Month: December 2019

SPX currently at the largest divergence in 22 years between margin debt peaking and SPX. Nearly 2 years since margin debt peaked, yet SPX continues powering higher.

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by Power80770M Full discussion here. There was also a pretty big divergence in 2015, back when the economy had a mini recession. Of course the Fed also pumped the market aggressively in early 2016 when things started melting down. It’s amazing to me that people are blindly dumping their entire life savings in this scam of a … Read more

Weakness In Business Investment Reviewed

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by UPFINA As usual, there are a couple reasons the headline growth rate in new durable goods orders shouldn’t be taken at face value. That’s good because growth dramatically missed even the lowest estimates. Specifically, headline monthly new orders growth was -2% which missed the consensus of 1.5% and the lowest estimate which was 0.9%. Even … Read more

C&I loan growth y/y tumbling towards zero amid industrial recession, the U.S. 2-10s yield curve has steepened to the widest since October 2018.

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c&i loan growth y/y tumbling towards zero amid industrial recession pic.twitter.com/5B5DBt6xBp — Alastair (@StockBoardAsset) December 29, 2019 The U.S. 2-10s yield curve has steepened to the widest since October 2018. pic.twitter.com/lQwFyfyqDw — Lisa Abramowicz (@lisaabramowicz1) December 30, 2019 The median price of Manhattan apartments fell to $999,000 in each of the past two quarters. It … Read more

“Risk Free” Markets are now completely broken.

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The stock market is rising again thanks to the growth hormones and steroids of the FEDpic.twitter.com/FuFeKuRm1Z — Wim Grommen (@wimgrommen) December 30, 2019 oops pic.twitter.com/dqvFJQtqZt — Alastair (@StockBoardAsset) December 29, 2019 $VIX spooked about something pic.twitter.com/0AhFiCByIc — Alastair (@StockBoardAsset) December 30, 2019

In One Map: Where the U.S. Economy is Built

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by howmuch Economic growth headlines the news in good times and bad. Financial analysts continually forecast and tweak outlooks for the U.S. and the global economy. With the holiday season coming to an end, Americans spent 3.4% more than the prior year on top of an 18.8% growth in online sales. Although the political focus has been … Read more

This story is being killed in news rooms all around the world

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Media’s Deafening Silence On Latest WikiLeaks Drops Is Its Own Scandal WikiLeaks has published yet another set of leaked internal documents from within the Organisation for the Prohibition of Chemical Weapons (OPCW) adding even more material to the mountain of evidence that we’ve been lied to about an alleged chemical weapons attack in Douma, Syria … Read more