More $ARKK craziness:
-70% correlation between how much of the market cap of a company ARKK owns and this week’s performance for that company.
@choffstein [View on Twitter]
Fear is too high:
The spread between VIX and S&P Realized Volatility is at the Top 1% in data history (source JPM/BBG).
1) Similar to when the global economy was recovering from past Major downturns.
2) If history repeats, the Cyclical recovery may just be getting started. [View on Twitter]
The 2/5/10yr butterfly has moved +23bps today which looks like a record 1-day move by more than 10bps. [View on Twitter]
Below are the top tweets from the brightest financial minds on Twitter, as determined by @finchartbot, for February 25, 2021.