ARKK Morningstar review: Unrestrained, Unaware, and Unconcerned

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by Suspicious_Tension82 https://www.morningstar.com/articles/1031702/ark-innovations-thematic-approach-is-ill-prepared-for-a-major-twist A lot of this ground has been covered already by places like The Bear Cave but here are some highlights: – This team’s collective experience seems significantly more limited than that of other firms. Only about half the current team came to ARK with a history of full-time work. – Wood assembles … Read more

Lockdowns: Replay of March 2020?

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by David Brady via Sprott Money I first suggested the risk of another lockdown in April back on March 4, despite mainstream optimism citing “herd immunity by April”: From the Wall Street Journal: Ontario, and possibly all of Canada, is likely heading into another lockdown starting this Easter weekend. If this does occur at the same time other … Read more

SHOCK VIDEO: Reveal goes horribly wrong when small plane crashes

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https://youtu.be/iWnwzHNeZjM (NEXSTAR) – Two people died Tuesday after a gender reveal went awry, multiple outlets have reported. The gender reveal involved a small plane that was supposed to unveil the baby’s gender, but crashed into the ocean off Cancun, Mexico. According to local outlets, in cellphone video taken from a yacht off the coast of tourist … Read more

Micron Soars On Chip Shortage “Perfect Storm”

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by pacosteles In a time when pervasive chip and semiconductor shortages are snarling supply chains across the globe, it is hardly a surprise that chip giant Micron shares surged more than 5% in premarket trading, after the chipmaker gave a bullish sales and earnings forecast, with analysts positive on pricing trends for dynamic random access … Read more

ChargePoint (CHPT) Due Diligence

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by barjay8 I am not a financial advisor. I just like the stock. What is CharePoint (CHPT)? ChargePoint Holdings is an electric vehicle infrastructure company based in Campbell, California. ChargePoint operates the largest online network of independently owned EV charging stations operating in 14 countries and makes the technology used in it Financial Analysis: Strong … Read more

Margin Debt inverted versus S&P 500 and crisis points.

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Updated #MarginDebt with latest data.>ThreadMargin debt as a percentage of real #DPI.Send me #stimmies. pic.twitter.com/hM8KZ4EHvR — Lance Roberts (@LanceRoberts) April 2, 2021 #MarginDebt inverted versus S&P 500 and crisis points. pic.twitter.com/uqg3o4o6zp — Lance Roberts (@LanceRoberts) April 2, 2021 #MarginDebt Negative #Cash Balances (inverted scale)>Conclusion: Margin debt is not a problem….until it is. pic.twitter.com/ozaq6P53Si — Lance … Read more

If MMT has won, why is Biden offsetting the infrastructure bill with tax increases?

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https://twitter.com/SMTuffy/status/1377733453639208964 Since the beginning of 2021– US Congressional Blue Wave confirmed– Democratic President inaugurated– $2T 3rd Stimulus Plan announced– $2T Infrastructure Plans announced– 4th Stimulus Plan floated– $600B spent into economy via TGA– and the Dollar has…risen… pic.twitter.com/szQOxfQ6qs — Santiago Capital (@SantiagoAuFund) April 2, 2021 https://twitter.com/DonDraperClone/status/1377929786455171072 The biggest holders of US debt are neither China … Read more

Just to put things into perspective: Q2 kicks off with 2nd highest PE since 1901. Wartime levels of stimulus, but no wartime valuations, BofA says.

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Just to put things into perspective: Q2 kicks off with 2nd highest PE since 1901. Wartime levels of stimulus, but no wartime valuations, BofA says. pic.twitter.com/Aw3N0MqusA — Holger Zschaepitz (@Schuldensuehner) April 2, 2021 Dow jones: Bulls in for a reality check ever so shortly. Monster expanding wedge . We know what happens next . Wont … Read more

Biden Infrastructure Bill Includes $20 BILLION To DESTROY Highways For Being Racist

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Joe Biden’s $2.5 trillion infrastructure spending spree will include $20 billion earmarked for actually destroying highways because they have been deemed to be racist. The administration pointed to the Claiborne Expressway in New Orleans and Interstate 81 in Syracuse, New York as two examples of “long-standing and persistent racial injustice,” in infrastructure. The plan set forth by Biden would see … Read more

“This Looks Like The Market Peak”

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by Adam Taggart Stocks, houses, commodities, Bitcoin – the price of nearly everything is up double digits vs last years pre-coronavirus highs. Have the trillions in stimulus ushered in a new bull market in, well, everything? Or have they helped blow the biggest asset price bubble in history? Macro analyst Wolf Richter suspects the latter. And he … Read more