1. The dearth of new home building and the high housing prices are taking their toll.
2. Housing prices are rising 2-3 times faster than inflation
3. Given the Greek Government's structural unbalances in budget, trade and debt, another crisis is bound to happen. Strange in that it may get triggered by German election results.
Source: WSJ Daily Shot, As of 9/26/17
4. We surmised this trade was getting long in the tooth weeks ago...
Source: WSJ Daily Shot; As of 9/26/17
5. Biotech earnings continue to improve
Source: WSJ Daily Shot; As of 9/27/17
6. Can too much volatility shorting cause volatility?
Source: Bloomberg; Data as of 9/15/17
7. See any patterns?
Source: WSJ Daily Shot; Data as of 9/27/17
8. Talk about generational differences...
Source: WSJ Daily Shot; Data as of 9/27/17