2020 will likely be a less pleasant start.

by

https://twitter.com/anilvohra69/status/1202960248249565190 We’d better be in for a December to remember. A world tour of manufacturers reveals 66% of PMIs were contracting in November v 54% in both October & September. Inventories have unquestionably been depleted. Will replenishment cycle sustain the reflation trade? ⁦@SoberLook⁩ pic.twitter.com/4FK8cuJniN — Danielle DiMartino Booth (@DiMartinoBooth) December 7, 2019 https://twitter.com/vixcontango/status/1203355580703891457 trump admitting … Read more

Globalization in a Sudden and Sharp Decline

by

by FS Is the end of globalization near? On a recent edition of FS Insider Ben Breitholtz of Arbor Research and Trading discussed the trend toward deglobalization and the implications this may have on inflation, interest rates and stock prices. See Data Shows Globalization In Sharp Decline, Says Ben Breitholtz for audio. Globalization Breaking Down The trend … Read more

The government is now responsible for holding up the financial system every. single. day. If they didn’t do this interest rates would blow out and money would leave the stock market and go into savings accounts. And that is just not allowed.

by

https://twitter.com/hks55/status/1203322732903108608 better hope the deceleration in the economy reverses or it's equities that have completely mispriced macro environment pic.twitter.com/vJzBTCyxip — Alastair (@StockBoardAsset) December 6, 2019 I liked this big picture historical perspective. pic.twitter.com/hB4DpIpO2g — Dan Tapiero (@DTAPCAP) December 6, 2019 TooBigToFail banks only getting bigger and more powerful "At the end of 1999…there were 10,220 … Read more

Unimpeachably Incredible!

by

266,000 jobs added in November 7 million jobs since the election 16th consecutive month of wage growth at or above 3% Unemployment at a 50 year low. 21st consecutive month at or below 4%. Longest streak in nearly 5 decades Unimpeachably Incredible! 🇺🇸266,000 jobs added in November 🇺🇸7 million jobs since the election 🇺🇸16th consecutive … Read more

Chart of crashes

by

We are in the longest stock market bullrun in history – the next runner up? The 1920's before the great depression. pic.twitter.com/51Mn82zw2t — Yago (@EdanYago) December 5, 2019

The Federal Reserve Wants Make It Easier to Approve Personal Loans

by

It could become easier for some personal-loan applicants to secure a loan after federal regulators announced this week that they encourage the use of “alternative data” in credit underwriting standards — so long as it’s done responsibly. The Federal Reserve and four other agencies said certain information, like cash flow data, could broaden access to … Read more

Abenomics has Failed Japan. Financial Times Wants to Make it Global

by

via mises: A recent article in the Financial Times, “Abenomics provides a lesson for the rich world,” mentioned that the experiment started by Prime Minister Shinzo Abe in the early 2010s should serve as an important warning for rich countries. Unfortunately, the article’s “lessons” were rather disappointing. These were mainly that the central bank can do a lot more than … Read more

Reddit says US-UK trade deal leaks may be tied to Russia, citing speculation from… of course, Atlantic Council

by

by hasangetinya A trove of secret papers cited by Labour leader Jeremy Corbyn in attacking the Tories may have links to Moscow, Reddit has announced. The proof? The US-UK-NATO-funded Atlantic Council says it isn’t sure but it might be true. The leaked documents, which were shared on the discussion site several weeks ago, point to … Read more

George Carlin knew the truth that the left wing/ right wing politics are all rigged to give you an illusion of choice.

by

Politicians are only puppets to the corporate elite, that want to keep the masses dumb down, distracted and complacent. “It’s a big club and you ain’t in it!” George Carlin understood that the masses are asleep and the “education system” is only meant to indoctrinate kids into following orders, not questioning authority, and being complacent … Read more

The Douma Hoax: Anatomy of a False Flag Corbett Report Vide

by

“As whistleblowers and documents continue to destroy the narrative surrounding the alleged chemical weapons attack in Douma, Syria last year, it is becoming increasingly apparent that this false flag event has been exposed. This week on The Corbett Report podcast, James goes through the remarkable timeline of the Douma hoax and breaks the spell that … Read more

Greece and Turkey closer to armed conflict

by

https://www.aljazeera.com/news/2019/12/greece-turkey-closer-armed-conflict-experts-191205214345751.html?taid=5de98d7a16deae0001930020&utm_campaign=trueAnthem:%20Trending%20Content&utm_medium=trueAnthem&utm_source=twitter Turkey is threatening to send a drilling ship to waters claimed – and defended – by Greece. Turkey’s Energy Minister Fatih Donmez says a drilling vessel such as the Yavuz will soon head to waters claimed by Greece Although the Hellenic Navy neither confirms nor denies it, two experts tell Al Jazeera that Greece … Read more

A MAJOR FACEBOOK FACT-CHECKING FAIL:

by

So this meme showed up in my memories marked as “False Information.” I’m not exactly sure how this can be characterized as “false.” Do Americans really prefer to eat their dogs? Is the connection between socialism and dog-eating absurd? (No — see Venezuela.). Who’s the fact-checker responsible? This is all I found: This is apparently a Colombian … Read more

Are CLOs the New Mortgage-Backed Securities? (w/ Danielle DiMartino Boot…

by

Are ultra-low interest rates putting monetary “beer goggles” on financial markets? Danielle DiMartino Booth of Quill Intelligence sits down with Peter Boockvar, CIO of Bleakley Advisory Group, to discuss the systemic risks to the global financial system. They deconstruct the growing challenges facing central banks. Boockvar examines the explosion of collateralized-loan-obligations (CLOs), predicts a grim … Read more

Non-Farm Payroll prints 4th largest spread vs ADP on record

by

Non-Farm Payroll prints 4th largest spread vs ADP on record pic.twitter.com/hwYOH7YFBK — Not Jim Cramer (@Not_Jim_Cramer) December 6, 2019 wouldn't "blowout jobs data" mean ny fed gdp now should be going up not down? (oh wait jobs are laggard) pic.twitter.com/nFdpDAcKGQ — Alastair (@StockBoardAsset) December 6, 2019

‘More than half the companies that were part of a leveraged buyout in 2016 missed their earnings projections by more than 25% last year. And that’s in a growing economy.’

by

'More than half the companies that were part of a leveraged buyout in 2016 missed their earnings projections by more than 25% last year. And that’s in a growing economy.' https://t.co/bV9CKvck1Y — Jesse Felder (@jessefelder) December 6, 2019 hedge funds vs S&P pic.twitter.com/ZhFhjsgOji — zerohedge (@zerohedge) December 6, 2019