### Comment:
Is it noise or reality? PPT are the big IB houses that flood the market with liquidity. If they don’t have cash to buy stocks, there is little holding them up besides hedge funds. 
  
 Plus a lot of the big banks hold long dated treasuries, some or even all of them with leverage. If the expectation is that rates will continue to fall, then long dated treasuries give more favorable returns through price appreciation than stocks.

### REPLY:
If it’s in the news and it’s obvious it’s probably not the full story 
  
 Safe play: Sell OTM spreads for easy success

### END.