Sometimes you just have to sit back, look at some charts, and say WTF…
4. SPX vs Fwd EBITDA Expectations (bottom-up)
5. SPX vs US Macro (top-down)
6. SPX vs Jobless Claims (so long held as supportive of the recovery)
7. SPX vs Lumber (the housing pillar is cracking)
13. SPX vs The Federal Reserve Balance Sheet – The Truth
(8 votes)