Legendary geopolitical and financial analyst Martin Armstrong says, “The Fed is trapped. If it stops (injecting money into the repo market by billions of dollars daily), interest rates will rise.” Armstrong goes on to explain, “The Bank of Japan came out and said we’re going to buy government bonds unlimited. They, too, are trying to … Read more
When Xi warns virus accelerating in public forum, clear that danger escalating beyond control. Becomes a macro event this week as people realize economic activity will slowdown. Copper collapse leading. Time for gold to shine. Let's all hope they can contain terrible situation. https://t.co/XYXa5hXsLa — Dan Tapiero (@DTAPCAP) January 25, 2020 China restricts 16 cities … Read more
A second case of the coronavirus outbreak has been confirmed in the United States. Dr. Eric Toner of Johns Hopkins Center for Health joins CNBC’s “Power Lunch” team to discuss.
If the dot-com and housing bubbles were The Fed’s prelude and opening acts, they’ve surely created the biggest bubble of them all since the 2008 bust. The coming financial crisis may very well be The Fed’s swan song. Sound money and free markets must replace this central planning nightmare!
by Adam Taggart OK, there’s a LOT of uncertainty and confusing/conflicting information currently circulating right now about the new coronavirus outbreak that has suddenly erupted out of Wuhan, China. What’s really going on? What exactly is the ‘coronavirus’? And most important: How worried do we need to be? Given the poor communication so far by government … Read more
Typical bull argument: “Can’t have recessions with low interest rates.” False. Japan had multiple ones with avg long-term rates well below 2% in the last 20 years. Including two 60+% equity crashes. And their debt service ratio was even lower than the US today. pic.twitter.com/qNaSBtas8C — Otavio (Tavi) Costa (@TaviCosta) January 24, 2020
Here we are again. US yield curve inversions are back up to 50%! More rate cuts ahead? Just a reminder, folks: Core & median CPI are already at decade highs. Got gold? pic.twitter.com/6RLKKEszwa — Otavio (Tavi) Costa (@TaviCosta) January 24, 2020
Mind-boggling. 8 out of 11 sectors are at record valuations. Unparalleled to anything we’ve seen in the last 30+ years. The boom and bust cycle isn’t over. pic.twitter.com/jp83TunwlI — Otavio (Tavi) Costa (@TaviCosta) January 23, 2020 Boeing. Everyone wants to buy the dip, but it’s still trading near its highest EV to sales ever. It … Read more
November world trade volume #'s out World trade volume decreased -0.6% month-on-month (growth was 0.5% in October) World trade momentum was -0.2% (non-annualised; 0.3% in October) (Source: CPB Netherlands Bureau forEconomic Policy Analysis) pic.twitter.com/SuCzk9HMDW — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) January 25, 2020 I don’t think this downturn will end any time soon, and frankly I … Read more
The Fed’s “temporary” liquidity injections have become permanent. Balance sheet now $4.15 trillion. In three months balance sheet could be back to peak level. And injections are unlikely to stop, as sovereign yields would rise. pic.twitter.com/P5Nq2WuuCv — Daniel Lacalle (@dlacalle_IA) January 25, 2020 I just rewatched The Big Short. Great film but it made me … Read more
by UPFINA The S&P 500 hasn’t had a 1% or more move in 72 straight trading sessions (as of Friday). That’s the longest streak since October 2018. The longest streak in 24 years is 94 days ending in January 2018. Furthermore, it has been 30 days since the S&P 500 has fallen on back to back … Read more
All of China is under lock down. Happy Lunar New Year. #China: – All interstate transportation services in and out of Beijing will be suspended tomorrow (1st level emergency response) – Private vehicles have been banned from operating in #Wuhan city. #CoronavirusOutbreak — GMI (@Global_Mil_Info) January 25, 2020 ALSO, NOBODY IS ALLOW TO DRIVE THEIR … Read more
by Chris On the one hand there’s no new news, the number of new cases and fatalities is frozen for many hours. On the other hand there’s this: One of these two data points is closer to the truth than the other…
by Chris For everyone with a plan that includes “I’ll drive to my Plan B location when I need to” this photo underlines the need to leave early if that’s your plan.
In the early days of the Wuhan coronavirus outbreak, Chinese officials arrested citizens they accused of spreading rumors about the illness online. Journalists have also reported being detained and threatened by Chinese authorities while covering the outbreak. Experts are now faulting the Chinese government for its harsh crackdown on the flow of information about the … Read more
https://imgur.com/gallery/z4WscUm Grounding planes for a couple months more justifies a 10% loss in stock price? Thank god tdameritrade allows 4x margin (My account is 80k but I leveraged to 320) See you guys in tendieland Disclaimer: Consult your financial professional before making any investment decision.
by advisorymgr
by optionseller It is clear that some institution opened a 23.3 million position in AAPL calls this Friday, expiring in 14 days. The 300 strike call dwarfs ATM calls volume 5:1. This is beyond autistic scale. Some serious money at work AAPL option volume on Jan 24 On Jan 2, a similar case happened … Read more
THIS IS GREAT!!! George Webb is the best investigative journalist there is out there! Only 37 mins! MUST WATCH!! Hunter Biden carried military grade encrypted communications. THAT makes him a material witness. GW has the fact witnesses willing to testify. Many already have ON CAMERA. This also links to Dizzy WasAMANSchultz and Nancy Piglosi. Well, … Read more
Trudeau Liberals creating most debt slaves in Canadian History (Link to relevant material below) https://business.financialpost.com/op… https://www.macdonaldlaurier.ca/size-… https://www.macdonaldlaurier.ca/wp-co…