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Sunday, October 25, 2015 9:40:04 PM
....How would one position for one final melt-up on Wall Street? Table 1 illustrates it was an “überbarbell” of über-growth stocks (e.g. internet) and über-value (e.g. EM/Russia) that significantly outperformed in 1998-99. Why? Because 1999 started as a year of “max liquidity, scarce growth & distressed value” and ended with an internet bubble causing a significant rise in interest rates, growth & inflation...
...This risk rally cannot be sustained if Fed hikes and/or ECB/BoJ/PBoC easing causes the US dollar to rally strongly, thus setting off another “death spiral” in EM/commodities/energy/HY and fresh round of EPS downgrades. ..
...Yes... but... all that would take to cover the "ask" is for some central bank to unexpectedly announce that it will proceed to buy an unlimited amount of stock. Because not even Bank of America seems to realize that a market crash, now that every.single.central.bank has gone all in on the asset reflation trade...
http://www.zerohedge.com/news/2015-10-25/how-would-one-position-one-final-melt-wall-street-here-bofas-answer
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