WARNING: Depressed earnings’ yields have always led to very significant market meltdowns.

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by elija_snow In 100+ years data: Such depressed earnings’ yields have always led to very significant market meltdowns. Great Depression. 1937-8 Recession. Tech Bust. Average return for the subsequent 3 yrs being close to -53%. Thinking the Fed can sustainably taper here is just nonsense. ​ In 100+ years data: Such depressed earnings’ yields have … Read more

Some day this will matter I guess as per history!

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https://twitter.com/VSoien/status/1432004016209285124 It's "Scare The Pants off You Time!Interesting chart from the FT & the Fed this morning. US (non financial) Corporate debt, as a percentage of US GDP, has never been higher! In a market correction, (one is coming soon), this gets ugly fast. Time to buy #gold people. pic.twitter.com/Q5lu5LuY0b — GoldCore (@GoldCore) August 30, … Read more

It’s official: Russia is now less authoritarian than the United States.

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It's official: Russia is now less authoritarian than the United States.https://t.co/ms7DKy07Ig — Kyle Becker (@kylenabecker) August 29, 2021 Tired of Dictator Democrats We have got to stand up for our civil rights pic.twitter.com/BQGI3r0Dy3 — 🦅 Eagle Wings 🦅 (@CRRJA5) August 29, 2021 Office of Navel Intelligence putting this bullshit out? Wtf is going on and … Read more

This is Nasdaq following 2000 bubble burst. Dropped 80% within 3 years. The Fed didn’t have anyone’s back. Imagine what happens when much larger 2021 bubble bursts.

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This is Nasdaq following 2000 bubble burst. Dropped 80% within 3 years. The Fed didn't have anyone's back. Imagine what happens when much larger 2021 bubble bursts. pic.twitter.com/zGKQo0PDsi — Minsky Moment (@BP_Rising) August 30, 2021 In 100+ years data: Such depressed earnings’ yields have always led to very significant market meltdowns. Great Depression.1937-8 Recession.Tech Bust. … Read more

How transitory is rent?

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How transitory is rent? 🤔 pic.twitter.com/0fyr3GJEWT — Win Smart, CFA (@WinfieldSmart) August 1, 2021 Meanwhile… 🇩🇪 German Inflation Climbs to Highest Since 2008 on Energy Costs – Bloomberg*Link: https://t.co/IQXX4Km0Q4 pic.twitter.com/3RtnsRhl9M — Christophe Barraud🛢🐳 (@C_Barraud) August 30, 2021

As Inflation Skyrockets in the US, Russia and Saudi Arabia Sign Agreement Ending the ‘Petrol Dollar’, Putting the US Dollar and Economy at Even Higher Risk

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For the last 50 years, the petrodollar was in place. Big oil made its transactions in USD. Then a couple of days ago, Russia and Saudi Arabia signed an agreement that likely went beyond the military and defense cooperation it claims. The agreement likely removes the two countries from their relationship with the dollar. I … Read more

Pelosi Grabs the Mic with Most Disgusting SMEAR Campaign Yet Against GOP

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https://www.youtube.com/watch?v=AOYJVsFXU3A Kyle Becker from Trending Politics reports, There is no low too low for Speaker Nancy Pelosi. Pelosi is irrefutably undermining confidence in U.S. elections. She is outright claiming Republicans want to “nullify” elections because states have passed some common sense voter integrity measures that often reflect the status quo prior to the 2020 election … Read more

Supply chain problems, de-globalization, and less new oil supply are setting up a longer-run commodities bull run – Lyn Alden

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Macro analyst/investment advisor Lyn Alden just released her August Investment Newsletter. Here is my pick of her article’s money quotes: Supply Chain Problems If the current inflation was purely based on supply chain issues, which are causing issues globally, then we should see similar rates of inflation across the developed world. But we don’t see … Read more