Stocktwits Brunch, 3-26

• stevenplace
• March 27th, 2011

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:

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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