Significant Activist Hedge Fund Activity (Last 7 Days)

by badpauly These are the latest Schedule 13D forms filed by activist investors in the last 7 days. Activist investors are investors that make an investment with the intention of influencing management in some way. There is evidence that following activist investors into investments can generate excess returns. Schedule 13G forms, in contrast, are filed … Read more

Trump Floors EVERYONE With 9 Word Declaration Sending CHILLS Down The Spines of Any 2020 Challengers

https://www.youtube.com/watch?v=Xcelqwu94b8 Amanda Prestigiacomo for the Daily Wire reports, Fired up from the bombshell New York Times editorial written by an anonymous source claiming to be a senior member of the Trump administration and part of the “resistance,” President Donald Trump declared to a packed room at the White House that “nobody is going to come … Read more

From Buenos Aires To Nashville: The Emerging Market Crisis Spreads From Periphery To Core

by John Rubino This is the last emerging market crisis story for a while, promise. But one angle – exactly how a plunging currency in a far-off place affects supposedly stable markets like the US – is worth exploring because it’s happening right this minute. Let’s start with the choices facing an American or European … Read more

WORLD STOCK MARKET MARKET CAPITALIZATION VS FED BALANCE SHEET

https://twitter.com/OccupyWisdom/status/1038772764306563075 Markets are just losing the "easy money" froth…. Fed balance sheet shrinks $260bn, market corrects $1.6 trillion. Sounds about right. https://t.co/uSgE3WJwYb — Daniel Lacalle (@dlacalle_IA) September 9, 2018 "Mission Accomplished" -10 yrs later the bubble today makes the prior two look pedestrian. FYI…we didn't double the nat'l debt under the prior two bubbles (into … Read more

Identifying leading causes to recessions

via Iforgotmyhandle: Background I’m a software engineer that has been learning about Spark lately and leveraging data to figure out new information. As a pet project, I want to build a tool that can identify red flags in the economy and try to predict when the next downturn is. This is my first attempt of trying … Read more

What a housing / commercial property bubble looks like: “Hong Kong’s Rich Get Richer Flipping Floors in Property Frenzy”

via Bloomberg: In Hong Kong, a city of property superlatives, add this one: World capital of flipping office floors. Logistics heir Johnny Cheung Shun-yee made roughly HK$900 million ($115 million) in about nine months by buying and selling two floors of the city’s most expensive office building, based on estimates in local media reports. Dubbed … Read more

Interesting timing: Alibaba’s Jack Ma, China’s Richest Man, to Retire From Company He Co-Founded

NYTimes article HONG KONG — Alibaba’s co-founder and executive chairman, Jack Ma, said he planned to step down from the Chinese e-commerce giant on Monday to pursue philanthropy in education, a changing of the guard for the $420 billion internet company. A former English teacher, Mr. Ma started Alibaba in 1999 and built it into … Read more

A summary of Tesla’s red flags so far

by VisheshRai Bought solar city to bail out musk and his cousin Brother sits on board 14% first pass rate at factory Long list of senior executives leaving in past two years. “Funding Secured” but Saudis invested in competitor No chief of accounting at the firm throughout this year’s filings Suppliers not getting paid, some … Read more

The current cloud rivalries between Google, Microsoft, and Amazon

by raddingy AWS is tailored for companies to move off of existing “legacy” datacenter operations into the cloud. They also have companies by the balls and, honestly, ethically I dislike them (though I haven’t really used anything else besides AWS). Developing in it is super nice. Microsoft is built around, well, traditional Microsoft technologies. They really … Read more

How a US Foreign Service Officer Can Retire at 50

via dipsplode: The Perks of Being a Wallflower FSO So, FedFIRE? Well, if you’re a federal employee, there are a couple of ways to retire early, and plenty of routes to financial independence, but I happen to be in the unusual (in a good way) position of being able to retire as early as 50 under the Foreign … Read more

African Swine Fever is causing alarm in China (along with fears of inflation)

https://www.economist.com/china/2018/09/08/african-swine-flu-is-causing-alarm-in-china-and-beyond From the article: This time the pig fever is stoking fears of inflation. The cost of pork has an inordinate effect on the consumer-price index. With a fifth of the world’s population, China consumes half its pork. The government has set up a strategic pork reserve to keep the price stable. The blue-ear pig-disease … Read more

Zambia is defaulting on it’s loans with China and now China is set to take over the national power utility ZESCO.

via openzambia: The publication Africa Confidential has revealed that secret talks are underway for a Chinese company to takeover ZESCO. This is yet another instance of Zambia handing over sovereignty to the Chinese, putting us in a dubious position should we default on loans, leaving the Chinese to seize government assets.   In a report titled … Read more

News leading up housing collapse

I’m trying to find news or other media concerning a bubble prior to the 08 housing crash. For example If jib jab knew it was coming 2 years prior there had to be other sources. http://www.econ.yale.edu/~shiller/pubs/p1089.pdf I remember subprime started deteriorating in late 2006, people were following this mortgage implode website around that time. https://ftalphaville.ft.com/2007/03/08/3036/subprime-carnage-and-the-mortgage-lender-implode-o-meter/ … Read more

The Financial Elite Are Dumping Massive Amounts Of Stock, VIX Volatility Index Signaling Caution

h/t @StockBoardAsset  https://www.zerohedge.com/news/2018-09-08/cautionary-sign-insider-selling-soars-10-billion-amid-record-buybacks COT Report: $VIX Volatility Index Signaling Caution via @hedgopia The chart and data that follow highlight non-commercial commodity futures trading positions as of September 4, 2018. This data was released with the September 7, 2018 COT Report (Commitment of Traders). The chart below looks at non-commercial futures trading positions for VIX Volatility Index futures. For … Read more

The Employment Report Has Become Orwellian In The Extreme

Via Investment Research Dynamics “Today’s job numbers might be the biggest disaster I’ve ever seen reported. This Fall could get real ugly real fast. The deterioration of the participation rate is so big it makes me suspicious of earlier numbers.” – John Titus, producer of Best Evidence videos. Titus goes on to say, “”The Household Survey” is showing … Read more

Lavish Lifestyles & Taxpayer Funded Perks….. Finally Caught With Her Hand In The Cookie Jar!

https://www.youtube.com/watch?v=zxxr0T4qj3w   https://truthfeednews.com/busted-kamala-harris-caught-using-taxpayer-dollars-for-her-lavish-travels/ They should vet our politicians the same way they do when interviewing candidates for the supreme court and I bet 99% of them would be rejected. I have had enough of untouchable politicians such as the Clintons and hope President trump exposes their corruption. GS