Investment Watch Blog

via @RVAnalysis: •If recession is coming, sell equity. •If recession is coming, there’ll be QE4. •US equities rise during balance sheet expansion (Fed, BoJ, PBoC, ECB, BoE below). •If recession is coming, should we buy or sell equity? RV’s 2 week Recession Watch series starts today.  

by confoundedinterest I remember when a Chief Economist at a large Washington DC area housing finance entity said that the definition of a house price bubble is when house price growth exceeds household income growth.  Sounds reasonable. But what that means is that most of the USA is mired in ANOTHER house price bubble. According to research … Read more

via fxempire: July 2019 will mark exactly 10 years since the end of the Global Financial Crisis in 2009. It will also mark the longest period of economic expansion on record, surpassing the 1991 to 2001 internet boom. The question – Is the current boom sustainable? The 90s economic boom was fuelled by the internet. This … Read more

via cato: My new op-ed at The Hill discusses the disastrous rise in federal government debt as profligacy dominates both parties in Washington. With the far-left lurch of the Democrats and the complete abdication of responsible budgeting by Republicans, I don’t see how the nation escapes from a damaging and protracted economic crisis down the road. It does not … Read more

by Michael Snyder How long can the stock market possibly stay completely disconnected from economic reality?  On Monday, the Dow Jones Industrial Average rose just 27 points, but that was good enough to push it to yet another new all-time record high.  Investors have been absolutely thrilled by the extremely impressive bull run that we … Read more

by visualcapitalist View the full-size version of the infographic Every generation thinks about investing a little differently. This is partially due to the fact that each cohort finds itself on a distinct leg of life’s journey. While boomers focus on retirement, Gen Zers are thinking about education and careers. As a result, it’s not surprising to find that … Read more

via Zerohedge: As far back as 2013, China’s macro-economic data has been ‘questionably’ smoothed at best, and outright fake at worst. Whether it is trade data (“never been faker” than in 2016) or aggregate production (2018’s massive GDP distortions), as economist Nouriel Roubini once asserted, China just makes its numbers up. This month was no exception… Following China GDP’s … Read more

by Michael Snyder Why are we suddenly seeing so many cases of flesh-eating disease all along the east coast of the United States?  For years, flesh-eating bacterial infections were so rare in the U.S. that even a single case would make national headlines.  But here in 2019 the news is telling us that we are … Read more

[Questions start at: 1:12:08 – Click the link below] [Questions start at: 1:12:08 – Click the link below] Questions and Responses Only – Different Audio Source “YOU CAN LEAVE” President Trump SLAMS Democrat Women Including AOC   h/t 2B

By The Phoenix A top is forming. Whether it’s THE top of just A top such as the one from May remains to be seen. The big warning comes from junk bonds, which have lead stocks since the December lows. As stock hit new highs, Junk Bonds have effectively traded sideways since mid-June. This matters … Read more

The MSM and politicians have attacked Trump in regards to his tweets. Nancy Pelosi is creating a resolution to stop Trump. Trump and his administration create new asylum laws, the flow of migrants will come to a trickle. Iran says ready to talk, US is not. Q drops more bread, Epstein access closed, make the … Read more

by Josh Sigurdson of World Alternative Media Josh Sigurdson reports on the “Storm Area 51” phenomenon as nearly 1 million people sign up to storm the Nevada air force base said to house… aliens… Stories have been going around about the true use of Area 51 for many decades and there is actually quite good evidence that at … Read more