The Correlations are Changing
During my shows I often talk about the "great liquidity conveyor belt," in which the monetization by central banks provides liquidity and we can draw relationships from that thesis. However, the traditional relationships have been shifting due to changes in inflation expectations, and for those that catch wind of this trend changing, profits will be made.
In this round of Stocktwits Brunch, we discuss:
- how the spike in oil is being accepted
- how the dollar equity correlation can change
- why this level in equities is so important, and it has little to do with moving averages
- your individual requests from the stream
You can watch the show, on demand, below: