The Great Rotation out of large cap growth and mega cap tech has begun.

It is more than a shift from growth to value style investing. The Great Rotation is a move out of overvalued long duration equities and fixed income securities and into undervalued commodities and basic resource stocks. pic.twitter.com/fvveNFQIWa — Kevin C. Smith, CFA (@crescatkevin) March 1, 2021 Investors have implicitly understated hurdle rates and overestimated growth … Read more

ARK has taken a few obscure stocks, bought huge quantities of shares, and driven up the prices to extreme valuations. There is no way to exit those positions without collapsing the prices. It is one big house of cards ready to fall.

ARK has taken a few obscure stocks, bought huge quantities of shares, and driven up the prices to extreme valuations. There is no way to exit those positions without collapsing the prices. It is one big house of cards ready to fall. — jaberwock (@jaberwock2) February 28, 2021 Stocks won’t collapse until this thing sees … Read more

Berkshire Hathaway beats Q4 EPS Consensus by 42.3%, repurchases $24.7 billion in shares, and continues repurchases this year

https://www.investopedia.com/berkshire-hathaway-earnings-4q2020-annual-letter-5114383#:~:text=Earnings%20per%20share%20(EPS)%20were,%2C%20up%20by%2024.6%25%20YOY. This is huge! Here’s the annual letter: https://www.berkshirehathaway.com/2020ar/linksannual20.html The coolest thing is that despite selling some Apple stock, BRK shareholders’ percentage ownership of Apple actually increased from 5.2% to 5.7%! Also, even though he states that $KHC was trading at less than carrying value at year end, the stock has since rallied. It now … Read more

Ron Paul: We live in unprecedented times of governmental, bureaucratic and authoritarian overreach. It is no surprise that The Federal Reserve, with its extreme counterfeiting of money and credit, has also extended itself way beyond what anyone could have imagined.

STEEL PRICES 👀 👇👇👇 pic.twitter.com/fpFcqJQK5O — Win Smart, CFA (@WinfieldSmart) February 28, 2021 $RUT pic.twitter.com/ugixG2yiSY — Álvaro Oviedo (@alvoviedo) February 27, 2021 "The major financial institutions in the US and around the globe are utterly opaque; and The next financial crisis will happen faster, more suddenly." –Paul Singer — Dave Collum (@DavidBCollum) February 28, 2021 … Read more

Why The Housing Market Could Decline

by UPFINA In the next few months, the housing market is going to cool off because more supply will come on the market, rates are rising, and the trend of people moving to the suburbs is going to partially reverse. Single family housing benefited from the virus. Once the pandemic is over, we will see some … Read more

Rep. Gosar (R-AZ) has proposed an amendment for $10,000 stimulus checks

https://twitter.com/Breaking911/status/1365819857443426306 Governement ordered the shutdown and broke the back of the economy. Break it, buy it. Americans need help with car payments, mortgage, rent, and everyday necessities. The people, not government, corporations, or billionaires, need this help. Consider $10,000 a down payment. — Rep. Paul Gosar, DDS (@RepGosar) February 27, 2021 Arizona’s Paul Gosar Proposes … Read more

Market Report: Stock market trend in jeopardy

by Troy & Vaishali What a week it has been! Various markets saw noticeable declines on news of rising yields. The strong upward trend for stocks is finally taking a long-overdue breather and so is extreme sentiment. Let’s look at some bullish and bearish factors to give us a better idea of what the markets are … Read more

Biden orders 56 US Attorneys to Resign or be Fired bceuase they Were Appointed by Trump

by Martin Armstrong Biden has ordered that 56 US Attorneys appointed by Trump must resign by today or be fired simply for being Republicans. This ensures that Hunter Biden will never be investigated and it is outright corruption of the Rule of Law. Never has such discrimination taken place whereby you cannot discriminate if they are even … Read more

Biden Gets the Immigration Crisis he so Richly Deserves

by Martin Armstrong The Democrats blamed Trump for everything possible with immigration. Now the rumor is that anyone in the USA under Biden will simply be granted citizenship. What is going on now is the problem of unaccompanied children crossing the border has exceeded all-time highs. Border Patrol agents are now reporting a dramatic surge … Read more

IT’S COME TO THIS: Florida City Fines Woman Over $100K for Parking Incorrectly on Her Own Driveway.

A South Florida woman is suing her community after she was fined more than $100,000 for, according to city officials, parking incorrectly in her own driveway over the course of a year. A woman named Sandy Martinez found herself the target of what appears to be a lazy and vicious campaign of harassment from local … Read more

Name one time in history the people burning books and censoring people were the good guys

GOOD POINT: https://twitter.com/VivekGRamaswamy/status/1364976630196801552 HISTORICALLY, IT’S NOT GENERALLY THE GOOD GUYS STANDING FOR CENSORSHIP AND BOOK-BURNING: Democrats’ sneak attack on the free press. Democrats’ hot new idea for responsible dialogue is to muscle cable and satellite providers to drop Fox News and other outlets they dislike. In the runup to a House hearing this week, Reps. Anna Eshoo … Read more

A bunch of smart kids in Boston are about to get red pilled

https://twitter.com/Breaking911/status/1365735100911132678 https://twitter.com/Breaking911/status/1365736234321125380 Citing Racial Inequities, Boston Public Schools Suspend New Advanced Learning Classes: Superintendent Brenda Cassellius recommended the one-year hiatus for the program, known as Advanced Work Classes, saying the district would not proceed with the program for new students next year. “There’s been a lot of inequities that have been brought to the light … Read more

31 House Dems Move to Strip Biden of Sole Authority to Launch Nuclear Weapons

A group of 31 House Democrats urged Joe Biden this week to “relinquish” his unique authority to launch nuclear weapons as the Commander-in-Chief; saying “vesting one person with this authority entails real risk.” “Nearly three dozen House Democrats on Monday called on Biden to relinquish his sole authority to launch nuclear weapons, in the latest … Read more