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By Robert Ross The markets are in the middle of a once-in-a-decade event. And it says a lot about what you should do with your money right now. I’m talking about a critical recession indicator called the yield curve inversion—or the Diamond Cross. As you may recall, a Diamond Cross happens when the difference between the … Read more
by The_In-Betweener The idea of false flags is pretty well known at this point so it’s nice to watch so many instantly question these situations. Here’s Ben Garrison cartoon where he seems to have faith that Trump won’t cave to those committing the potential false flag. The leaders of Saudi Arabia and Israel along with … Read more
Book value vs stock prices at every #Bubble peak. This bubble had flat wages + 1/2 the GDP growth of prior two economic cycles; but 0% rates, exploding global debt (US $10T–>$22T, China $7T–$40T) + $15T global QE.🤔#idiocy@RobSKaplan @neelkashkari @marydalyecon @EricRosengren pic.twitter.com/NwNVK8IqOr — M/1_LP (@MI_Investments) June 15, 2019
via Zerohedge: While central banks have yet to lose control over the stock or bond market, an eventuality which even the world’s biggest bond manager warns is just a matter of time, they sure have lost control over what is arguably an even more important market metric: inflation expectations. Take the euro-area, where despite years … Read more
via metricmaps.org: Source is ACS 2017 5 year county geo, and tool is maptitude h/t metricmaps_or
via taxprof: Memorandum Opinion For the General Counsel, Department of the Treasury, Congressional Committee’s Request for the President’s Tax Returns Under 26 U.S.C. § 6103(f) (33 pages): The provisions in 26 U.S.C. § 6103 protecting confidentiality of tax returns prohibited the Department of the Treasury from complying with a request by the Chairman of the House Ways and … Read more
Authored by John Solomon via The Hill If you read the newspapers, tuned into the cable TV pundits or received an email from one of the Democrats running for president, you’d swear Donald Trump was back to his treasonous ways. All that was missing was an annoying OMG text exclamation punctuating the unfounded claims that Trump might … Read more
By John Mauldin Ray Dalio is the thoughtful, somewhat controversial founder of the world’s largest hedge fund, Bridgewater Associates, which he started in 1975. While much of his writing is private, I (and many others) peruse every word we can of his and the Bridgewater team’s thinking. I find it to be some of the … Read more
GLENN REYNOLDS’ SOCIAL MEDIA UPHEAVAL Makes The Case For Trust-Busting Big Tech Companies In Glenn Reynolds’ new book, ‘The Social Media Upheaval,’ the popular blogger and law professor persuasively fleshes out his argument for breaking up the Silicon Valley giants. Reynolds has a deceptively simple prose style that he’s perfected at Instapundit. There, he’s the master of … Read more
by TFittonJW President Trump took notice this am: Obama-Clinton-Russia: The REAL Collusion Scandal; Docs Show Obama State Dept. Launders Steele Dossier to Target @realDonaldTrump; and Leftists Threaten Electoral College and U.S. Constitution. Huge @JudicialWatch Update! https://t.co/JTMAjukmKm pic.twitter.com/LQSz3TTJXr — Tom Fitton (@TomFitton) June 15, 2019 Background: https://www.judicialwatch.org/press-room/press-releases/judicial-watch-releases-state-department-emails-showing-dossier-author-christopher-steeles-close-relationship-with-state-department/ Judicial Watch today released 43 pages of documents from the U.S. … Read more
by MadMoneyOnCNBC
https://www.reuters.com/article/us-huawei-tech-usa-chipmakers-broadcom/broadcoms-2-billion-warning-rattles-global-chip-sector-idUSKCN1TF0O1 Broadcom Inc sent a shockwave through the global chipmaking industry on Friday with its forecast that U.S.-China trade tensions and the ban on doing business with Huawei Technologies would knock $2 billion off the company’s sales this year. Huawei accounted for about $900 million, or 4%, of the company’s overall sales last year. Broadcom, … Read more
Tech bubble 2.0. It's https://t.co/J3uFVtyg1l all over again. But remember, no signs of excess……at all. pic.twitter.com/3pELjdXcHm — Liberty Street News (@LbrtyStreetNews) June 15, 2019 h/t Bee
Watch the latest video at foxnews.com Liberal billionaire George Soros picked up two wins in Virginia this week when two prosecutor candidates he backed ousted incumbents in local Democratic primaries — after he poured nearly a million dollars into their campaigns. Soros, known for backing left-wing causes across the globe, used his Justice and Public … Read more
Semiconductor Billings Full Bear Status Retail investors have been loading up on puts AS we have been saying SENTIEMNT IS EXTREMELY POLARIZED and COMPELTELY SUPPORTS A BLOW OFF – if this is not scary for sellers – I DO NOT KNOW WHAT WOULD BE. (If you are short this is a serious warning) pic.twitter.com/Wr2QSuaZvi … Read more
by PeakAndrew I would put them in three groups, from most vulnerable to least: Netflix, Facebook/Google, Amazon/Apple. Reasons: – Netflix is greatly overvalued even for a growth company and has a single revenue source with real competitive headwinds. – Facebook and Google are single revenue source companies with significant regulatory risk and are somewhat overvalued … Read more
by timeinthemarket I made a post last year when it hit 500k so here’s another one. Below is a picture of the growth this year. Portfolio 6/9/19 I track my portfolio on a monthly basis so the 600k total is from 6/9/2019. Started tracking in 2015 when I was sitting at 293k. Started to get … Read more
https://www.livemint.com/news/india/india-finally-retaliates-in-tariffs-tit-for-tat-with-us-1560504965702.html The move comes ahead of the meeting between Modi and Trump on the sidelines of the G20 summit in Japan. New Delhi has decided to impose long-pending retaliatory tariffs on 29 US products. Washington had withdrawn duty-free benefits for Indian exports under its Generalized System of Preferences (GSP) effective 5 June. The retaliatory tariffs … Read more
via @hks55: $Vix did a classic trap friday. Marginal break below the trend line everyone is watching to get sheeple to short it but held the 50 day moving average. Classic, classic false break trap. This is big money generating alpha.There will be a large move up in the vix monday. Watch. In fact, the $VIX … Read more
via @lcdnews: US #leveragedloan segment lost 0.22% in May, pretty much in the middle of the pack, and far better than #highyield and equities https://buff.ly/31oSuDB ht @abnormalreturns From LCD’s monthly private equity report: Avg purchase price multiple on 2019 European LBOs remains +10x, though down from year ago #leveragedloan #highyield The retail investor flight from US … Read more