Saturday, October 31, 2015

The Hardest Landing: Social Mood Has Been Muppetized

Social Mood peaked 7-10 months ago: The jobless "Consumer" is tapped out and Etraders have been muppetized

Wall Street is the last muppet show...

Consumer Sentiment: Peaked December 2014
Real Estate (REITS): Peaked December 2014
Rydex Asset Allocation: Peaked February 2015
IPO Index: Peaked April 2015



The hardest landing...
ConnedSumer Sentiment w/Fed Funds rate



Double and dog food...
Rydex (bull:bear) asset allocation with the Dow



Doh! I knew I had seen that chart before...
Consumer sentiment with Dow Transports: peaked at same time (i.e. 10 months ago)...

Transports the weakest they've been since Lehman
Momentum (MACD) lower pane