Think you‘re well diversified buying the All Country World Index? It‘s now pretty much a bet on Tech and Healthcare… 20 day average for Healthcare & Biotech Optimism indices near *HIGHEST LEVEL EVER*. Forward P/E looks very expensive April 30, 2020 12:53 pmApril 28, 2020 9:12 am
“The damage to the household sector is so severe that it is going to impair living standards for most of the decade.” April 27, 2020 11:26 pm
Why Beyond ($BYND) is skyrocketing and why the meat shortage is worse than you think. April 27, 2020 11:19 pm
This market is not a bear trap. It’s on death watch. The 2020 2nd and 3rd quarters of every market, every country, every bank, every bond, every loan and every live human will suffer from the worst crash in human history. April 30, 2020 12:54 pmApril 27, 2020 10:57 pm
While everyone is watching the meltdown in the crude oil market, the global market for natural gas is also cratering. April 28, 2020 7:59 amApril 27, 2020 9:17 pm
Looks like the up move stalled back around Apr 10th and since has been doing a reset and now terminal attempt higher that should fail. April 27, 2020 1:20 pm
White House: Q2 GDP Will Be Biggest Negative Number Since Great Depression… FHFA: The Wave of Defaults That Are Right Behind the Cares Act April 28, 2020 7:59 amApril 27, 2020 11:38 am
Bank of Japan set for unlimited money printing. What could possibly go wrong? April 27, 2020 11:28 am
This crisis is far from over! First final phase of Deflation – then Stagflation. Equities will bottom at much lower levels. Take care! April 28, 2020 7:59 amApril 27, 2020 10:33 am
“The Food Supply Chain Is Breaking” And We Are Being Warned That “Meat Shortages” Are Imminent April 27, 2020 6:26 pmApril 26, 2020 11:49 pm
The Fed is in BOJ’s 2007 position, but US stocks are absurdly more overvalued. Buy gold & sell stocks. April 26, 2020 6:12 pm