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A Bird's Eye View Blog

Market Highlights in Charts 9.18.17

By:BCM Investment Team | Date:Sep18, 2017 | Category: Fireside Charts

1. Not only have we had low volatility, we have had historically low drawdowns for years.  See our paper on getting SKEWERED! 

9.18 1.png

As of 9/18/17


2. Prosperity, bubble, or both? 


9.18 2.png
As of 9/18/17

 

3. Not much of a correlation...but if it is true and the Fed reduces the money supply as stated, then gold should plummet. 

 
 9.18 3.png
As of 9/18/17

 

 

4. SMID bounced last week.

9.18 4.png
As of 9/18/17

 


5. NYSE Margin is at an all-time high of 2.7%.  Sounds low, but it is $550 Billion of possible margin calls when we finally correct.
9.18 5.png
As of 7/17


6. This canary in the coal mine remains happy for now. 

9.18 6.png
As of 9/15/17

 


7. With all the talk about a debt ceiling agreement let’s look how we got to our $20 Trillion in debt... 
9.18 7.png

As of 8/31/17

 

8. The Hurricanes are showing their effects on U.S. industrial activity.
9.18 8.png

WSJ Daily Shot, As of 9/17/17

 

 

9. Back to the top of the trading range.  For real or simply transitory due to the hurricane?9.18 9.png

WSJ Daily Shot, As of 9/15/17

 

 

10. One of the key issues in U.S. Tax reform.9.18 10.png

WSJ Daily Shot, As of 9/18/17


11. Executive, Legislative, and Judicial. 

9.18 11.png

WSJ Daily Shot, As of 9/18/17