Sudden Surge in Bearishness

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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

The Post-Virus New Normal

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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

Chinese billionaire Liu Dian Bo bought an Australian private hospital for $900 million in 2015. Now he shut it down and fired 800 healthcare work

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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

Incredible compilation of stimulus actions taken globally. Basically, world injected liquidity the size of entire Chinese economy within span of a month.

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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

Energy service stocks are truly at historic low valuations. Plenty value to be found.

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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

THIS IS INTERESTING: What Everyone’s Getting Wrong About the Toilet Paper Shortage: It isn’t really about hoarding. And there isn’t an easy fix.

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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

Shutting Down the Global Postal System

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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

Trump campaign quietly calling restaurants & sending take-out orders to hospitals & other locations for doctors and other first responders

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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

If It Weren’t For Fake News, They’d Have Hardly Any News At All:

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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

WALMART, TARGET ORDERED to STOP SELLING NON-ESSENTIAL ITEMS in Vermont – including SEEDS

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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

War with China starts in Venezuela

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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

Now, a shortage of drugs to happen too? Still report, video and lists of drugs

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Drugs most likely to be in short supply: 1. Chloroquine phosphate 2. Hydroxychloroquine 3. Melphalan tablets 4. Anagrelide capsules 5. Disulfiram tablets 6. Irbesartan tablets (very wide use) 7. Losartan tablets (very wide use) and also being tested against coronovirus 8. Venlafaxine extended release capsules (wide use) 9. Levetiracetam immediate release tablets and extended release … Read more

You Probably Won’t Handle This Crisis “Perfectly.” That’s Okay.

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by Daisy Luther Right now, every prepper I know is busily trying to tie up any loose ends before the pandemic outbreak racing across the country becomes even worse. They’re buying last-minute supplies, securing their homes, and organizing their plans. They are managing their families, many of whom aren’t taking the situation seriously. They’re trying … Read more