Inflation Danger! The Rules Of Investing Have Just Changed

Grant Williams interviewed by Adam Taggart on Peak Prosperity For decades now, interest rates have plummeted, bringing the cost of borrowing to all-time lows. Over the same period, the digital revolution has brought down operating costs faster than at any time in human history. This secular deflation in the financing and operation of businesses has been one of the … Read more

Obama lies on 60 Minutes… Scott Pelley stays silent…

Obama lies on 60 Minutes… Scott Pelley stays silent… https://t.co/naIJ3k0M8c — Citizen Free Press (@CitizenFreePres) November 16, 2020 UNHINGED: Barack Obama — who droned weddings & targeted journalists — compares @realDonaldTrump to a dictator who thinks, "I can kill people. I can throw them in jail. … I can suppress journalists." pic.twitter.com/lMo7C7DD74 — Steve Guest (@SteveGuest) … Read more

The United States has by far the highest per-capita healthcare costs in the world, but is not in the top 30 for either high life expectancy or low infant mortality.

The United States has by far the highest per-capita healthcare costs in the world, but is not in the top 30 for either high life expectancy or low infant mortality. https://t.co/2vtWLtWP9M pic.twitter.com/E1v7pByzRl — Lyn Alden (@LynAldenContact) November 15, 2020

NVIDIA DD

by NdSeIr I’m not seeing a lot about NVIDIA so here’s my DD. It reports earnings on 11/18 after market close. Expectations are high. Revenues are expected to be around 4.4 billion, a 46% increase year over year. EPS are expected to be $2.57, an increase of 44% year over year. NVDA has beat the … Read more

For any NIO position holders.

by sleepybats https://www.barrons.com/articles/largest-u-s-pension-bought-up-ev-stocks-nikola-and-nio-and-zoom-51605441621 https://cntechpost.com/2020/11/15/analysts-expect-nio-sales-to-reach-100000-units-next-year/ https://www.ft.com/content/2dff91bd-ceeb-4567-9f9f-c50b7876adce https://www.theguardian.com/environment/2020/nov/14/uk-expected-to-ban-sale-of-new-petrol-and-diesel-cars-from-2030 https://equalocean.com/briefing/20200915230003695 (old news?)   Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence or consult your financial professional before making any investment decision.

Softbank exits stake in 24 companies, exits AMZN, GOOG, TSLA

Masayoshi Son’s Softbank Group (OTCPK:SFTBY) has slashed its exposure to stocks. In its latest 13F, it reported September end total portfolio value of $12.92B, sharply down from $17.52B at the end of the June quarter. A recent WSJ article reported that in recent months Mr. Son made a “surprise move to become essentially a day-trader, personally directing a team of … Read more

Buffett Indicator: Why Investors Are Walking Into A Trap

by Lance Roberts “The stock market is not the economy.” Such has been the “Siren’s Song” of investors over the last couple of years as valuation expansion has been the sole driver of the market’s performance. However, given that corporations derive their revenue from economic activity, the “Buffett Indicator” suggests investors may be walking into a trap. Read Part 1 … Read more

Velocity + M2 + Below = Commodities to the moon

Velocity + M2 + Below = Commodities to the moon pic.twitter.com/7WcOfvJsW3 — Win Smart, CFA (@WinfieldSmart) November 13, 2020 CURRENCY DEBASEMENT CYCLES $GLD pic.twitter.com/bE5tbCRXSi — Win Smart, CFA (@WinfieldSmart) August 8, 2020 Hello Saturday! The total amount of negative-yielding #debt is at record levels again. pic.twitter.com/n4DWMpJI13 — jeroen blokland (@jsblokland) November 14, 2020 Public debt … Read more

WE CALLED IT! AOC Gives Dem Senator the DEATH STARE after He Refuses to Back Radical Policies

https://www.youtube.com/watch?v=AkhpSqX6jlU Kristinn Taylor from The Gateway Pundit reports, There is a saying that ‘when you throw a rock at a pack of dogs, the dog who howls is the one you hit.’ Well, moderate Sen. Joe Manchin (D-WV) threw a big ol’ rock at The Squad progressive wing of the Democrat Party and got a … Read more

OH NO! Hillary Clinton EMERGES from the Shadows with Job Offer from Joe She Won’t Refuse

https://www.youtube.com/watch?v=reNlP44KfDE Rusty Weiss from The Political Insider reports, Joe Biden’s transition team is reportedly eyeing former Secretary of State Hillary Clinton as a potential ambassador to the United Nations (UN). The media-named president-elect has already gone forward in setting up and planning a team for when he is officially cited as president, naming Big Tech … Read more

“It wouldn’t be as large as what we experienced in the first half of the year, but it would be a double dip,”

https://twitter.com/MarketsMeddlers/status/1328111571516727297 #Récession 2020 vs récession 2008 pic.twitter.com/GuQk52rehA — Marcenac Philippe (@MarcenacPhilip1) November 15, 2020 #recession … #GFC2 #Eurozone edition https://t.co/Izx5NG64XX — Invariant Perspective (@InvariantPersp1) November 15, 2020 #recession … #GFC2 US edition https://t.co/fxD1hlCec6 — Invariant Perspective (@InvariantPersp1) November 15, 2020

“We’re probably in the 7th inning of the acute phase of this pandemic right now, but the hardest part is probably ahead.” Former FDA Commissioner Scott Gottlieb says the U.S. is likely to face more challenges

“We’re probably in the 7th inning of the acute phase of this pandemic right now, but the hardest part is probably ahead." Former FDA Commissioner Scott Gottlieb says the U.S. is likely to face more challenges https://t.co/7IAnjf3hL5 pic.twitter.com/FbY4rPLqIZ — Win Smart, CFA (@WinfieldSmart) November 15, 2020

Risk parity exhaustion? When there is little value to be found on the long side of the market, there is much opportunity on the short side.

When there is little value to be found on the long side of the market, there is much opportunity on the short side. Crescat’s October performance letter is out. https://t.co/GuY1L8KUjl h/t @TaviCosta pic.twitter.com/8MyrKxnrtO — Kevin C. Smith, CFA (@crescatkevin) November 15, 2020 S&P looks a tad overvalued 👇👇👇 pic.twitter.com/KMgPaoDHEX — Win Smart, CFA (@WinfieldSmart) November … Read more