If you are down big on your portfolio, there is much more pain coming ahead. We are not even half way through this bear market.
Liquidation begins in autumn. $NQ pic.twitter.com/nuZIiMxAwJ
— HOZ (@MFHoz) May 25, 2022
— Market Sanity (@MarketSanity) May 25, 2022
Pandemic Stocks$PTON -87%$ZOOM -71%$NFLX -64%
— John Tuld (@BradHuston) May 25, 2022
misses across the board
Durable Goods 0.4%, Exp. 0.6%
Durables ex transports 0.3%, Exp. 0.6%
Cap Goods orders nondef ex aircraft 0.3%, Exp. 0.5%— zerohedge (@zerohedge) May 25, 2022
CNBC re forward-looking warnings from another retailer.
Keep an eye on #retailers as an indicator of the extent to which persistent supply dislocations risk also triggering widening demand challenges in the US and beyond — that is, the two sides of #inflation-related disruptions. pic.twitter.com/3wLQU5Tg0M— Mohamed A. El-Erian (@elerianm) May 25, 2022
The Air Is Coming Out of the Housing Bubble @schiffgold t.co/eJQh6C874j
— Peter Schiff (@PeterSchiff) May 25, 2022
‘Recession warning’: Sales of new homes plunge in April
New-home sales fell 16.6 percent last month from the revised March figures, according to Census Bureau data released Tuesday.
Mortgage Demand Continues Falling
US corporate bonds 👇 pic.twitter.com/7h1PkWkbfY
— Álvaro Oviedo 🇺🇦 (@alvoviedo) May 25, 2022
U.S. officials are making the same "mistakes" they made 90 years ago.
Waging a trade war at the worst possible time. Actively encouraging a speculative bubble then tightening Fed policy when the economy is shrinking. t.co/43D0gK3WpG
— Financelot (@FinanceLancelot) December 9, 2021
Nat Gas fighting the Fed pic.twitter.com/b3iulAhLNU
— Jay Van Sciver (@HedgeyeIndstrls) May 25, 2022
Global recession risk is rising. Our composite tracking of US data surprises fell into negative territory one month after Russia invaded Ukraine. These negative data surprises predate the recent tightening in US financial conditions that will weigh heavily on housing… pic.twitter.com/ELze9xSdle
— Robin Brooks (@RobinBrooksIIF) May 25, 2022
🇺🇸 S&P 500
Median S&P 500 short interest remains very low at 1.5%. What already happened in 2000?
👉 t.co/yIk7SZYp6ph/t @GoldmanSachs #markets #shortinterest $spx#stockmarket #investing #sp500 #spx $spy #stocks pic.twitter.com/04hT3bkB7Q
— ISABELNET (@ISABELNET_SA) May 25, 2022