY $TLT realinvestmentadvice.com/oil-sends-a-cr…
Just a small reminder from AUGUST: "It'sworth noting #oil positioning is highly correlated to market and earnings growth. With traders extremely ‘long,’ a reversal will coincide with a reversal in the S&P 500 and oil prices back towards $55/bbl $SPY $TLT realinvestmentadvice.com/oil-sends-a-cr…
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