by Joesocktwo For the handful of people here who actually understand greeks, this post isn’t for you. For the rest of you numbnuts buying 0DTE FDs, this is for you. Virtually every major crash has a characteristic anatomy You’re …
by HTHID Curious on others’ thoughts. The Institute for Health Metrics and Evaluation predicts peak hospital resource use for the US due to the coronavirus will occur on April 15, 2020. https://covid19.healthdata.org/projections
by Reptar4President I’m looking at putting some money into a few different small and micro-caps, and one big boy. Thought I’d put them out there and see if anyone has any thoughts on them. Some background: I used to trade …
by Connorvo We have been looking at unusual insider compensation activity (executive purchases, sales, grants) for a while now and will start posting the previous week’s findings here. It is still a fairly new effort and we need a bunch …
by TheDitkaDog Hello I’m Ditka. I follow the transport sector: CSX provides rail freight transport over a network of approximately 21,000 route miles and 36 terminals across the Eastern Half of the US. It owns approximately 4k locomotives, 60k rail …
For any bullish investors left, the reality checks are coming thick and fast https://t.co/9ztKPNui76 via @markets — Sam Potter (@SamJPotter) April 1, 2020 Good memo from Howard Marks: “.. assets were priced fairly on Friday for the optimistic case but …
by Michael Snyder With each passing day, it seems like the forecasts for the rest of 2020 are just getting worse. Initially, most of the “economic experts” on television were warning that the coronavirus pandemic may push our country into …
By Wolf Richter for WOLF STREET: HSBC and Goldman Sachs have now both come out with estimates about the extent of the collapse of share buybacks. So far into this crash, over 50 companies have suspended share buybacks, accounting for $190 billion in …
by Keith Weiner of Monetary-Metals So, the stock market has dropped. Every government in the world has responded to the coronavirus with drastic, if not unprecedented, violations of the rights of the people. Not to mention, extremely aggressive monetary policy. And, they are …
by scarvesandsuspenders Here is the DD. https://imgur.com/G2eoTSs Here is a post made that shows the striking resemblance between the recent stock movements and the 1929 crash. Interestingly, a 27% drop from here would put us right at my support level …
A Quarter of Annual Buyback Volume Has Been Yanked, Goldman Says Cash-conserving companies continue to rein in buybacks. Data compiled by Goldman Sachs Group Inc. shows that almost 50 U.S. firms have suspended existing authorizations in the past two weeks, …
Meanwhile, long-dated Ford bonds also falling to new lows today. I find this interesting because there are pockets of stress in riskier credit that seem to be deepening, even with the Fed stepping in & buying higher-rated credit. pic.twitter.com/gbCXwwPB0T — …
by Robo13 The stock market is often broken up into a few different categories that gives a general overall look at the economy. With the markets recent crash, the next few months will have some great buying opportunities for a …
$HYG $JNK $BKLN $LQDBond manager seeks waiver to avoid fire sale of junk bonds – https://t.co/4xTAQbF31s via @FT — Win Smart, CFA (@WinfieldSmart) April 1, 2020 Moody’s cuts outlook on $6.6 trillion US corporate debt pile to ‘negative’ Moody’s Investors …
by Shaun Richards This morning has seen a does of economic news from the epicentre of the current pandemic and hence crisis which is China. This is keenly awaited as we see how the economy responds to the pandemic. Sadly …
by The Phoenix Stocks are roughly flat this morning. The issue for everyone is whether THE bottom is in, or if it’s simply just “a” bottom and stocks are due to retest the lows. No one knows the answer to this. If …
by UPFINA Restaurants are in complete turmoil because they are places were people gather together. Gathering together is against CDC guidelines (until April 30th) so most have had to close. On OpenTable, bookings have been down 100% yearly in America for …
The big question: Who is going to bail out whom? -Plunging corporate earnings & household consumption-Government spending skyrocketing-Economy falling to pieces The US government is broke. Increasing money supply won’t fix anything. It's time to buy gold & sell stocks. …
by jkracx chart Resistance points 1. We just barely broke through a strong trendline (brr power bull trap?) into a phat double top Now we’re about to hit the .382 Fibonacci retracement point (Not easy to break through) We’re also about to …
by Dave Kranzler of Investment Research Dynamics “If you infuse Keynes’ economic and monetary theories with LSD you end up with MMT (Mondern Monetary Theory)” While the coronavirus to be sure is the “black swan” that pricked the stock bubble, market forces eventually …
by The Phoenix Stocks are up somewhat this morning. This marks the second Monday stocks will open in the green (last Monday was a green open as well) following two horrifically bad weekend sessions that saw stocks open limit down or …
by Frank Holmes, CEO, U.S. Global Investors Extraordinary times call for extraordinary measures, as they say, and the past number of days have been nothing if not total confirmation of that adage. As of Monday morning, the number of confirmed …
by Potstick3rs So I’ve been looking at CLOs (Collateralized Loan Obligations) recently and I’ve got to say… This stuff sounds like a “largest bag of odorous excrement” to quote Jeremy Irons. If you’re not familiar with CLOs you should read …
by Davidkingq123 Global stocks are edging lower, and oil prices have plunged to 17-year lows at the start of another week set to be dominated by the coronavirus pandemic. But U.S. stocks rallied on Monday. The investor optimism came despite …
Fed seems to suggest this too https://t.co/ggpXug3UKv — Jordan Schachtel (@JordanSchachtel) March 30, 2020 FED: Third of Americans will be unemployed… KEY POINTS The coronavirus economic freeze could cost 47 million jobs and send the unemployment rate past 32%, according …
by hjkoivu I’m gonna be honest here. Every bull out there should be nervous in this blind optimism. First of all the VIX is still very elevated. Second, we’ve been receiving nothing but bad news and stocks are still going up. …
by HowGreatAreYourDanes Credit for the content below should go to Barry Habib of MBS Highway. THE CORONAVIRUS MELTDOWN The current coronavirus crisis is having a critical impact on the mortgage industry, which could potentially make the 2008 financial crisis pale …
This is a fascinating story that’s likely to fuel market volatility and screw up valuations for a while.@YahooFinance Morning Brief has explored this in recent weeks: https://t.co/PxQHCJuMaJhttps://t.co/V2hKQldqMuhttps://t.co/X6V2ongXn8 https://t.co/lcGT1M8yWT — Sam Ro 📈 (@SamRo) March 30, 2020 The best #recession indicator …
by Global-Quiet I’ve noticed a trend of posts which can basically be reduced to be “it’s bad, so let’s short”. I’d suggest that we should go beyond this type of analysis to not get caught holding the bag. In short, the …
