Bond Speculators have piled into the largest SHORT position in history. With so much riding on recovery/reflation – if markets go back to risk-off/deflation, it could trigger a very painful unwind.

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https://twitter.com/MacroCharts/status/1260162808127393793 One of my most important Models is approaching the most overbought level in history. This is the 18th signal in 20+ years – most signals WITHOUT a Breadth Thrust led to big declines. Stocks could rally into month-end, but 3Q20 is at full risk of a bigger Tactical regime shift. pic.twitter.com/dSP0Aev7pi — Macro Charts … Read more

Investors: Pricing in too much of a recovery? Price has moved well ahead of earnings.

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Investors: Pricing in too much of a recovery? Price has moved well ahead of earnings. Here, the drawdown & subsequent recovery in the #SPX price index against the drawdown in various earnings estimates, including fiscal yrs 2020, ‘21 & ‘22 & the next 12 mos, with Bloomberg data. pic.twitter.com/cVEpjWW4tS — Jurrien Timmer (@TimmerFidelity) May 11, … Read more

Negative interest rates are coming to the US, a CIO overseeing $270 billion says

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Negative interest rates are coming to the US, a CIO overseeing $270 billion says https://t.co/4T4nyfNTEw — Business Insider (@BusinessInsider) May 11, 2020 Let’s see if the Fed says the same thing as core CPI collapses below zero and the dollar remains excessively strong. It’s not about the banks. It’s about stopping other countries exporting their … Read more

The World Is Becoming A BLACK MIRROR Episode – Covfefe-19(84) Is WORSE Than Science Fiction!

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Josh Sigurdson reports on the recent news that Black Mirror creator Charlie Brooker is taking a break from writing episodes of the popular dystopian science fiction television show due to the world being “bleak.” The show has become increasingly more realistic as many episodes come true in reality. Are we replacing the old saying of … Read more

As Americans Face Meat Shortages & High Prices In Supermarkets, US Meat EXPORTS To China SOAR

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(by Half Dollar) It’s a good thing there are no meat shortages in the United States. Oh wait, there are. Indeed, I wrote about supply chain disruptions and shortages last week, and while I wrote the article primarily about toilet paper, notice what was not in stock: That’s right. Meat! It has been an ongoing issue, since before … Read more

Explaining the “#ObamaGate” situation

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by Facts-Over-Opinion The complete answer is extremely long but I’ll try to sum it up at a high level. The hash tag #ObamaGate is about the “Crossfire Hurricane” investigation that occurred under Obama in 2016. This “investigation” wasn’t a real investigation, it was a political hit job carried out by the Obama admin in an … Read more

Tim Pool: Trump Accuses Obama Of “Biggest Political Crime” In History, WSJ Argues Obama Getting NERVOUS

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Trump Accuses Obama Of “Biggest Political Crime” In History, WSJ Argues Obama Getting NERVOUS. Obamagate has gone viral with a consistent push from Donald trump himself on twitter. Trump was responding to Buck Sexton who said that Obama had sabotaged the incoming administration. #Obamagate at the time of recording this video had over 3.5M tweets … Read more

Hong Kong: China’s Newest Police State

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China is turning Hong Kong into a police state. With Hong Kong Chief Executive and the Hong Kong police out of control, on top of social distancing from the coronavirus pandemic, Hong Kong protesters are struggling to make a change. Joining me today to talk about the current situation in Hong Kong is a former … Read more

This is why it’s not really the Lamestream Media, it’s the Rigged Media….and it is what I’m up against. It was corrupt in 2016. Now it is much more corrupt, and what you are seeing is the least of it…

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This is why it’s not really the Lamestream Media, it’s the Rigged Media….and it is what I’m up against. It was corrupt in 2016. Now it is much more corrupt, and what you are seeing is the least of it….but WE WILL WIN AGAIN! https://t.co/UXyOrQ7fXW — Donald J. Trump (@realDonaldTrump) May 11, 2020 NBC gets … Read more

MSNBC FOUNDER: Biden’s Not ‘Ready For Prime Time Election Season,’

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MSNBC Founder Admits That Biden’s Not ‘Ready For Prime Time Election Season,’ Even With ‘Softball’ Interviews MSNBC and CNBC founder Tom Rogers, who is currently the editor-at-large with Newsweek, believes that Joe Biden is not “ready for prime time election season,” and has been unable to articulate a winning message — even with all the … Read more

BUSTED: Dem Operative Funneled Nearly $2.4 Million From Soros-Funded Super PAC to Her Private Firm

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Top Democrat Operative Busted Funneling Nearly $2.4 Million From Soros-Funded Super PAC to Her Private Firm A top Democrat operative from the dark money group behind the botched Iowa caucus app has been caught funneling nearly $2.4 million from the Super PAC she runs to her private firm. The operative, Tara McGowan, has been caught moving money … Read more

MICHIGAN: Whitmer Asks Police to Arrest Barber – Sheriff Says “HELL NO” — UPDATE — Militia Guards Barbershop Door, Refuses to LET Police to Enter

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Shiawassee sheriff won’t enforce Whitmer orders amid Owosso barber dispute Shiawassee County Sheriff Brian Begole said his department will not enforce Gov. Gretchen Whitmer’s executive orders issued during the coronavirus pandemic as an Owosso barber continues to cut hair. The Monday announcement, posted to the department’s Facebook page, comes as Michigan Attorney General Dana Nessel … Read more

Aramco May Delay Payments For $69 Billion Sabic Acquisition

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By Irina Slav Aramco is considering staggering payments for the 70 percent in chemicals conglomerate Sabic that it said it would acquire last year. Bloomberg reports that the options the oil major was mulling over involved delaying payments for the majority stake in Sabic as well as reducing the initial installment to the seller, Saudi Arabia’s sovereign … Read more