AMZN Puts (DD)

by ryngo14 The stock is a bubble. AMZN missed earnings last two quarters, attributed to one-day shipping costs. This is just a hand-wavy explanation by people who are blind to the real issues the company is facing: Amazon’s size is a weakness, not a strength Costs are going up because the company is over-extended in … Read more

Live map of all the protests

A breakdown of the death tolls in some of the more high-profile protests around the world My own research as of November 2019: Kashmir/India, Bodycount: 50-150+ per year Ethiopia Bodycount: 86 Haiti, Bodycount:3 Hong Kong, Bodycount: 10 suicides Venezuela, Bodycount: at least 107+ Egypt, Bodycount: 0? Ecuador, Bodycount:8 Libya, Bodycount:0? (in the protests) Iran, Bodycount:1 China/Uighurs, Bodycount: 100-1000+ Algeria, Bodycount:1-3 South Africa, Bodycount:12+ France, Bodycount: … Read more

US says progress. China says big issues.

China and US had ‘constructive discussions’ about phase-one trade deal, state media reports ( The two sides had “constructive discussions” about “each other’s core concerns” and agreed to remain in close contact, according to the Chinese Ministry of Commerce. The call came at the request of Treasury Secretary Steven Mnuchin and U.S. Trade Representative Robert … Read more

S&P-Some might choose to ignore this structure, but it should be important into next week just as Counter-trend exhaustion sets in while time-wise this rally from early October is now equal in calendar days to the June-July bounce

Noone's fighting seasonality- The bias is typically negative starting in day 10 in November into day 15 in trading days, and this year's November is already higher by nearly 3% on the month, well above the average- Chart courtesy of Stock traders almanac pic.twitter.com/2HvcjWnyGI — Mark Newton CMT (@MarkNewtonCMT) November 15, 2019  

This is exactly right. Negative rates just discount money. I give you $100 and you give me back $95 later. Eventually everyone goes broke!!

https://twitter.com/hks55/status/1195775125200744449 If interest rates rise, corporate debt implodes. If yields stay too low, pensions can't meet their obligations. Call me cynical, but I have zero confidence central bankers are up to the task of threading that needle. — Eugene Gant (@PeoplesBread) November 16, 2019

Sites Hosting Multi-cam Feeds of Hong Kong Protests

Sites bundling multiple live-streams: https://freehk.live/ https://ncehk2019.github.io/nce-live/ https://m.twitch.tv/unabletobreathe/profile Real-time English translations: https://www.youtube.com/channel/UCMEhYuxpkmiXoYryeXt0b5A Apple Daily:  https://www.youtube.com/user/appleactionews Live at PolyU https://www.pscp.tv/2legit2trip/1YqKDnRpEWkJV wow https://t.co/vZzSWpQz0g — Alastair (@StockBoardAsset) November 17, 2019 h/t Psycho-naut

COURT RULES MORTGAGES TO VANISH: This Could Change Everything in Real Estate

Link to Slides and Sources: https://www.itmtrading.com/blog/court… As things get even harrier with our economy there are some new concerns around Home Mortgages you’ll be shocked to hear…which could absolutely change everything Real Estate. I’ll show you my findings and a lot more as I take you “Beyond the Headlines” with today’s 10-minute Breakdown.

World’s Largest Shipping Company Sees Bleak Outlook Amid Trade Wars

  The more pessimistic outlook “reflects the broad-based weakening of the economic environment in all the main economies,” Chief Executive Officer Soren Skou said in the statement. “Negative effects from escalating trade restrictions also weighed on trade growth.”   https://www.bloomberg.com/news/articles/2019-11-15/maersk-sees-weaker-industry-growth-as-trade-wars-dent-outlook?cmpid=BBD111519_WKND&utm_medium=email&utm_source=newsletter&utm_term=191115&utm_campaign=weekendreading    

Buying only electric cars when you can’t keep your electrical grid up is not just dumb, it’s California dumb.

CALIFORNIA BANS GOVERNMENT PURCHASES OF MOST GAS-POWERED CARS UNDER NEWSOM CLIMATE ORDER: California state government on Friday stopped buying gas-powered sedans as part of Gov. Gavin Newsom’s administration’s efforts to reduce greenhouse gas emissions. The directive by the state’s Department of General Services, which oversees purchasing and contracts for California state government, exempts public safety … Read more

New Substance Can Store Valuable Solar Energy for Decades

Researchers in Sweden have developed an affordable and effective way of gathering, storing, and releasing energy from the Sun, through a new process that could conceivably store the trapped solar energy in chemical form for decades, which can later be released on demand when needed. The new process was developed by scientists at Chalmers University … Read more

Conservative group Judicial Watch sues South Bend over immigrant ID card records.. UhOh Mayor Pete

SOUTH BEND — A conservative Washington-based group has sued the Mayor Pete Buttigieg administration and South Bend Common Council, alleging the city has violated Indiana’s public records law by refusing to disclose staff emails related to a program that provides identification cards to undocumented immigrants. The suit, filed this week in St. Joseph Circuit Court … Read more

If Not-QE Is QE, then is Not-a-Blowoff-Top a Blowoff Top?

by Charles Hugh-Smith Can $300 billion, or $600 billion, or even $1 trillion continue to prop up an increasingly risk-riddled, fragile $330 trillion global bubble in overvalued assets? When is “Not-QE” QE? When Federal Reserve Chairperson Jerome Powell declares QE is not QE. We can constructively recall the story that Abraham Lincoln famously recounted in 1862: ‘If I … Read more

Hitting The Brakes: Why The US Auto Sector Is At Risk

Should the auto industry slowdown continue and contribute to the already mounting job losses in the manufacturing sector, the economy will lose another industry that has been a significant tailwind to an otherwise sluggish overall growth rate.   US Total Auto Sales 12-Month Average: Year over Year (%) Source: Bloomberg, EPB Macro Research https://seekingalpha.com/article/4305924-hitting-brakes-u-s-auto-sector-risk   … Read more