Buy The Rumor Sell The News

by

by urriola35   Trump is pumping the markets, getting a Fed rate cut, and restoring confidence so he has the cushion to unleash his biggest tariffs yet. Keep buying the cyclicals up to the meeting and then load up on OTM Puts out 2-3 weeks. Keep Apple, John Deere, Caterpillar, Boeing, and United Technologies in … Read more

Ford stock will be worthless in a year – DD

by

by friendly-cephalopod   Our beloved American car company that has been around forever is a piece of absolute dog shit that will go bankrupt in the next year. Here’s why 103 Billion in long term debt – Over the last 3 years this has increased by 12% 226 Billion in total liabilities – 10% increase … Read more

Disney is going to the moon in the next 6 months?

by

by Wesia Everyone knows about Disney’s streaming service coming out in November (Disney+). And according to this article: link to article Investors are pricing in a 6-8 million subscriber base by the end of the year and a 10 million number would be huge for the stock. But I think investors are severely underestimating Disney+ … Read more

Short NYC?

by

by investingnoobhelp   NYC economy is dying for local NYC residents. It might seem okay from any outside view but when you touch base at what’s actually going on here, it looks like the city had been undergoing recession for quite a while. ​ Real estate(rent/purchase) is too expensive for the average family. Even in … Read more

Why Investors Might Not Want Rate Cuts

by

via upfina: The backdrop of the August PPI report is treasury yields have been rising quickly this week and the Fed is about to cut rates. Yields are still historically low, but if the selloff in treasuries is to continue, we will need to see a pickup in inflation. The Fed would rather PPI be modest … Read more

Banks in HK are showing signs of panicked need for deposits. The money is running : deposit rate offers: China Merchants Wing Lung, 5% for 1mo, HSBC, 4% for 7d

by

Banks in HK are showing signs of panicked need for deposits. The money is running : deposit rate offers: China Merchants Wing Lung, 5% for 1mo HSBC, 4% for 7d Hang Seng, 4% for 7d : All while overnight HIBOR is 67bps and 1mo HIBOR is 1.85%. #HKQUIETPANIC #HKexit — 🇺🇸 Kyle Bass 🇹🇼 (@Jkylebass) … Read more

Gundlach: There Will Be No U.S.-China Trade Deal, 75% Chance of a Recession in 2020; Scotiabank: The Fed and ECB Both Face Fresh Challenges

by

Jeffrey Gundlach, the chief executive of DoubleLine, said Thursday there will be no trade deal between the U.S. and China before the presidential election. At a presentation in London, Gundlach said President Trump is the “irresistible force” but that China has every incentive to attempt to wait out his presidency. Trump won’t do a deal … Read more

Global Central Banks Pushing Interest Rates Lower to Negative Territory

by

by confoundedinterest The CFR Global Monetary Policy Tracker is updated through September 1. The Index of Global Easing(-)/Tightening(+) holds steady at -6.68, significant easing, as markets anticipate a further Fed rate cut this month. Easing monetary policy are Brazil, Chile, Peru and Colombia in South America, the European Central Bank, Australia, China, Turkey, Poland and Finland. Tightening? Pakistan, Sweden, the UK and Canada. Almost 80% … Read more

Don’t Trust the Liquidity… Recession, and the Crisis, are Coming – GnS Economics

by

via gnseconomics: There is renewed hope in the markets after central banks, most-recently the ECB and China, have added easing measures. The working narrative is that these will, once again, renew global growth and allow governments, corporations and consumers to go even more deeply into debt. But will the increase in liquidity work this time around? … Read more

Draghi faced unprecedented #ECB revolt as German, French, Dutch governors resisted QE.

by

Draghi faced unprecedented #ECB revolt as German, French, Dutch governors resisted QE. Those 3 governors alone represent half of Eurozone GDP. Other dissenters incl governors from Austria, Estonia, as well as members on ECB’s Board incl Lautenschlaeger & Coeure, BBG reports. pic.twitter.com/odtaLy8i2Q — Holger Zschaepitz (@Schuldensuehner) September 12, 2019

UPDATE: US budget deficit smashes $1 trillion mark, highest in 7 years. Treasury paid $41.403 bn in interest on the public debt (gross) in August, the most ever.

by

UPDATE: US budget deficit smashes $1 trillion mark, highest in 7 years The U.S. government’s red ink for fiscal 2019 swelled past the $1 trillion mark in August, the first time that level has been eclipsed in seven years, the Treasury Department reported Thursday. The total shortfall rose to nearly $1.07 trillion, thanks to a … Read more

With either a Trump win or loss, civil war is likely on the horizon.

by

via americanthinker: The machinations of an illiberal left, on display in its ever-increasing violence accompanied by the ululations of a propagandist media in contravention of an imaginary “white supremacist” right, have riven the nation into diametrically opposed camps. The right will never accept socialism, while the left will accept nothing less. Trump Wins Those on the … Read more

JOEL KOTKIN: American Renewal: The Real Conflict Is Not Racial Or Sexual, It’s Between The Ascendant Rich Elites And The Rest Of Us.

by

via dailycaller: Despite the media’s obsession on gender, race and sexual orientation, the real and determining divide in America and other advanced countries lies in the growing conflict between the ascendant upper class and the vast, and increasingly embattled, middle and working classes. We’ve seen this fight before. The current conflict fundamentally reprises the end of … Read more