by Michael Everyone can see that something really strange appears to be happening, and now even Tucker Carlson is talking about it on television. For months, unusual fires have been erupting at important food industry facilities all over America. Last Thursday, I put together a list of 16 major fires that have occurred just since the start of … Read more
One troll asked if I am massively long t-bonds given my deflation stance. NO. Balanced funds are getting smoked and the pain is only beginning. You can't be long ANYTHING until the Fed reverses policy and re-starts QE. We are heading into a BLACK HOLE of liquidity. pic.twitter.com/IugY96W93F — Mac10 (@SuburbanDrone) April 24, 2022 10Yr … Read more
Rob Schmitt: Barack Obama, Taylor Lorenz, and Democrats “know how dangerous it is to show Americans the sickness inside of their party.” Transcript of the first several minutes. ———- Rob Schmidtt: Former President Obama resurfacing today on the radical left-wing campus of Stanford University just outside San Francisco. Obama giving a speech that touched on … Read more
MORE – The provisional agreement on the "Digital Services Act" reached today is subject to approval by the EU Council and the European Parliament.https://t.co/eauhj037o5 — Disclose.tv (@disclosetv) April 23, 2022 E.U. Censor the internet act. The European Union is working to massively expand online censorship, strictly regulate speech during times of “crisis” and restrict online … Read more
We’ve gone from RECORD EASING to RECORD TIGHTENING. This won’t end well. Our CCI composite combines the 5 key drivers of the profits cycle. Stay far away from risk-on strategies. #macro $SPY pic.twitter.com/fFvkIhkUfz — Kantro (@MichaelKantro) April 23, 2022 Here is one component, change in rates, leading EPS revisions by 18m. Repeat, it takes a … Read more
https://twitter.com/leadlagreport/status/1517667572950441984 https://twitter.com/asymmetricalpha/status/1517665709106548741 Europe's Recovery Will Have to Wait: the war is a serious setbackThe economies of the European Union were generally on the right track but were anything but booming. Now, even this seems a thing of the past – at least for the next few quarters. — @GPFutures pic.twitter.com/Gga0tJmM0d — Emil (@EmilKalinowski) April 22, … Read more
S&P500 trades at PE of 19x… whereas the 10y yield at 3% implies a PE of 14x… and with CPI at 8.5%, rates could still go higher… It's all fun and games until stocks reach absurd valuations at the peak of the business cycle. pic.twitter.com/jWnHDjinnZ — Otavio (Tavi) Costa (@TaviCosta) April 22, 2022 2007, I … Read more
No need to go to Russia to have the media unanimously calling for a vote for its president. In France we have that too. h/t pacmanpill
Evanston–Skokie School District 65 has adopted a radical gender curriculum that teaches pre-kindergarten through third-grade students to celebrate the transgender flag, break the “gender binary” established by white “colonizers,” and experiment with neo-pronouns such as “ze,” “zir,” and “tree.” I have obtained the full curriculum documents, which are part of the Chicago-area district’s “LGBTQ+ Equity … Read more
The municipality of Bologna, Italy, is rolling out a soft social credit score in the Fall, the first of its kind in Europe. The municipal government is introducing a “smart citizen wallet” that can receive “digital points” based on whether a citizen has demonstrated “virtuous behaviour.” Residents can then use these digital points for discounts … Read more