https://twitter.com/OccupyWisdom/status/1035734735681675265
China Exports & Imports to US hit a brick-wall — US $200BLN in tariffs for China coming next week pic.twitter.com/9fo0txiqWE
— Alastair (@StockBoardAsset) September 2, 2018
https://twitter.com/OccupyWisdom/status/1036053567327686657
Key divergence between two consumer sentiment/confidence indices, now at the highest level since 1980. This spread widened prior to all the last recessions. See chart below: Conference Board Consumer Confidence vs University Michigan Consumer Sentiment Index. pic.twitter.com/Z5YlzNOyCp
— Otavio (Tavi) Costa (@TaviCosta) August 31, 2018
"Nearly $1 billion flees third-largest debt ETF…First, it was emerging markets. Then U.S. stocks. Now the flight from risk is spreading to bonds." https://t.co/asl9ifDHsH pic.twitter.com/f9M7iNVefo
— Trevor Noren (@trevornoren) August 31, 2018
https://twitter.com/OccupyWisdom/status/1035634159056764928
https://twitter.com/OccupyWisdom/status/1036090844875554817
US Leading Indicators For Industrial Production seem to be fading here. Reflation attempt #3 via .@NewYorkFed could be like the last: failed. pic.twitter.com/rh0yMlha7S
— Alastair (@StockBoardAsset) September 1, 2018
PE Bands on $SPX — Maybe overvalued? pic.twitter.com/GYZJ8rHJCa
— Alastair (@StockBoardAsset) September 2, 2018
The important thing RE P/E valuation today is to understand collateralized loans funding share repurchases MEAN IF FIRMS RECEIVE COLLATERAL CALLS ON THOSE LOANS… non float shares will become FLOAT shares & raise P/E ratios, so real P/E ratio of $SPX is likely 50%+ higher (min) https://t.co/CGH3ON65do
— mcm-ct.com (@mcm_ct) September 2, 2018
OECD Economic Outlooks G7 Forecasts pic.twitter.com/4tTDXM3whp
— Alastair (@StockBoardAsset) September 1, 2018
If countries with current account deficits are experiencing a currency crisis, how long before the nation with the world's largest current account deficit experiences one too? What's worse is that while other nations borrow to fund capital investment, the U.S. borrows to consume!
— Peter Schiff (@PeterSchiff) August 31, 2018
https://twitter.com/OccupyWisdom/status/1036085195345149953
https://twitter.com/OccupyWisdom/status/1036085199375925250
https://twitter.com/OccupyWisdom/status/1036085201103974400
https://twitter.com/OccupyWisdom/status/1036085208343343104
https://twitter.com/OccupyWisdom/status/1036085211791077376
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