Macro Bear And Bull Summary

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by WSBConsensus Bear: July marked the second consecutive month of contraction in Global PMI’s US 10yr real yields touches negative territory Gold made fresh highs US ISM nonmanufacturing index surprised to the downside in July China’s July service industry PMI came in below expectations hitting its lowest level in 5 months UK’s 2Q19 GDP contracted. The … Read more

When did this trend start: “I’m losing so much money therefore go IPO”

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by MakeoverBelly   I’m looking at prospectuses of the big tech players when they entered the public markets. I see that most of the giants everyone wants to see being created again were actually profitable when going public. Apple, 1980, profit: 12M, revenue: 118M, S-1 link Microsoft, 1986, profit: 17M, revenue: 85M, S-1 link Google, 2004, profit: … Read more

Don’t dwell on hindsighting yourself. If you look at any graph of a stock or anything it is so obvious to spot the times to buy or sell and pick an optimum path through different investments but when you have to do it live you never know what is going to happen.

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by lahkbustuh Imagine this: if you were around in the early 1900’s, which car company would you have invested in? There were hundreds of them. Most of them looked pretty good. Even as late as the 1950’s Studebaker, Nash, and American Motors would have looked pretty great. You would have no way of knowing Ford, GM, … Read more

JOHN DEERE (DE) SHORT THESIS (ER 8/16)

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by 2_uber TLDR: SHORT JOHN DEERE Schmidt says sales at his dealership, in general, declined by as much as 15% in the first half of the year, led by a fall in the demand for large equipment. In a sign of things to come, early orders for planting equipment for next season’s soybean and corn … Read more

BANK OF AMERICA raises chance of recession to 1-in-3; Fed Considers New Tool for Downturn; Bankruptcies rising; Consumers knee-deep in debt…

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Bank of America raises chance of a recession to 1-in-3 in the next 12 months Bank of America sees a greater than 30% chance of a recession in the next year, based on recent data. Some economic indicators are “flashing yellow,” signaling a coming recession. Head of U.S. economics Michelle Meyer says the “bright spot” … Read more

NO VIDEO IN EPSTEIN DEATH PRISON… Cellmate transferred hours before… 7 Unanswered Questions… CONSPIRACIES ERUPT

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There’s no video of Jeffrey Epstein’s apparent suicide: sources There’s no surveillance video of the incident in which Jeffrey Epstein apparently hanged himself in a federal lockup in Lower Manhattan, law enforcement officials told The Post on Sunday. Although there are cameras in the 9 South wingwhere the convicted pedophile was being held at the Metropolitan Correctional Center, … Read more

BREAKING: AG Bill Barr slams ‘inadequate’ Manhattan jail where Epstein killed himself and turns up heat on his ‘co-conspirators’

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Barr issued a stark warning to Epstein’s alleged co-conspirators on Monday He also slammed the handling of Epstein by the Manhattan Correctional Center Barr said he is ‘appalled’ and ‘angry’ at the failure to ‘adequately secure’ Epstein While Epstein was the only person charged the Manhattan U.S. Attorney pledged to ‘stand for victims’ following his … Read more

The Hammers Coming Down: Trump Ending Welfare-dependant Immigration

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via breitbart: President Trump is set to save American taxpayers billions of dollars as his administration announces a new rule on Monday that will essentially ban welfare-dependent legal immigrants from permanently resettling in the United States. A new regulation set to be published by the Trump administration will ensure that legal immigrants would be less likely … Read more

True for You but Not for Me

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Can something be true for you and not true for me? In other words, is the truth relative or is the truth fixed? How you answer this question shapes the way you look at the world. Renowned philosophy professor Paul Copan provides an excellent road map through this tricky and vitally important issue.  

Epstein should have been the most protected inmate in the history of protective custody. Especially after one prior attempt on taking his life. (

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by WeAreTheResistance   Ultimately President Trump is the chief executive of the federal government. If he does not move forcefully and dramatically at removing those people in positions of power that allowed this to happen, it will raise my suspicions that he himself may be culpable and protecting those who did this. It’s time for … Read more