Month: February 2020

Chinese Calculus

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Via The Raconteur Report I thought I was clear, but apparently not enough so. “1) All data from China is based on information received from one of the most managed and controlled infolie-formation sources on the planet. The exact number of how many cases of corona virus, when and where they happened, and how many fatalities they have … Read more

CORONAVIRUS: Put your trust in the medics, not the media

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by John Ward  The Western mass media seem determined to scare the wits out of (or distract) their citizenry with headline screamers treating Novel Coronavirus 2019 as an indestructible Horseman of the Apocalypse. The Slog offers some facts as an aid to a good night’s sleep. This was the London Times lead this morning: Nature magazine has called 2019-nCoV … Read more

What if bears were right all along? What if it’s not different this time?

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Authored by Sven Henrich via NorthmanTrader.com, What if bears were right all along? What if it’s not different this time? What if this Fed liquidity inspired rally produced precisely the kind of exuberant final thrust we often see at the end of business cycles? After all, people were really bullish in 2007, people were really bullish in … Read more

January 2020, you won’t be missed!

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January 2020, you won’t be missed! 🦠 Coronavirus🔥 Australian wildfire🚀 Iran belligerence and plane crash🌎 Caribbean earthquakes🌋 Volcano eruptions🌊 Jakarta flood🍑 Pres Trump impeachment trial 🏀 Kobe dies in 🚁 crash🤔What’s in store for the next 11 months 2020? — Gabor Gurbacs (@gaborgurbacs) February 1, 2020

China: Just when you thought things could not get worse

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#China >>Just when you thought things could not get worse 😳 #birdflu https://t.co/jX05L2PkRM — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) February 1, 2020 Just for curiosity sake…China air traffic >>https://t.co/1J7UXk1sNB pic.twitter.com/7uP47BSPGH — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) January 31, 2020 ICYMI overnight…$AAPL closing all China stores, will reopen in 10 Feb. https://t.co/JtPleP0Y0V — Tracy Shuchart (𝒞𝒽𝒾 … Read more

S&P 500 tech the most overbought in 20 years…

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S&P 500 tech the most verbought in 20 years… pic.twitter.com/PklPV19yqW — fiatcurrency (@fiatcurrency) January 31, 2020 An abundance of valuation absurdities in this manic market. $SHOP is just another example. EV to sales jumped from 12 to 36 times last year as revenue growth decelerated and negative free cash flow continued. 510 times 2020 expected … Read more