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In the 1950s, the United States insisted the Soviet Union was a dire threat to America. This wasn’t even close to being true. This fallacy is disproven by a number of studies that show the economic growth of the Soviet Union was seriously hampered by the Second World War and despite a push for industrialization … Read more
Authored by Lance Roberts via RealInvestmentAdvice.com, For the last few months, we have repeatedly warned about the mounting risks which were being ignored by an increasingly overly complacent, overly exuberant market. Doug Kass had a good compilation of those concerns on Friday: The Fed Chairman seemed more hawkish in tone recently Rising interest rates provide … Read more
by Chris What does a rescue look like in a hyper-interconnected world of global “markets?” Well it looks like this…just for fun I’ve lined up the “markets” for Japan, the US, Europe generally and Germany specifically so that their times line up. Notice anything? Now the headlines this morning are all going to be about … Read more
Last week Mike Maloney unveiled his new indicator, the Market Fragility Index, to the public. Today he shows us a recent discovery that helps explain why the cracks in the financial system are growing larger every day, and why the next market crash may be far more devastating than anticipated.
Dissention in the markets pic.twitter.com/AfKUoiiV9L — mcm-ct.com (@mcm_ct) October 16, 2018 Seller exhaustion is setting up at 2792 a top 40 percentile event over the last 20 years. Should find support there and bounce but failure at this price would set up further downside#ticktools — mcm-ct.com (@mcm_ct) October 16, 2018 Future business conditions pic.twitter.com/hok3M0AJ3F — … Read more
via moneymaven: Not only do banks earn free money on excess reserves, they can borrow money and make guaranteed free money on that. The Federal Reserve Bank of St. Louis discusses the Carry Trade in Liquidity. The IOER [interest on excess reserves] has been the effective ceiling of other short-term interest rates. The figure above compares the … Read more
Article strongly comes off as a hit piece, but fwiw: “… The startup, valued at $5.6 billion, was bringing in more than 40 percent of its revenue earlier this year from selling its customers’ orders to high-frequency trading firms, or market makers, like Citadel Securities and Two Sigma Securities, according to three people with knowledge … Read more
via ericwcharmon: Authors note: ((This is the third or fourth writing in my ‘New Investor’ series of posts. I’ve received a lot of positive feedback from them and am excited people seem to be getting so much out of them! If you have anything specific you’d like me to cover, let me know! I also respond … Read more
http://archive.is/YPSte Interesting read here from WSJ. What this could mean is the future google, facebooks, or amazons of the world never go public because they can always get the funding they need from softbank and their super rich investment clients. WeWork Cos. co-founder Miguel McKelvey a few years year ago brushed off the … Read more
by JasonMckennan Unemployment is at historic low levels. This means people have money to buy homes, which pushes the prices higher as they currently are. The best time to buy is when unemployment is high…which means lots of buyers fall out of the market. At the same time, people are losing their homes due to … Read more
The actual level of off-balance-sheet Chinese local government debt could be several times more than what is publicly disclosed and range as high as 30 trillion yuan to 40 trillion yuan, or about $4.34 trillion to $5.78 trillion, S&P Global Ratings analysts say in a report. “That’s a debt iceberg with titanic credit risks,” the … Read more
via promptcloud: The American job market is showing an upswing both in terms of job growth and wage. However, if we look at the US jobs report, it is not the number of new jobs created or the declining unemployment rate that get the limelight, it is the enigma behind the American salary that get the … Read more
via takeasecond: The data is from Forbes Global 2000 list of the world’s largest publicly traded companies. The graph was made in R with ggplot.
by Chris Look, the central banks are entirely responsible for the prices of bonds and about 99 and 44/100ths percent responsible for the dizzying hieghts of equities. Remove all that stimulation, the thinking goes, and then we get to discover just how much air is under these “markets.” Which makes this the most important chart … Read more
The Fed risks raising interest rates too much as the compass spins wildly Federal Reserve Chairman Jerome Powell is in an unenviable position. Folks expect him to fine-tune interest rates to keep the economy going and inflation tame but he can’t make things much better — only worse. Growth is nearly 3% and unemployment is … Read more
by Kimble Charting CLICK ON CHART TO ENLARGE This chart looks at the S&P 500 on a weekly basis over the past couple of years. Since the start of 2016, the S&P has spent the majority of the time inside rising channel (1). In January the S&P hit the top of the rising channel and selling … Read more
https://www.cnbc.com/2018/10/16/blackrock-ceo-larry-fink-we-saw-huge-outflows-before-last-weeks-plunge-due-to-more-fear-among-investors.html Basically the fear rising wages would squeeze company margins. Then my own take is what happens if/when tariffs related increases really hit? Especially if Chinese imports get hit with 25% (though China is devaluing somewhat to soften this IMHO). The bigger question is what does the Fed do as non-energy prices rise in the … Read more
The real reason why Polls fail (Link to article below) https://www.cbc.ca/news/politics/grenier-quebec-polls-miss-1.4856187
by: Stefan Gleason, Money Metals News Service Is the Trump agenda in peril? It’s a question investors should consider ahead of the mid-term elections. Up to now, the Trump economic agenda has certainly been great for Wall Street and much of the broader economy. The Dow Jones Industrials continues to defy all naysayers – notching … Read more
