Scott Nelson, who studies the history of American financial collapses, has an interesting story on how he managed to avoid a financial collapse in 2008 by noticing that 'when rates go up and no one knows why it is time to be concerned' : https://m.youtube.com/watch?v=S-_pNxlbz8w&t=50m59s
wow a single data point. how convincing. the market has already risen substantially since the repo spike so had you sold you would need the market to fall 8% just to be vindicated
