A Major Fed Policy Shift

by Craig Hemke via Sprott Money News July 21, 2020 It may or may not happen at next week’s FOMC, but that hardly matters. What’s important is that a policy shift is coming and the impact upon the precious metals will be significant. Many times already in 2020, we’ve utilized this space to explain why negative real interest … Read more

If That Was A Bubble, What’s This?

by jessefelder The following is an excerpt of a Chart Book featured on The Felder Report PRO: Just three stocks, Apple, Amazon and Microsoft, make up more than 16% of the S&P 500 Index and over a third of the Nasdaq 100 Index. Together they are now valued at nearly $5 trillion. That’s larger than the … Read more

Microsoft earnings are out – here are the numbers

by coolcomfort123   https://www.cnbc.com/2020/07/22/microsoft-msft-earnings-q4-2020.html Earnings: $1.46 per share, adjusted, vs. $1.34 per share as expected by analysts, according to Refinitiv. Revenue: $38.03 billion, vs. $36.50 billion as expected by analysts, according to Refinitiv. Growth of Microsoft’s Azure cloud slowed to 47% from 59% in the previous quarter.    

How Much Do Countries Spend on Healthcare Compared to the Military?

by visualcapitalist Healthcare vs. Military Spending, by Country Keeping citizens both healthy and secure are key priorities for many national governments around the world—but ultimately, decisions must be made on how tax dollars are spent to accomplish these objectives, and funding must fall into one bucket or another. This infographic from PixlParade examines how much 46 different countries … Read more

Who Nailed Market Bottom Are Starting to Sell Stocks – Bloomberg

🇺🇸 #SPX | #Insiders Who Nailed Market Bottom Are Starting to Sell Stocks – Bloomberg*Sell-buy ratio jumps to the highest level since 2017*Link: https://t.co/S69jXGlG2U pic.twitter.com/gAfewZT0I0 — Christophe Barraud🛢🐳 (@C_Barraud) July 22, 2020 Insiders Who Nailed Market Bottom Are Starting to Sell Stocks As U.S. stocks climb to their most expensive levels in two decades, the … Read more

Analysts expect V shape…

Analysts expect V shape pic.twitter.com/Hed86aSBlV — Win Smart, CFA (@WinfieldSmart) July 21, 2020 S&P Earnings Yield pic.twitter.com/clZXOAGfAk — Win Smart, CFA (@WinfieldSmart) July 22, 2020 S&P PROFIT MARGINS pic.twitter.com/oJJrs1lvfH — Win Smart, CFA (@WinfieldSmart) July 21, 2020 That sound you hear is Trent Reznor screaming. pic.twitter.com/zuLI4fNkkA — Rudy Havenstein, Senior Markets Commentator. (@RudyHavenstein) July 22, … Read more

Potential fallen angels

Potential fallen angels pic.twitter.com/9sM5y8rMNq — Win Smart, CFA (@WinfieldSmart) July 22, 2020 Unprecedented Decline: One-Fifth Of All American Department Stores Have Closed Since 2018 via @forbes $JCP $M *and more than 30% of anchor spaces are vacant today* (my own analysis) —> this could grow to 50% in the next few yearshttps://t.co/8j9ElVuqDM — Catie McKee … Read more

The Federal Reserve has literally become the new version of the worst of Fannie Mae / Freddie Mac…. except for stock markets

The Federal Reserve has literally become the new version of the worst of Fannie Mae / Freddie Mac…. except for stock markets🤦‍♂️ 👇@ericrosengren @judyshel @neelkashkari @RaphaelBostic @marydalyecon @RobSKaplan @steveliesman @NickTimiraos @michaelsderby https://t.co/6dlq9I9Lay — M/1_LP (@MI_Investments) July 22, 2020 One of these days, the MMT believers will have to confront the real cost of the Debt … Read more

Greater Greed Than 1990s Tech Bubble

by UPFINA If you aren’t an experienced investor or one that studies history, you will easily get swept up by the cycle. It’s almost impossible not to get swept up by the rally in the big internet stocks which has accelerated this year. Paul Singer stated, “As a runaway bull market persists, its relentless vacuum cleaner eventually … Read more

Sen. Rand Paul: We should all join President DonaldTrump in advocating to stop our endless wars. Liz Cheney not only wants to stay forever, she’s leading the fight to try to stop him from leaving. Unacceptable.

We should all join @realDonaldTrump in advocating to stop our endless wars. Liz Cheney not only wants to stay forever, she’s leading the fight to try to stop him from leaving. Unacceptable. https://t.co/yCS93P3zos — Rand Paul (@RandPaul) July 21, 2020  

China’s Hidden Cold War with the West

The US is in another Cold War with the Chinese Communist Party. But it was late to the game. A new book, Hidden Hand: Exposing How The Chinese Communist Party Is Reshaping The World by Clive Hamilton and Mareike Ohlberg, details how China has slowly subverted the West using espionage, the national security risks of … Read more

NYPD Officer LEAKS de Blasio’s BIGGEST Secret about BLM Street Mural in front of Trump Tower

https://www.youtube.com/watch?v=iIFjIY0Gdls 100% Fed Up reports, Independent journalist Drew Hernandez captured an exchange between NYPD officers and pro-cop supporters who wanted to deface the “Black Lives Matter” message painted in front of Trump Tower on the street in New York City. When the police officers asked why they were stopping them from defacing the graffiti, the … Read more

BOOM! WH Press Sec. McEnany DESTROYS CNN’s Jim Acosta for Asking Ridiculous Russia Question

https://www.youtube.com/watch?v=qV2sJu_iAmk C. Douglas Golden from The Western Journal reports, During a press briefing, CNN’s chief White House correspondent was asking about the alleged Russian bounties on U.S. soldiers in Afghanistan with a ton of loaded assumptions baked in. If you don’t have full knowledge of what happened here, don’t worry. You know who else doesn’t? … Read more

Options Risk in the Stock Market

by Erik Lytikainen Options risk in the stock market? Over the past two years there has been a growing interest in “options gamma” in the markets. As shown below, Google trends show a surge in interest, spiking around the March 2020 sell-off. Source: Google Trends Option gamma is a concept that many find difficult to … Read more