History won't be kind to the bubble deniers this third time in 18 years… pic.twitter.com/4S9K7Ipla9
— M/1_LP (@MI_Investments) August 16, 2018
Yep – nothing to see here. Just another two y axes chart crime. pic.twitter.com/iC4AMHCqDB
— Chris Carolan $=1/∞ (@spiralcal) August 16, 2018
every day I wake up, flip on @cnbc and watch them sell the public on what's been happening as normal and real and organic and "healthy." 👇 pic.twitter.com/FohgxwGdz1
— M/1_LP (@MI_Investments) August 16, 2018
2008: “Ratigan is telling friends he chose to leave CNBC not so much to be the next David Letterman, but because he wants to continue pursuing a storyline which began on his CNBC broadcasts — the robbing of America.” The last good reporter, never replaced:
"Excess liquidity usually leads to the misallocation of capital, masking any balance sheet constrains. As this tide of excess liquidity recedes, it reveals the misallocation of capital and the mispricing of risk"https://t.co/v5zrQHMm3z
— Wolf Richter (@wolfofwolfst) August 16, 2018
Industrial Metals Plunge might not be good for the stock market — how long does it take for the US to reprice for a global slowdown? pic.twitter.com/HC6N8IlWXi
— Alastair (@StockBoardAsset) August 16, 2018
china slowdown pic.twitter.com/HfUVeta30c
— Alastair (@StockBoardAsset) August 16, 2018
— M/1_LP (@MI_Investments) August 15, 2018
Dr Michael Burry's last interview on where we stand post TheBigShort era was 2 yrs ago….and the debt and bubbles are far worse today than then and world financial system trapped in a crash-save-crash scenario as even 'slight' tapering of $15T global QE creating EM chaos…👇 pic.twitter.com/f25cEkX5mf
— M/1_LP (@MI_Investments) August 16, 2018
— M/1_LP (@MI_Investments) August 16, 2018
WSJ on leveraged loans: “Unlike the last recession, we believe the next downturn will be traced back to the corporate debt market,” asset management firm Guggenheim Partners LLC told clients in an April report" pic.twitter.com/dNt0PNDJao
— M/1_LP (@MI_Investments) August 16, 2018
h/t @MI_Investments
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