by confoundedinterest The US Congress will never stop giving away money in the form of entitlement promises, etc. Just look at USDebtClock.org if you don’t believe me. Of course, trying to get politicians to act prudently is out of the question. So …
A second case of the coronavirus outbreak has been confirmed in the United States. Dr. Eric Toner of Johns Hopkins Center for Health joins CNBC’s “Power Lunch” team to discuss.
If the dot-com and housing bubbles were The Fed’s prelude and opening acts, they’ve surely created the biggest bubble of them all since the 2008 bust. The coming financial crisis may very well be The Fed’s swan song. Sound money …
Typical bull argument: “Can’t have recessions with low interest rates.” False. Japan had multiple ones with avg long-term rates well below 2% in the last 20 years. Including two 60+% equity crashes. And their debt service ratio was even lower …
Mind-boggling. 8 out of 11 sectors are at record valuations. Unparalleled to anything we’ve seen in the last 30+ years. The boom and bust cycle isn’t over. pic.twitter.com/jp83TunwlI — Otavio (Tavi) Costa (@TaviCosta) January 23, 2020 Boeing. Everyone wants to …
November world trade volume #'s out World trade volume decreased -0.6% month-on-month (growth was 0.5% in October) World trade momentum was -0.2% (non-annualised; 0.3% in October) (Source: CPB Netherlands Bureau forEconomic Policy Analysis) pic.twitter.com/SuCzk9HMDW — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) January …
The Fed’s “temporary” liquidity injections have become permanent. Balance sheet now $4.15 trillion. In three months balance sheet could be back to peak level. And injections are unlikely to stop, as sovereign yields would rise. pic.twitter.com/P5Nq2WuuCv — Daniel Lacalle (@dlacalle_IA) …
by UPFINA The S&P 500 hasn’t had a 1% or more move in 72 straight trading sessions (as of Friday). That’s the longest streak since October 2018. The longest streak in 24 years is 94 days ending in January 2018. Furthermore, …
by Chris On the one hand there’s no new news, the number of new cases and fatalities is frozen for many hours. On the other hand there’s this: One of these two data points is closer to the truth than …
https://imgur.com/gallery/z4WscUm Grounding planes for a couple months more justifies a 10% loss in stock price? Thank god tdameritrade allows 4x margin (My account is 80k but I leveraged to 320) See you guys in tendieland Disclaimer: Consult your financial …
by advisorymgr
by optionseller It is clear that some institution opened a 23.3 million position in AAPL calls this Friday, expiring in 14 days. The 300 strike call dwarfs ATM calls volume 5:1. This is beyond autistic scale. Some serious money at …
by InterestingNews1 Value Stocks (Bed Bath and Beyond, Subaru and Express) Barron’s round table last weekend highlighted a couple of interesting opportunities, namely Bed Bath and Beyond and Subaru. After years of poor performance, that has seen the stock price …
by bigbear0083 It has been a few weeks, if not a few months since we have seen any kind of meaningful downtick in this market over the past couple of months. It has been nothing but up for a …
by Power80770M Because the market is finally breaking. It was held up with retard strength the past few months. I’m not going to short when it’s grinding higher every day, I’m going to short when it finally breaks. Disclaimer: …
by UPFINA In a simple world without expectations, stocks would rise as much as earnings grow. As we know, it’s not a simple world as expectations rule the day. We often see investors jump the gun by buying before the first …
via sentimentrader Two weeks ago, options traders pressed their bets, pushing speculative activity to a record high. And they just keep pressing. Last week, call buying to open as a percentage of all NYSE volume hit a record that had been …
Blame the Fed. Blame tariffs. Blame GM. Blame Boeing. But US industrial production has fallen from 5.4% growth in September 2018 to minus-1.01% in December. “Production has been negative for the last four months.” (via DRW) pic.twitter.com/QvqGqtQxAe — Carl Quintanilla …
by ItLiesInTheProles For everyone else being blindsided by the Coronavirus news, I’ve been trying to research how outbreaks have affected previous stock-markets. I have somewhere between 20-25% in “emerging” and foreign markets and I’m down a bit from last week. …
by bunnydoge Like Brave New World, economic activity in China always struck me as a little bit circular — aggressive local government growth targets, aggressive subsidies in strategic industries, extensive regulatory bureaucracy, and of course, ghost cities. Economic progress always …
‘We’re just in the craziest monetary-fiscal [policy] mix in history. It’s so explosive, it defies imagination. It reminds me a lot of early ’99 [when inflation was low and stock markets were soaring]. The difference is the fed funds rate …
via factset For the fourth quarter, the S&P 500 is reporting a year-over-year decline in earnings of -2.1%, but year-over-year growth in revenues of 2.7%. Given the dichotomy in growth between earnings and revenues, there are concerns in the market about …
by MakeTotalDestr0i I have been reading annual reports and prospectus of some big companies and some of the covenants on old loans/bond debt will get triggered and accelerate repayments and all sorts of other crazy things if the next …
via creditbubblebulletin ETF.com: “…Investors kept plowing money into U.S.-listed ETFs. A cool $13.4 billion flowed into the space during the week…, sending year-to-date inflows to $35.2 billion, well ahead of year-ago levels of $8.4 billion.” Bloomberg: “Global currency volatility has dropped …
RT, Released on 1/20/20 As the World Economic Forum prepares to kick off in Davos, the IMF has slashed its outlook for global growth on turmoil and instability. Todd Horwitz of Bubba Trading gives us his outlook on what the …
By Tsvetana Paraskova Saudi Arabia’s economy is expected to grow by 1.9 percent this year, the International Monetary Fund (IMF) said on Monday, revising down its forecast of 2.2-percent growth from just three months ago, due to expected lower Saudi oil production …
by Hari Kapoor The U.S. Soybean Market, Pre-Trade War Agriculture has been a backbone of the American economy, but the industry has been facing strong headwinds amidst the tit-for-tat trade war between the U.S. and China. For soybean farmers, the economic …
by hello-world-foo-bar Everyone on here says stocks are not overvalued when interest rates are at 2%. But 2% is a short term anomaly. Historically, the Fed had to cut 5% to get us out of a recession. 5% fed fund rate …
by Chris Vermeulen of The Technical Traders Even as we write this post, the US Stock Market continues to push higher as global traders and investors pour capital into the continued US rally. The strong US Dollar continued to attract capital from around …
From Birch Gold Group Many people have heard of “the 1%”, which is normally used to describe the top one percent of the wealthy. In recent decades, as the bottom 50% of the United States has seen its collective share of …