Libor making fresh cycle highs again pic.twitter.com/XastpX2qBh
— Alastair (@StockBoardAsset) November 4, 2018
Bad news for US debt markets: EU & JPN cost to hedge dxy-
denominated assets hit 2018 high; a jump in hedging costs for foreign buyers tends to suppress foreign demand in treasury auctions, at time when Trump admin about to run $1tln deficit pic.twitter.com/IgWXE86oWI— Alastair (@StockBoardAsset) November 4, 2018
If you are middle class & are overleveraged, your forced deleveraging period has just started. I wish you luck. pic.twitter.com/otPi9nIZ9O
— Alastair (@StockBoardAsset) November 3, 2018
Yep, those buybacks are wonderful… but, what's the point of sacrificing the company's credit rating to hold off the inevitable? Isn't that a little bit "Extreme Greed"? Case in point – IBM pic.twitter.com/Hq43nig8Ud
— thomas (@VolumeDynamics) November 3, 2018
https://twitter.com/AndysCycles/status/1058993276907188225
The average S&P 500 company carries the highest net leverage on record
Strong risk factor pointing to. BEARISH resolution of this previous post re $SPX #equities pic.twitter.com/0IowJKwkEc
— mcm-ct.com (@mcm_ct) November 4, 2018
— Alastair (@StockBoardAsset) November 4, 2018