We’re now in the phase of the bubble where people are coming up with all sorts of rationalizations to justify the valuations.

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https://twitter.com/NorthmanTrader/status/1291090319845527553 probably nothing pic.twitter.com/ateP67tZii — zerohedge (@zerohedge) August 5, 2020 FANG running into resistance – need more TikTok, vaccine, and or stimulus headlines pic.twitter.com/11Q4lsNl1k — Alastair (@StockBoardAsset) August 5, 2020 https://twitter.com/russian_market/status/1291091221172150273

McCullough: The Fed Is Going To Lose Control

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Hedgeye, Released on 8/5/20 In this clip from “The Macro Show,” Hedgeye CEO Keith McCullough minces no words as he responds to a subscriber’s question about the direction of the U.S. Dollar, Treasury yields and whether the Federal Reserve will eventually lose control. Mr. Keith R. McCullough is the Founder and CEO of Hedgeye Risk … Read more

Why China is Pumping China Stocks

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by 1poundbookingfee TLDR: China is actively fighting domestic capital outflows. They are incentivising keeping funds on-shore by pumping the equity markets. Buy large China stocks (BABA, JD). Inb4 pos or ban View post on imgur.com The Economics China has a fixed exchange rate regime. Blah blah RMB internationalization, blah blah offshore RMB (which is actually … Read more

This can’t be legal

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This can't be legal pic.twitter.com/kAUKvwvKz9 — Rudy Havenstein, Senior Markets Commentator. (@RudyHavenstein) August 5, 2020 BofA's AAPL sum of the parts analysis and relative valuation pic.twitter.com/5BiF5U0e5V — zerohedge (@zerohedge) August 5, 2020 #recession … #StockMarket #Bubble edition#SPX #SPX500 $SPY #ES_F $ES https://t.co/XNcyCddic4 — Invariant Perspective (@InvariantPersp1) August 5, 2020

Big mindset shift already happening: Precious metals are no longer haven assets. It’s where investors position for growth.

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  6 weeks of #Gold inflows pic.twitter.com/yAmmkaBy4z — Win Smart, CFA (@WinfieldSmart) August 3, 2020 The silver miners to Nasdaq ratio just broke out from a near decade resistance! Big mindset shift already happening: Precious metals are no longer haven assets.It’s where investors position for growth. Buy gold & sell stocks. pic.twitter.com/qPscidtYTO — Otavio (Tavi) … Read more

GFC 2.0 – Fed Pushing on a String edition – 2020 is shaping up to be even worse than the original #GFC of 2008-09…

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#recession … #Fed Pushing on a String edition#GFC2 2020 is shaping up to be even worse than the original #GFC of 2008-09… 📉 https://t.co/7l4wzXCi8W — Invariant Perspective (@InvariantPersp1) August 5, 2020 Private Payroll Growth Slows Sharply in July Amid Spike in Virus The move to get displaced workers back to their jobs slowed sharply in … Read more

NKLA tanks 16% after earnings call yields nothing

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https://seekingalpha.com/news/3600508-nikolaminus-15-after-conference-call-light-on-details No revenue, no data, not even new 3d renderings The call came and went without a specific update on customers for the battery-powered electric truck due to be released in 2021 or a reveal of a manufacturing partner for the Badger pickup truck. The number of reservations for the Badger pickup truck also wasn’t … Read more

ADP reports only 167K private sector jobs added in July, way below the 1.2 million expected

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The move to get displaced workers back to their jobs slowed sharply in July, with private payrolls increasing by just 167,000, ADP reported Wednesday. That total was well below the 1 million expected from economists surveyed by Dow Jones and represented a tumble from the 4.314 million created in June, according to the report, which … Read more

Alex Newman – Fight Marxist Democrats Like our Lives Depend on It. America at War with Godless Marxists

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Journalist Alex Newman thinks that today’s Marxist Democrat party will ultimately resort to mass murder to get their godless utopia. Newman says, “Is this going to work? Can they get most Americans to believe this stuff? Unfortunately, it’s been very effective so far. . . . I think they are preparing for the final phase … Read more

Coca-Cola ‘paid scientists to downplay how sugary beverages fueled the obesity crisis between 2013-2015,’ medical journal study finds

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The Global Energy Balance Network (GEBN), founded in 2014, claimed to be a group of researchers studying causes of obesity Researchers now say it was ‘front group’ for Coca-Cola to promote that a lack of exercise, not a bad diet or sugar, is driving the US obesity epidemic An analysis of emails showed that GEBN … Read more

Just Who Is Buying The Same Stocks Day In and Day Out?

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by The Phoenix Stocks ripped higher early yesterday. However, there was NO follow through. The market effectively traded sideways after the early morning ramp. What’s really interesting is the fact that this happened EVERYWHERE in the market, not just the S&P 500. Even the super popular FANG stocks went nowhere after the first 15 minutes. Put … Read more

A possible explanation for the red mushroom cloud?

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I Have Not Yet Begun To Pounce – Brian Cates @drawandstrike · 4m To every single person claiming this was a stockpile of ammonium nitrate blowing up: the smoke cloud from such an explosion would be grey. You know what puts up a dark brown smoke cloud? Octagen, also known as HMX. https://en.wikipedia.org/wiki/HMX https://twitter.com/search?q=explosion&src=typed_query h/t … Read more