Is The Cyclical Momentum Over-priced?

via Nordea  A flat USD-curve could be a sign for long-term investors to load up on EM again, especially relative to cyclicals, as the ISM index will likely continue south. EUR/USD range bound with a downward bias. TABLE 1: OUR CURRENT LIST OF CONVICTIONS First, before engaging in more esoteric stuff, we offer some FX … Read more

Did DARPA Just Develop Autonomous Drones To Hunt Humans?

by stockboardasset The Defense Advanced Research Projects Agency’s (DARPA) latest creation of the Fast Lightweight Autonomy (FLA) program, a new class of algorithms for quick drone navigation in cluttered environments, reminds us of the 2013 American post-apocalyptic science fiction film, Oblivion. Here is a short clip of Jack Harper (Tom Cruise) in the movie, battling against killer drones that use artificial intelligence to … Read more

ARMY SOLDIERS DEPLOY TO FIGHT CA WILDFIRES… RESIDENTS REFUSE TO LEAVE POT CROP

The U.S. Army is set to deploy 200 active-duty soldiers to fight the deadly California wildfires after President Donald Trump declared the wildfires a “major disaster” on Sunday. Approximately 200 soldiers from the 7th Infantry Division’s 14th Brigade Engineer Battalion located in the Joint Base Lewis-McChord in Washington will deploy to California throughout the week to fight … Read more

U. of Georgia professor apologizes for offense of congratulating childhood friend who won a GOP primary

by Dr. Eowyn America’s halls of “higher education” have become totalitarian goose-stepping  institutions. Grace Gottschling reports for Campus Reform, July 30, 2018, that a University of Georgia (UGA) professor felt compelled to issue an apology to those he had “offended” for congratulating his childhood friend on becoming the state’s Republican candidate for governor. The professor is Charles … Read more

SAfrica ruling party calls all white people ‘murderers’… Farms may be taken without compensation… Brink of ‘anarchy’

ANC shocks Twitter by calling all white people ‘murderers’ The party has subsequently deleted the tweet and said it was quoting someone else, though lawyers say they can still be held accountable. A tweet on the ANC’s parliamentary Twitter account shocked many on Thursday when it appeared to call all white people murderers. The tweet, … Read more

Some Traders Are Talking Up Cryptocurrencies, Then Dumping Them, Costing Other Millions

Some Traders Are Talking Up Cryptocurrencies, Then Dumping Them, Costing Other Millions https://www.wsj.com/graphics/cryptocurrency-schemes-generate-big-coin/?mod=e2tw … vía @WSJGraphics https://twitter.com/PablodelaMac/status/1026172330874155008 How does VISA processing time compare to Bitcoin? Well, Bitcoin does 3.3 transactions per second while VISA does 3,526. So, VISA is over 1,000 times faster. So much for Bitcoin as the “future” of money. https://twitter.com/JamesGRickards/status/1026472051501146114

Worried About The US? The Debt Bubble Is Much Worse Elsewhere…. In China, $6 for each $1 of GDP In Australia, $9

Worried About The US? The Debt Bubble Is Much Worse Elsewhere. How Much Debt Do Countries Need To Create $1 of GDP? In China, $6 for each $1 of GDP In Australia, $9 https://twitter.com/dlacalle_IA/status/1026430184574996480 The debt problem is not going to deflate itself. World governments bet on inflationary policies to get themselves out of debt… … Read more

BREAKING – ALEX JONES DELETED FROM APPLE, YOUTUBE, FACEBOOK, AND SPOTIFY

ITS GOING DOWN!!! ARE THESE THE FIRST SHOTS HEARD ROUND THE WORLD? https://youtu.be/H-lDDagS6MY ALEX JONES Responds to Being Banned by Far Left Tech Giants in Coordinated Attack on HUGE Pro-Trump Publisher On Monday Facebook, Google-YouTube, Apple and Spotify removed Infowars from their platforms within hours in a coordinated attack on a top conservative pro-Trump publisher. … Read more

The Most Desirable Cities in the U.S.

By Harry Dent There was an update to the rankings of the most desirable cities to live in the U.S. by U.S. News & World Report. Colorado Springs sprung into first place for the first time. I’ve been there, and can understand why they picked the place. It’s beautiful, at the foot of dramatic mountains (Pike’s … Read more

Thanks to the Fed! Leverage ratio for small cap non-financials is near all-time highs! Spread btn large & small caps is at record levels.

Because of the #Fed propping up the market post-GFC (cheap money), leverage ratio for small cap non-financials is near all-time highs! Spread btn large & small caps is at record levels. And consider, the floating rates between large caps & small caps, small caps are at much higher risk in case of a downturn in … Read more

WARREN BUFFETT’S TOP 5 INVESTING RULES

A video definitely worth watching. Warren Buffett’s 5 best investing tips: Don’t buy or sell based on headlines. Don’t try to profit from bubbles. Put your emotions aside. Always invest in productive assets. Always bet on America.     h/t dmwes4

Tommy Thornton:”SPX 52 week highs only 4% today vs 33% in January. Other divergences like this led to periods of weakness,”

$SPX 52 week highs only 4% today vs 33% in January. Other divergences like this led to periods of weakness. https://twitter.com/TommyThornton/status/1026154017314037760 Chart (@TheTerminal): Emerging/developed markets volatility divergence – https://twitter.com/SoberLook/status/1026287789288112129 Don’t count on strong future #StockMarket returns when buying at high P/E levels. The $SPX 5-yr normalized #PEratio now in 10th decile. This has typically supplied … Read more

Note To Stock Market: Beware The Dog Days Of August

by Brian Maher via Daily Reckoning The calendar has rolled to August… The “dog star” Sirius is prominent in the predawn sky. And the canine days of summer are upon us. In The Iliad, Homer depicts the rise of Sirius as an omen of war… disaster… “a sign of evil that brings on the great fever for … Read more

Trump’s Rallies Show A Political Genius Able to Connect With His Core In Ways HRC Couldn’t Dream Of

https://www.youtube.com/watch?v=Mg6rmxPK_tk Turning and turning in the widening gyre, The falcon cannot hear the falconer. Things fall apart; the center cannot hold; Mere anarchy is loose upon the world, The blood-dimmed tide is loosed, and everywhere The ceremony of innocence is drowned; The best lack all conviction, while the worst Are full of a passionate intensity. … Read more