Neil Sethi (@neilksethi)
@neilksethi
Hopeless optimist. Jiu-jitsu enthusiast. Try to post interesting stuff (not necessarily my opinion). Reposts/suggestions encouraged.
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As always a nice, thoughtful piece from Eric with lots of interesting stuff, but I wanted to highlight one visual (from @_JoshSchafer) that explains why many strategists are concerned about the 10yr moving above 4.5% towards 5% (it closed at 4.6% Friday).
As Eric notes: "When the 10-year is rising and above 4.25%, stock returns start turning negative. Above 4.75%? The median weekly S&P 500 return drops to -1.9%. We are sitting right in that danger zone."
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Investing Update: Meet The Rally’s Roadblock
Charts from @MikeZaccardi @neilksethi @granthawkridge @RyanDetrick @dailychartbook @_JoshSchafer @AlfCharts @KevRGordon @byHeatherLong @lisaabramowicz1 @jameslavish @TheChartReport @AyeshaTariq @bespokeinvest @TheTranscript_ @_rob_anderson @JC_ParetsX @KobeissiLetter @bitcoindata21 @ATeachMoment
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