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

JPMorgan 2020 2nd quarter guide to the markets.

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by MasterCookSwag So I don’t normally post these because I think most people are following it to begin with but with the influx of new posters I figured I’d throw it up. A few key things I thought were interesting. Value factor was the second worst performing factor in the first quarter, had the second … Read more

Is the US shooting itself in the foot with a $2 trillion stimulus after lowering tax revenues for three years, and likely receiving even lower tax revenue years to come?

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by trashlyfe I haven’t seen that many people worried about this. But basically wondering if the ratios for debt to GDP/federal revenue to debt in the next few years could potentially lead to a collapse of the dollar and the global financial system. In a nutshell, we are injecting $2 trillion into the economy, and … Read more

DD: Zoom’s reputation hit

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by Kaynard TLDR: Zoom client has critical vulnerabilities that could be bad for it’s reputation, $ZM has 1600+ P/E right now ​ Here’s two articles for you describing the vulnerabilities (TLDR Leakage of OS credentials, root access etc) On Windows : https://infinitelogins.com/2020/04/01/abusing-zoom-software-to-steal-windows-credentials/On MAC : https://9to5mac.com/2020/04/01/new-zoom-bugs-takeover-macs-cam-mic-root/ Bonus : Papa Musk himself said it : https://www.reuters.com/article/us-spacex-zoom-video-commn-idUSKBN21J71H More hacker info : https://twitter.com/hackerfantastic/status/1245553108681457667 … Read more

Oil Production Cuts are Likely

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by moboo The counter to all of the pessimism about an oil deal being reached by OPEC+ states is the shared incentive of wanting higher oil prices and the pain these oil nations are feeling. People forget that MBS had production increased precisely because he wants higher oil prices eventually, he wanted other nations to reduce … Read more

Coyotes On The Run, Operators On Site, Deep, Safe

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https://www.youtube.com/watch?v=jUbVw4m5bz8 The [DS] is now pushing their 16 year plan, they believe they have the upperhand, they are getting what they want, but they are mistaken, this will all come back at them. The mission is underway, the military has launched and operators are going deep to route out the invisible enemy.

AOC is now complaining Trump was too slow. 3 weeks ago she shamed people for not going to Chinese restaurants.

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"People are literally not patroning Chinese restaurants. They're not patroning Asian restaurants because of just straight-up racism around the coronavirus."@AOC claimed many restaurants "are feeling the pain of racism" pic.twitter.com/cJbsrCg1Tu — Washington Examiner (@dcexaminer) March 11, 2020 People like her believe the American people are stupid and that we can’t remember stuff that happened after … Read more