, 17 tweets, 5 min read Read on Twitter

...as 2018 became one of the worst performance years since a while, previously mega hawkish FED turned 180 and Powell-Put started the rebound.

#FOMO comes in mind as one glances through YTD performance.

here some samples:

2/n YTD vs Seasonality $CAC
3/n YTD vs Seasonality Italy MIB
4/n YTD vs Seasonality $DIA
5/n YTD vs Seasonality $XLI
6/n YTD vs Seasonality $XLF
7/n YTD vs Seasonality $XLY
8/n YTD vs Seasonality $EMB
9/n YTD vs Seasonality $EWC
10/n YTD vs Seasonality $CL_F Oil
11/n YTD vs Seasonality $NG_F NatGas

(for a change no FOMO)
12/n YTD vs Seasonality $GC_F Gold
13/n YTD vs Seasonality $LB_F Lumber
14/n YTD vs Seasonality SUGAR
15/n YTD vs Seasonality CORN
16/n YTD vs Seasonality Freight costs Baltic Dry Index

the end //

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