Investment Watch Blog

Who’s Next In The Emerging Market Sudden Stop? Countries increased imbalances getting used to cheap and abundant inflows. Now the reversal is painful. EM FX continue their decline against the #USD.

May 18, 2018 12:09 pm

Who's Next In The Emerging Market Sudden Stop? Countries increased imbalances getting used to cheap and abundant inflows. Now the reversal is painful. pic.twitter.com/UZxnCSqVqu — Daniel Lacalle (@dlacalle_IA) May 18, 2018 do not read this pic.twitter.com/q02AIIpqI0 — Alastair (@StockBoardAsset) May …

2007 redux – The #ESBie – European “Safe Bond”- The European Commission Believes That Packaging Bonds Makes Them Safe. Notice any similarity?

May 18, 2018 12:07 pm

The #ESBie. European "Safe Bond". The European Commission Believes That Packaging Bonds Makes Them Safe. Notice any similarity? 🤔 pic.twitter.com/0U5MdAU8B7 — Daniel Lacalle (@dlacalle_IA) May 18, 2018 #Eurobonds or #Esbie Only a bureaucrat can believe this can work. Package debt …

What You Aren’t Told About WWII: Part I

May 19, 2018 8:49 amMay 18, 2018 12:01 pm

by Daniel Carter If news is fake now, imagine the inaccuracies of history books. How often were they distorted to make the victor look good and the loser look evil? How often do history books leave out cause-effect relationships that …

Sarah Sanders didn’t pull any punches with this statement about leakers

May 18, 2018 11:06 am

https://www.youtube.com/watch?v=9PCCV-ndRfo The Patriot Pulse reports, The never-Trump media refuses to report positive news about the Trump administration. Read More/Source/Credit/FairUse: https://patriotpulse.net/sarah-sander…

Feds Allow Florida Officials To Battle Mosquitoes With Advanced Drones

May 18, 2018 10:48 am

by stockboardasset The controlled airspace above Southwest Florida might become more congested now that the Trump administration has cleared the way for Lee County Mosquito District (LCMD) as one of ten state, local, and tribal governments as participants in the new …

Shots fired Santa Fe High School (Texas)

May 18, 2018 10:25 am

SANTA FE, Texas (KTRK) — Santa Fe High School is on lockdown after a shooting inside the school. The suspect has been taken into custody, according to an assistant principal at the school. The school district just issued the …

Officer-involved shooting at Trump National Resort in Doral, terrorism reportedly not ruled out

May 18, 2018 9:27 am

Watch the latest video at foxnews.com A man who police say was yelling “anti-Trump sentiment” was arrested early Friday after exchanging gunfire with officers in the lobby of a hotel at a sprawling golf resort that the president owns near …

ITALY’S NEW GOVERNMENT TO IMMEDIATELY WITHDRAW ITS EURO SANCTIONS ON RUSSIA. ”RUSSIA IS A STRATEGIC ECONOMIC AND TRADE PARTNER OF IT

May 18, 2018 9:25 am

ITALY’S NEW GOVERNMENT TO IMMEDIATELY WITHDRAW ITS EURO SANCTIONS ON RUSSIA. ”RUSSIA IS A STRATEGIC ECONOMIC AND TRADE PARTNER OF ITALY” https://twitter.com/Brasco_Aad/status/997408021759356928?s=19 https://twitter.com/Brasco_Aad/status/997409316041822208 AC

BOMBSHELL REPORT: Brennan Was Behind the ‘Setup’

May 18, 2018 8:01 am

https://www.youtube.com/watch?v=LPp7ww7ztfU The Patriot Beat reports, We all knew Obama’s Deep State was working behind the scenes to set up President Trump by creating this phony “Russia collusion” story. It was a setup. Read More/Source/Credit/FairUse: https://patriotbeat.com/2018/05/16/bo…

Brothers Created Scam PACs and Made Millions Off Voters!

May 18, 2018 8:00 am

https://www.youtube.com/watch?v=gvU50v8LNIE Brothers Created Scam PACs and Made Millions Off Voters! http://redstatewatcher.com/article.as…

We Just Had Two Years Of Record-Breaking Global Cooling Worldwide

May 18, 2018 8:00 am

Inconvenient Science: NASA data show that global temperatures dropped sharply over the past two years. Not that you’d know it, since that wasn’t deemed news. Does that make NASA a global warming denier? Writing in Real Clear Markets, Aaron Brown …

Kass: “Reject the Bull Market in Complacency and Derisk Now”

May 18, 2018 7:47 am

by Doug Kass “Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one.” – Charles Mackay, Extraordinary Popular Delusions and The Madness …

There Are Fewer Than 45,000 Mortgage Refi Candidates Left in the US

May 18, 2018 7:46 am

via M Hanson: It’s the “surprise” that everyone should have seen coming from 10 years away. The mortgage refi market is deader than dead. Of course it is. Every homeowner with a pulse and an ounce of common sense refinanced …

THIS IS THE REVOLUTION AGAINST THE CALIFORNIA SANCTUARY STATE. THESE ARE OUR LEADERS.

May 18, 2018 7:42 am

https://www.youtube.com/watch?v=8EleCzkHC0c California needs to comply or secede. AC

The Media Just Got Caught Lying About Trump Calling Illegal Immigrants Animals HERE IS THE PROOF!

May 18, 2018 7:41 am

https://www.youtube.com/watch?v=po6GD99ATFQ The Media Just Got Caught Lying About Trump HERE IS THE PROOF! The Media Just Got Caught Lying About Trump Calling Illegal Immigrants Animals HERE IS THE PROOF! Media Companies And Fake News Companies Left This Important Piece Of …

Nearly 51 Million Households In The United States ‘Can’t Afford Basics Like Rent And Food’

May 19, 2018 8:49 amMay 18, 2018 7:40 am

by Michael Snyder If the U.S. economy is performing well, then why can’t 51 million households in the United States “afford basics like rent and food”. A stunning new report that was just put out by the United Way ALICE Project shows …

Welcome to New Gilded Age: $500M mansion neighbors homeless encampment… 51 million households struggle with rent, food

May 18, 2018 7:26 am

In the second Gilded Age, the mansions get bigger, and the homeless get closer THE CAPITAL OF AMERICA’S SECOND GILDED AGE IS LOS ANGELES, WHERE HOMES WORTH TENS OF MILLIONS OF DOLLARS LOOK OUT OVER A CITY IN WHICH THE …

When the left defends murderous thugs in order to go after a Trump, you know their crazy meter just hit a new high.

May 18, 2018 7:21 am

I foresee a lot of really good commercials for the GOP coming out of this. NOW: Then: Related: Sr. Rolling Stone writer calls Trump RACIST for MS-13 ‘animals’ remark, trips SPECTACULARLY on old tweet. h/t GR

Target2: The No-Payback Eurozone Credit Card for Broke Countries

May 17, 2018 10:35 pm

via City A.M.: Oh, what a tangled web we weave, when we all practice to keep fundamentally insolvent entities afloat no matter what. How many worldwide systems exist to enable broken and unsustainable economies and companies? The Fed’s ZIRP has kept …

Stagflation Has Hit the European Union – Danielle Dimartino Booth

May 17, 2018 10:35 pm

Danielle DiMartino Booth say’s stagflation has hit the Eurozone. Danielle also spoke to a group of Brussels Parliamentarians as she discussed quantitative easing efforts.

In Under 20 Years, All Currently Recoverable Gold Will Have Been Mined

May 17, 2018 10:35 pm

via Motley Fool: Homebuilding stocks have been struggling with interest rate increases, particularly once residential mortgage rates rose above 4.30% (MBA 30-year rate). Of course, lumber prices almost doubling over the past year isn’t helping.

Will the S&P 500 drop on May 31?

May 17, 2018 10:34 pm

via dailyreckoning: Today we reveal the precise date of the next market drop. When is it… why that specific date… and what will cause it? Answers anon. First the backstory… Market strategist Kevin Muir began noticing strange doings in 2011… Some …

South Africa Announces Plan To Steal All Private Property, Black And White

May 17, 2018 10:32 pm

https://www.youtube.com/watch?v=b17L9PyI5-s

Bitcoin dollar price versus TulipMania

May 18, 2018 7:56 amMay 17, 2018 10:32 pm

https://twitter.com/OccupyWisdom/status/996156953964445696 https://twitter.com/OccupyWisdom/status/997008819678007297 Bitcoin is a RISK ASSET that is correlated, and a leading indicator for #equities. It is not #money and doesn’t behave like money. Check out the tight correlation to the #SP500 leading the rallies and declines. Especially after …

Remember This When The “Experts” Say They Didn’t See It Coming…

May 19, 2018 8:49 amMay 17, 2018 10:31 pm

https://twitter.com/OccupyWisdom/status/996905980305793024 https://twitter.com/OccupyWisdom/status/997110058151497734 Emerging Market Panic: "Emerging Markets Vulnerable?" h/t .@NautilusCap $EEM pic.twitter.com/Eljx5lAUZv — Alastair (@StockBoardAsset) May 16, 2018 https://twitter.com/OccupyWisdom/status/996913344035672065

BREAKING NEWS FROM 1919: Even Architecture Has Been Overrun by Politically Correct Babbling.

May 17, 2018 10:30 pm

Even Architecture Has Been Overrun by Politically Correct Babbling. An article published by the April 2017 American Institute of Architects Journal asks: Should architects step into the political ring? The writer, Chris Bentley, recalls the “March for Science,” which was supposed to …

THESE 29 GOP SENATORS VOTED AGAINST BALANCED BUDGET PROPOSAL

May 18, 2018 12:55 pmMay 17, 2018 9:49 pm

The proposal was Sen. Rand Paul’s “Penny Plan” to balance the federal budget by 2023 via one percent annual spending cuts, with only Social Security exempted. Twenty GOP senators voted for it, 29 GOPers voted against, as did all of …

Poor America: 40% Of Americans Can’t Afford Middle-Class Lifestyle

May 18, 2018 12:55 pmMay 17, 2018 9:46 pm

by stockboardasset Even though the stock market trades at near record highs, joblessness suppressed at decade lows, and corporate buybacks/profits booming via Trump’s tax reform, poverty is exploding all over America. One of the primary objectives of the Federal Reserve’s monetary policy of …

Rising Rates Hit Germany, The US, And Japan… Is The Everything Bubble About To Burst?

May 18, 2018 12:55 pmMay 17, 2018 9:45 pm

via GainsPainCapital It’s a good thing that the BLS ignores things like the recent rise in real estate and gas prices when it generates its official inflation numbers… Why? Because if the BLS didn’t do this we might actually see …

Dave Rubin With The Truth Bomb – Journalism really is dead. There’s just no other way to put it….

May 17, 2018 9:45 pm

They hang themselves and they don’t even know it. I don’t understand how the media can’t see that this is backfiring on them… They lose all credibility and red pill normies when they see the obvious bias and lies. h/t CaptainObvious