PONZO Update Surprise and Critical Reading...10.31.16

This week's Ponzo Updates have SPY in a surprisingly bullish outlook....same with TLT, although to a more modest degree.  The VIX forecast still has that gut churning out of the ballpark outlier scenario although short term the picture is more subdued.
The election dramatics have reached fever pitch and Zero Hedge has some blockbuster revelations you won't ever hear about on the mainstream media.Who'd guess that the guy in charge of the DOJ investigation of Huma's email is in fact Podesta's closest buddy and heavily linked with the Clintons.
Back to the world of serious trading...here are two links from FIN on a fascinating Reuters survey re the outlook for long bonds (in's  sync with the Ponzo forecast) and from Mauldin some deep thinking on the whole earnings shell game.