The risk is to the upside, says Barclays Capital.

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Everything is done. Gold is down. Bitcoin is down. Stocks were largely down last week. The Covid Trade stocks — restaurants like Cheesecake Factor and amusement parks like Six Flags — were down. After quite the run for those stocks, word on the Street is that investors are putting money into cash and Treasury bond funds, building their “blood in the streets” war chest just in case things fall a bit more into the spring.

Baron Rothschild, an 18th-century British nobleman and member of the Rothschild banking family, is credited with the “blood in the streets” saying that is so popular among investors.

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