by Tom McClellan The past 3 weeks have seen a huge surge in the bearish percentage among the investment advisors and newsletter writers in the Investors Intelligence survey. Often these data are shown as the spread between the bulls and the bears, but for this week I thought it would be informative to look at just … Read more
by Shaun Richards The story of the credit crunch can be looked at through the prism of the central banks. Their modus operandi is supposed to be action followed say two to three years later by a withdrawal of the action but the latter fizzled out at best. The ECB back in 2011 with its … Read more
by John Mauldin I don’t think anyone believes we will go to back to anything like January 2020 normalcy anytime soon. We have no idea, even if restaurants and everything open, what shopping patterns will look like. Are we learning to live on less in our isolation? Seeing your 401(k) become a 201(k) may postpone a … Read more
Ian Miles Cheong Verified account @stillgray Chinese billionaire Liu Dian Bo bought an Australian private hospital for $900 million in 2015. Now he shut it down and fired 800 healthcare workers. Chinese billionaire Liu Dian Bo bought an Australian private hospital for $900 million in 2015. Now he shut it down and fired 800 healthcare … Read more
VIDEO: Cenk Uygur: “Scientists: Coronavirus Spreads Through Talking and Breathing!”
Incredible compilation of stimulus actions taken globally. Basically, world injected liquidity the size of entire Chinese economy within span of a month. Speed and magnitude of response greater than any time in history. +Gc/btc benefit as new era dawns.https://t.co/s8mGZsahDN — Dan Tapiero (@DTAPCAP) April 2, 2020 https://twitter.com/NorthmanTrader/status/1245813613413183494
https://twitter.com/NorthmanTrader/status/1246029553803427842 Welcome to the depression https://t.co/4PHYLNpiuw — Alastair (@StockBoardAsset) April 3, 2020 Portfolio leverage as a multiple of assets in risk parity funds, estimated – @SoberLook @WSJ pic.twitter.com/VRtNxiMEFv — Rob Hager (@Rob_Hager) April 3, 2020 Bloomberg: Mortgage Defaults Could Pile Up at Pace That Dwarfs 2008 https://www.bloomberg.com/news/articles/2020-04-02/home-lenders-brace-for-up-to-15-million-u-s-mortgage-defaults As many as 30% of Americans with home … Read more
The commodities-to-equity ratio is at a 50-year low. One of our core positions still is: Long gold & short stocks. Oil and energy stocks have big asymmetric upside here and makes sense as part of the long mix. pic.twitter.com/gITtzbxcRM — Otavio (Tavi) Costa (@TaviCosta) April 2, 2020 This is oil YTD folks… Absolutely destroyed. It’s … Read more
via medium Bottom line: There are separate consumer and office TP supply chains, and now that everyone’s working, and pooping, at home, the consumer chain is overstressed and the office one is, uh, backed up. “In short, the toilet paper industry is split into two, largely separate markets: commercial and consumer. The pandemic has shifted the … Read more
Trump China travel ban – January 31, 2020 Pelosi Come to Chinatown – February 9, 2020. Pelosi today: Trump didn’t act quick enough h/t GR
by Martin Armstrong COMMENT: Dear Martin, your public and private blog is the first I read every morning, it is my briefing. I received this email today (31.03.2020) from a friend living in Switzerland about sending me a package via normal mail … “this morning, I wanted to ship xxxxx and xxxxx to Greece, and … Read more
It seems like Americans are finally coming to terms with the grim reality… (by Half Dollar) Before the economic decision was made to abruptly suspend Silver Doctors Live, we were discussing coronavirus back when we were simply calling it the Wuhan Coronavirus. Indeed, we began covering it on January 20th, and just before we suspended the … Read more
Link to article: https://www.foxnews.com/politics/trump-campaign-donates-meals-coronavirus Since last Thursday, President Trump’s reelection campaign has been calling up local restaurants and ordering large amounts of food to be delivered to more than a dozen hospitals in New York, New Jersey, Washington state and Michigan. The campaign has been placing these orders anonymously, but Fox News learned about the … Read more
https://www.youtube.com/watch?v=s3yjqbIxZj0 So is mine but I don’t over-spend seven figures on ad agencies, gold trim for my carpet, or 5,000 dollar cameras.
I have been stating this FOR MONTHS!!! “Coronavirus could cause brain damage in some patients by triggering inflammation that can lead to bleeds and the killing of cells, doctors have warned. The virus appears to have resulted in neurological complications in some of those infected – including one Florida man in his 70s who temporarily … Read more
Misleading NYT Map Suggests The South Is Uniquely Dangerous for Coronavirus. On Thursday, The New York Times published a story suggesting that the South is uniquely dangerous for the spread of the coronavirus. Michael Barbaro, host of the Times podcast “The Daily,” shared the map with the text, “In a word….The South.” Yet both the NYT article and Barbaro’s tweet ignored … Read more
Big-box retailers in Vermont have been ordered by the state to stop selling nonessential items, including clothing and toys, to in-store customers. The order declared a host of goods — from clothing, toys, electronics and jewelry to paint, gardening and sports equipment — off limits to in-store customers.. https://www.today.com/today/amp/tdna177397?__twitter_impression=true We Better Wake The Hell Up, … Read more
Trump has indicted Maduro from Venezuela and there are a ton of reasons the Trump administration has decided to end the regime. Maduro basically sold out to China and essentially gave them a foothold in South America. Maduro has defaulted on loans from China and the CCP would most certainly like nothing else but to … Read more
She’s a smart cookie! “Sen. Martha McSally (R-AZ) on Thursday called on the World Health Organization’s (WHO) director-general to resign over the organization’s management of the coronavirus and the WHO’s concealment of China’s failure to contain it. McSally called on Dr. Tedros Adhanom Ghebreyesus to resign over the WHO’s handling of the coronavirus outbreak, which … Read more
