Investors are all-in financial assets at an historic bubble. When the entirety of Wall Street has bought into the popular delusion, you have likely finally reached the peak. Any number of catalysts can prick it. How many of these reports even mentioned war with Iran as a risk? t.co/d2QIDrExB3
— Kevin C. Smith, CFA (@crescatkevin) January 5, 2020
CEO and CFO confidence warned of the bad ISM all along. The overwhelming market hype over a bogus trade deal and Fed easing is typical #FOMO investor hope at the peak of a financial bubble. Corporate management knows what's really going on. The deterioration in the macro is real. t.co/k1xN6dweID
— Kevin C. Smith, CFA (@crescatkevin) January 3, 2020
BBB share of investment grade pic.twitter.com/r8uEuj4V3R
— Win Smart, CFA (@WinfieldSmart) January 4, 2020
7. Mutual fund cash holdings structurally (and cyclically) lower. h/t @sentimentrader $SPX $SPY pic.twitter.com/O9oqiwo4LL
— Callum Thomas (@Callum_Thomas) January 4, 2020
6. Also insiders have been mobilizing — selling heavily into the rally. h/t @BrightramLLC $SPX $SPY pic.twitter.com/f6LwZhQGB1
— Callum Thomas (@Callum_Thomas) January 4, 2020
Translation:
"We've blown a debt-bubble economy that is collapsing.
We are going to double-down (again) using the same failed monetary policy."
Where are the adults?t.co/riOGa8DpxA #fintwit #gold #economy #market #finance #bonds #StockMarket #crypto #btc
— David Jensen (@RealDavidJensen) January 5, 2020
Economic ‘Doom Loops’ Get Harder to Avoid in 2020s
The world’s advanced economies are trying to keep their balance on an unstable platform of high consumption, asset prices and household debt as we enter the 2020s. Any significant shock or increase in volatility could trigger “doom loops” that compromise the economic and financial systems.
Debt will kill the global economy. But it seems no one cares
- Hillary Clinton leaked emails reason to get rid of Gadaffi
- Stagflation 2023: The Looming Economic Nightmare You Can’t Afford to Ignore
- Deutsche Bank Is On The Brink Of Collapse: Get Prepared For The Next Lehman Brothers Moment
- The US Dollar World Reserve Status is Officially Over
- Satan Has Become One Of The Hottest Spiritual Figures In America
- S686 Patriot Act 2.0 – This is the bill that lets them kick down your door and kill your dog because you are guilty for doubting the Biden regime.
- ‘Unsafe and ineffective’ Pfizer is going to court!
- US Banks are seeing the largest drop in bank deposits since the Great Financial Crisis and a ‘second wave’ is coming
- Shocking Biden hot-mic reveals how handlers program his every move WATCH. Yes, this is 100% real.
- The recession is here, the market crash is next.
Views: 26