Spot the bubble before it bursts

by cinemagical414 Every financial crisis is exactly the same. Investors figure out a fun new way to make money, lever up their investments, convince dumber investors and businesses to buy in, lever up some more, spread the risk around the …

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Goldman Sachs warns data point to a historic and frankly apocalyptic surge in unemployment insurance claims, from current 281,000 to 2,250,000 in next week’s report.

Yes you read that right. https://twitter.com/michaelsderby/status/1240805923389669377?s=21 😬 "Americans will need to stay home for at least several weeks" https://t.co/DhcK4sHust — M/1_LP (@MI_Investments) March 20, 2020 Upcoming job losses will be unlike anything the US has ever seen The coronavirus crisis …

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This is not a black swan…

by SpontaneousDisorder Its not a black swan. This is a flock of black swans all at once. (actually a wedge but that sounds weird). The worst pandemic in 100 years, demand shock, supply shock, supply chain disruption and the financial …

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BLOOD IN THE STREETS

by CRESCAT CAPITAL Dear Investors: Are you looking for securities to buy to take advantage of the carnage in the financial markets from the coronavirus? Baron Rothschild, the 18th-century British banker advised that “The time to buy is when there’s blood …

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Mnuchin – 20% unemployment possible

Which would bring us into a depression. Mnuchin warns virus could yield 20% jobless rate without action Treasury Secretary Steven Mnuchin raised the possibility with Republican senators that U.S. unemployment could rise to 20% without government intervention because of the …

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We are getting started.

by SS2907 This panic has been going on for roughly a week and a half now and people are losing their shit, we all know this. City governments, including watershed departments are shutting down. Some news I found out today …

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Be wary of upcoming fake-outs.

by kotdbt For those who have been through a prolonged bear market, feel free to skip or just comment “ban”. For the newer folks here, be prepared to have your emotions fucked with big time over the next few months. …

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America is f*cked

by YesImEm Me again from Ireland. Overnight, 100,000+ jobs have been, at least temporarily, lost SOLELY because of the pub closures. We are only at 223 cases. Or 0.0046% of the population. Look at ISEQ, DAX, FTSE, FTSE MIB, CAC. …

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Market Participants Still Too Optimistic

by UPFINA Let’s start with what is driving the economy and markets: COVID-19. We suggest you visit https://www.worldometers.info/coronavirus/ to find the latest updates on the number of cases and deaths from the new coronavirus because whatever we write here will be stale quickly. …

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EU Bond market creaking

by Desogames No need to make this post long. This one’s pretty obvious. No way in hell do i trust the greek 10 year right now; but i wanted to see if the periphery was disconnecting from the EU’s “core” (and …

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Bad, very bad

Bad, very bad pic.twitter.com/57oSedRHtZ — Jim Bianco (@biancoresearch) March 17, 2020 Investors looking for the bottom right nowpic.twitter.com/9RLb0mn3pi — Nick Maggiulli (@dollarsanddata) March 16, 2020 That makes sense. pic.twitter.com/hKOhF0OQxj — Rudy Havenstein, Senior Markets Commentator. (@RudyHavenstein) March 16, 2020 “The …

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Things are so bad even bears are hoping for a rally.

https://twitter.com/NorthmanTrader/status/1239509936020873218 With SPY trading down around 10% we are sitting near last weeks overnight lows around this level… let’s see what happens after futures open and then immediately freeze. https://t.co/yCrV7LlePl — The Long View (@HayekAndKeynes) March 16, 2020 The plumbing …

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DD : Intel

by the_dark_side A little bit of background on Oregon, where the Intel Headquarters is located and 40% of their overall Fabrication sites are located.: Oregon can currently test about 80 people a day. Basically, we have no idea how many …

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Some DD on oil and the industry

by LeChatBurglar I’ve been seeing a lot of people buying calls/LEAPs for oil, USO, service companies, etc. and saying they’re a good buy right now. There is further pain for the oil business, even if Saudi and Russia hug and …

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