by John Mauldin Ordinary problems don’t disappear during a crisis. Take debt, for example. If you were saddled with debt at the beginning of March, you’re still saddled with debt, and likely more of it. Where the heck do you even …
Delinquencies among borrowers for past-due mortgages are soaring, a sign that Americans are struggling to pay their bills due to a wave of layoffs or lost income from the coronavirus pandemic. Mortgage delinquencies surged by 1.6 million in April, the …
by jessefelder “In my opinion, you have to be wildly optimistic to believe that corporate profits as a percent of GDP can, for any sustained period, hold much above 6%. One thing keeping the percentage down will be competition, which …
by scuczu Tiny investors are historically bullish. Last week, the smallest of options traders (those who trade 10 contracts or fewer at a time) positioned themselves to bet on a rally, buying bullish calls and selling bearish puts at a …
by stapleosprey_the_god
https://twitter.com/NorthmanTrader/status/1263048041352888321 https://twitter.com/hks55/status/1263124303014506502 https://twitter.com/hks55/status/1263107542101766153 United States Debt Holders By Size. Japan is the second largest holder of Treasuries. pic.twitter.com/Wfz44kCeDT — Daniel Lacalle (@dlacalle_IA) May 20, 2020 Central banks are causing massive inflation in sovereign bonds and disguising real risk. In any …
by RayCashIsTrashDalio Every time Lil Yachty releases an album or song the market crashes. Lil Yachty is the key to this market. Call me crazy but this is just as good as anyones technical anal-ysis Lil Boat 2 March 2018 …
It is so easy to be wrong—and to persist in being wrong—when the costs of being wrong are paid by others. — Thomas Sowell Quotes (@ThomasSowell) May 20, 2020 https://twitter.com/VailshireCap/status/1262794397244026880 Herablife selling $600 million in junk bonds to fund …. …
by AveenoFresh As promised, here are the earnings for next week. I’m posting so you guys can play earnings wayyyy before earnings whisper comes out with their graphic. Just like last time, the tickers are ordered by marketcap and I’ve …
https://twitter.com/TenYearNote/status/1262888028533477376 https://twitter.com/ThinkTankCharts/status/1262828860233695233 In Georgia, where restaurants have been open for three weeks, bookings are still down by 84% https://t.co/fqlY1AT9Xr — The Economist (@TheEconomist) May 20, 2020 The retail sales report in the US suggests a disastrous fall in personal consumption …
by Michael Markowski Based on the findings from my most recent empirical research, it will be at least 11 years before the US’ stock market and GDP climb back to above their recent all-time highs. Since the S&P 500, Dow and …
by SpontaneousDisorder Shocking amount of optimism and complacency in the markets here. Its typical of an early bear market rally to recreate the optimism of the top. Should be a good setup for another crash in the months ahead. …
by spanky2222 I’ve tracked a ton of Jim Cramer’s picks, and I’m here to give you the THEN and NOW. (rounded) PICKS – THEN 5/2014 – NOW AL – 38 – 26 ED – 55 – 73 EOG – 105 – 52 GE …
https://twitter.com/NorthmanTrader/status/1262688423896375299 Price/Earnings to Growth (PEG) ratio is Price to Earnings (P/E) divided by the expected earnings growth rate. This particular example shows a 5-year earnings growth expectations. The ratio's value is the highest for at least 25 years How this …
by Michael Snyder Very few people are talking about it, and even fewer are bothering to object, but by borrowing and spending so much money our politicians are essentially feeding America’s financial future into a wood chipper. It took from …
by Egon von Greyerz Egon von Greyerz interviewed by Jan Kneist of Goldseiten. The ruling of the Federal Constitutional Court sets Germany against the EU. A planned crash? Southern Europe cannot exist without tourism. But the bang will probably come …
Worst global, economic crisis in 90 years. https://t.co/GdcCDJZU3U — Carl Quintanilla (@carlquintanilla) May 18, 2020 https://t.co/XMhjk6yL8J — Alastair (@StockBoardAsset) May 18, 2020 "The proponents of 'Modern Monetary Theory' are wrong in suggesting that a government that issues debt in its …
On the same day the Atlanta Fed estimates Q2 real GDP at -42.8%. Meanwhile, 100,000+ small businesses have closed forever. Totally normal. https://t.co/cCm7EkMRgH — Nomi Prins (@nomiprins) May 18, 2020 https://twitter.com/vixsquared/status/1262454006326210561 "It's different this time""It's different this time""It's different this …
Photo by Flickr.com | CC BY | Photoshopped From Birch Gold Group This week, Your News to Know rounds up the latest top stories involving gold and the overall economy. Stories include: Powell boosts gold in Fed speech, why gold is the best bet to …
https://www.youtube.com/watch?v=41A6U76PWLY Experts have been alerting that a stock market crash is forthcoming. This time around, the damage will be so extreme that it will take decades ahead to recover from it. That’s what the chief macro strategist at Contrarian Macro …
by johnhammondsexpenses People who are jumping in now are doing so because they think things will play out like in 2008 where in 5 years everything had already gotten back to where it was and kept going. Technically from where …
GOLDMAN LOWERS EPS GROWTH EST FOR Q3 TO -30% FROM -21%, NO LONGER SEES FULL Q4 RECOVERY — The_Real_Fly (@The_Real_Fly) May 18, 2020 #India 🥶 https://t.co/byj60M5r9g — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) May 18, 2020 The retail sales report in …
The seasonally-adjusted SGS Alternate Unemployment Rate reflects current unemployment reporting methodology adjusted for SGS-estimated long-term discouraged workers, who were defined out of official existence in 1994. That estimate is added to the BLS estimate of U-6 unemployment, which includes short-term discouraged …
by justin_time_4_life Not sure what to do with this intel, but here it is. I live in Denver but 4.5 East, we have a property in farm/ranch country in north central KS. Great bird hunting. Been out here since March …
Wayfair, Zillow, Uber, Lyft, WeWork, Carvana, Tesla, Airbnb, Casper Sleep, Zume, and many others – they all have accomplished an amazing feat: losing tons money year after year during the Good Times in mundane profitable industries. By Wolf Richter for WOLF STREET.
by Charles Hugh Smith The increasing concentration of the ownership of wealth/assets in the top 10% has an under-appreciated consequence: when only the top 10% can afford to buy assets, that unleashes an almost karmic payback for the narrowing of ownership, …
Cycle expert and financial analyst BoPolny thinks the stock market will have another leg down to “around 15,000 on the DOW, if not lower, by June of 2021.” Polny also says, “The markets are finished. We have only seen the …
by MTGCollectingAL Not the typical puts/calls DD but thought some here might like a different approach to gambling in the market. You probably can’t do this on robinhood. Rationale: CHK is in a world of trouble and likely to …
by TheCuriousKea This is the week that if we don’t see positive momentum in the tanker sector then you better be long or gone because we are in for a rough ride on a limp dick sideways. Here’s the factors: …
by Alfredo_av – Virgin laid off more than 3,000 people, including 600 pilots. – Virgin Australia files for bankruptcy. – Air Mauritius entered administration proceedings – _ South African Airways_ is bankrupt. – Finnair returned 12 planes and laid off …