Daily Note

Five Thoughts For Thursday

Feb 13, 2020

Thomas Thornton

  • Five thoughts:  The latest on coronavirus, USD strength, Bonds vs Stocks, stretched markets, Tesla secondary
  • A lot on today's note including Citi Economic Surprise Index, GS Financial Conditions with possible turn soon
  • US Sector ETF Update
  • Europe, Asia - both overbought now with bullish sentiment extreme again
  • A lot of currency action including some Euro crosses nearly exhausted
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