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Masayoshi Son’s Softbank Group (OTCPK:SFTBY) has slashed its exposure to stocks. In its latest 13F, it reported September end total portfolio value of $12.92B, sharply down from $17.52B at the end of the June quarter. A recent WSJ article reported that in recent months Mr. Son made a “surprise move to become essentially a day-trader, personally directing a team of … Read more
by Lance Roberts “The stock market is not the economy.” Such has been the “Siren’s Song” of investors over the last couple of years as valuation expansion has been the sole driver of the market’s performance. However, given that corporations derive their revenue from economic activity, the “Buffett Indicator” suggests investors may be walking into a trap. Read Part 1 … Read more
https://twitter.com/kylenabecker/status/1327511568993701888
Brilliant and dead on! https://t.co/qIvUP1bPSA — Joe Rogan (@joerogan) November 15, 2020
Velocity + M2 + Below = Commodities to the moon pic.twitter.com/7WcOfvJsW3 — Win Smart, CFA (@WinfieldSmart) November 13, 2020 CURRENCY DEBASEMENT CYCLES $GLD pic.twitter.com/bE5tbCRXSi — Win Smart, CFA (@WinfieldSmart) August 8, 2020 Hello Saturday! The total amount of negative-yielding #debt is at record levels again. pic.twitter.com/n4DWMpJI13 — jeroen blokland (@jsblokland) November 14, 2020 Public debt … Read more
https://www.youtube.com/watch?v=AkhpSqX6jlU Kristinn Taylor from The Gateway Pundit reports, There is a saying that ‘when you throw a rock at a pack of dogs, the dog who howls is the one you hit.’ Well, moderate Sen. Joe Manchin (D-WV) threw a big ol’ rock at The Squad progressive wing of the Democrat Party and got a … Read more
https://www.youtube.com/watch?v=reNlP44KfDE Rusty Weiss from The Political Insider reports, Joe Biden’s transition team is reportedly eyeing former Secretary of State Hillary Clinton as a potential ambassador to the United Nations (UN). The media-named president-elect has already gone forward in setting up and planning a team for when he is officially cited as president, naming Big Tech … Read more
https://www.youtube.com/watch?v=EtzodFalhCQ Leah Barkoukis from Townhall reports, Fox News’s Bret Baier acknowledged the network was wrong about its election night call that Democrats would gain about five seats in the House of Representatives. Read More/Source/Credit/FairUse: https://townhall.com/tipsheet/leahbar…
“Become a hero. Stay at home.” 😀 https://t.co/iFMc9QbJFg — Nicholas A. Christakis (@NAChristakis) November 14, 2020
https://twitter.com/MarketsMeddlers/status/1328111571516727297 #Récession 2020 vs récession 2008 pic.twitter.com/GuQk52rehA — Marcenac Philippe (@MarcenacPhilip1) November 15, 2020 #recession … #GFC2 #Eurozone edition https://t.co/Izx5NG64XX — Invariant Perspective (@InvariantPersp1) November 15, 2020 #recession … #GFC2 US edition https://t.co/fxD1hlCec6 — Invariant Perspective (@InvariantPersp1) November 15, 2020
“We’re probably in the 7th inning of the acute phase of this pandemic right now, but the hardest part is probably ahead." Former FDA Commissioner Scott Gottlieb says the U.S. is likely to face more challenges https://t.co/7IAnjf3hL5 pic.twitter.com/FbY4rPLqIZ — Win Smart, CFA (@WinfieldSmart) November 15, 2020
When there is little value to be found on the long side of the market, there is much opportunity on the short side. Crescat’s October performance letter is out. https://t.co/GuY1L8KUjl h/t @TaviCosta pic.twitter.com/8MyrKxnrtO — Kevin C. Smith, CFA (@crescatkevin) November 15, 2020 S&P looks a tad overvalued 👇👇👇 pic.twitter.com/KMgPaoDHEX — Win Smart, CFA (@WinfieldSmart) November … Read more
A week after the 2020 presidential election, one thing is obvious about the United States of America: It is deeply divided. With 148 million votes counted, President Donald Trump trailed former Vice President Joe Biden by about 4.7 million votes. But, according to the exit polls, there were some demographic groups that did pick Trump … Read more
BIDEN ABSENTEE VOTE LEAD IN EACH MIDWEST STATE:IA – 15.9%OH – 16.3%MI – 37.9%PA – 57.7%IL – 24.7%IN – -13.7%Now….. Something doesn't add up here — Real American Politics (@RealAPolitics) November 15, 2020
https://twitter.com/amandacarpenter/status/1328004094578061313
What has happened to Leo Terrell? He has become…rational. David Webb asks where all of that money has gone? That’s a lot of AR-15’s. h/t Avenger1
by NotoriousBIC Humans are social animals. We have evolved over thousands of years to come together for mutual benefit and protection amongst other positive benefits that come from belonging to a “tribe”. That being said, we have also evolved to deeply care, as if our very survival depended on it, about what our fellow tribesmen … Read more
John Oliver admits that Trump was correct last year when he shared his concern on voting machines and the need of paper trail. h/t Notjamiek
via theatlantic: The fundamental problems, he says, are a dark triad of social maladies: a bloated elite class, with too few elite jobs to go around; declining living standards among the general population; and a government that can’t cover its financial positions. . . . Of the three factors driving social violence, Turchin stresses most heavily … Read more
