The share of US adults reporting no SEX in the past year reached all time high in 2018.
‘Positioning is super short in VIX. A worrisome signal of (too) uniform market thinking… Short positioning in VIX is now more extreme than prior to Feb-18 and Oct-18 sell-offs in equities” . Nordea Markets
Mad world. While Stocks have gained $9tn in mkt cap, global bonds have gained a whopping $1.8tn in value in Q1 2019 as cheap money from the central banks have inflated all assets. Part of this crazy world is that bonds in a volume of $11tn have negative yields.
Commodities had their best quarter in 3yrs, driven by supply concerns and optimism over demand. In Q1, Bloomberg Commodity Index rose 6%, most since Q3 2016. Crude oil paced the advance, while nickel led gains in industrial metals. Soft commodities like coffee & wheat fared worst..Holger
Came across this interesting report…
Although we keep debating the new new bond yield world from an institutional perspective – hardly from a retail investor (eventually) perspective. Yield chase yes but BIS shows Cash is becoming more popular as a store-of-value/ investment option given extended periods of negative yield. More cash under the mattress means less for investment (Japan has an India problem). The world is certainly getting more and more out of whack.
https://www.bis.org/publ/qtrpdf/r_qt1803g.pdf