via @chlobo_ilo Of the big technology stocks, Apple is the most concerning, veteran technology investor Paul Meeks told CNBC on Thursday. “Of all the FAANGs, the one I am frankly most worried about is Apple,” Meeks said on “Power Lunch.” The ecosystem “is all based on the number of iPhone users, and we are seeing a slowdown in … Read more
via Topdown Charts QT is set to rise from a current potential $40B per month to $50B in Q4 this year. All else equal, QT is likely to be a headwind for both stocks and bonds, and a tailwind for the USD. Globally, the ECB and BOJ are providing some offset, but will each be heading … Read more
INSANE VIDEO – Trump sucks the oxygen out of the political sphere. He’s the eye of a Cat 5 hurricane. It’s smooth and calm in the eye. Chaos outside. Republican candidates for 18′ – either get on hi…-r3vand383cj11 https://streamable.com/3sfu4 h/t KOS
by Martin Armstrong CNN reported that Trump’s former lawyer, Michael Cohen, was ready to tell Mueller that Trump knew about the meeting with Russias at Trump Tower in advance. Many other newspapers report the story using CNN as the source that this was the “bombshell” that would impeach Trump. that The problem is that Cohen’s lawyer, … Read more
by Martin Armstrong The US share markets are being driven up by two main factors. First, institutions have sold the market assuming there would be a major crash. In February at the lows, Goldman Sachs was forecasting that the market could plunge another 25%. In May, Goldman Sachs again was warning that the next crash will be worse because … Read more
https://www.youtube.com/watch?v=0Z_weA4wd-4 The double standard is a hard pill to swallow. h/t Voluntaryist
MrGunsGear got banned for posting about veteran receiving medal of honor. Censorship of non liberal topics is real and affecting everyone h/t Hello_this_is_otterz
by sundance Last Sunday Representative Darrell Issa was being interviewed by Maria Bartiromo about the testimony of Bruce Ohr when Issa innocuously said that Nellie Ohr was working for Fusion GPS in 2015. Previous to that statement by Issa the timeline for Nellie Ohr working with Fusion GPS began in April of 2016 (simultaneous to Fusion beginning the contract … Read more
by Lance Roberts I have been, and remain, bearish on emerging markets for three reasons: As discussed yesterday, the U.S. is closer to the next economic downturn than not. When the U.S. enters a recession, emerging markets are hurt considerably more given their dependence on the U.S. International risks in countries like Turkey, Greece, Spain, France, Italy, … Read more
by John Ward The British Fifth Column can calm down: Remexit is coming. The rest of us should start worrying now, because after March 2019 the potential econo-fiscal meltdown on the European mainland will be mixing unpredictably with chaotic political change in Britain. ¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤¤ I’ll start today if I may with a look inside the … Read more