The Most Broadly Over-Valued Moment In Market History via @hussmanjp pic.twitter.com/wEF83JUPfe
— Alastair Williamson (@StockBoardAsset) March 13, 2017
https://twitter.com/NorthmanTrader/status/841304382025191424
Number of Short Biased Hedge Funds
2016: 18
2015: 23
2014: 27
2013: 28
2012: 31
2011: 42
2010: 46
2009: 52
2008: 28
2007: 17HFR data
— Lawrence McDonald (@Convertbond) March 11, 2017
An all-time high for the market while the Fed is tightening may turn out to be more important than either of those alone. pic.twitter.com/CqWUQUhyDc
— Bill Hester (@billhester) March 13, 2017
Anaylst Sounds the Alarm on The Retail Industry
https://www.youtube.com/watch?v=zT63dPI9m20&feature=youtu.be
“These malls are dying, and we see very limited prospect of a turnaround in performance” according to a January report from Alder Hill, which began shorting the securities. “We expect 2017 to be a tipping point.” Indeed, cracks have appeared: prices on the BBB- pool of CMBS have tumbled from 96 cents on the dollar in late January to 87 cents last week
Household Income*
2013 40k
1995 45k
1986 48k
1979 50k*median adjusted household income, high school educated 25-32 yrs old
Pew Research
— Lawrence McDonald (@Convertbond) March 13, 2017
Airbnb Valuation
2017: $30B
2016: $27B
2015: $23B
2014: $9.8B
2013: $7.1B
2012: $4.4B
2011: $1.6B
2010: $850m— Lawrence McDonald (@Convertbond) March 13, 2017
Understanding the how & when of the next economic crash
wth:
https://www.peakprosperity.com/blog/107796/when-all-blows?utm_campaign=weekly_newsletter_275&utm_source=newsletter_2017-03-11&utm_medium=email_newsletter&utm_content=node_photo_107796
Same-store restaurant sales in February dropped 3.7% and foot traffic dropped 5.0% from a year ago, according to TDn2K’s Restaurant Industry Snapshot.
http://wolfstreet.com/2017/03/11/restaurant-recession-meets-february-debacle/