Rcube Macro Portfolio 18/08/2016: Market Thoughts
​More and more Equities’ behavioral indicators suggest that, at least from a sentiment standpoint, stock markets have become vulnerable. Bullishness has recently spiked to levels historically associated with major tops. A large consensus now believes that as long as yields will be as low as they are, the grab for yield mentality will force investors to seek returns away from bonds and into equity or equity linked vehicles...
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