We provide unfiltered news and market signals for people who have no time to search.
via businessinsider: 1. Shorting commodity companies that directly benefit from Chinese demand: BHP Billiton has been thriving on China’s iron ore demand over past few years. Around half of Brazil’s and Australia’s iro ore production have been shipped to China during the past year. Rio Tinto (RIO), Vale (VALE), Peabody Energy (BTU), Freeport-McMoran (FCX), Souther Copper Corp … Read more
by arthur450 I started my investment journey by buying into a moderately high fees UK fund (Fundsmith) in 2016. I’m almost at 50% gain after 2.5 years so I can’t complain… Then I got tired of paying the fees and thought that I could just copy their stock picks. Which I started doing in 2017. Then … Read more
by andthenisawtheblood In an Op-Ed from the Wall Street Journal (full text here, may have to open in Incognito), Warren argues: As recently as 1981, the Business Roundtable—which represents large U.S. companies—stated that corporations “have a responsibility, first of all, to make available to the public quality goods and services at fair prices, thereby earning a … Read more
The energy sector is starting to price in a global slowdown#OOTT pic.twitter.com/2t3oWGO2PO — Daniel Lacalle (@dlacalle_IA) August 16, 2018 The Emerging Market Sudden Stop: 1. Build massive fiscal and trade domestic imbalances because “we have margin”2. Mirage fades. Capital flights.3. Reserves deplete4. Central bank implements capital controls and sells US$. Reserves collapse5. Implosion6. Repeat We … Read more
“How stressed are emerging mkts vs developed mkts? The gap between implied FX vol for EM (surging) and G7 (still subdued) is extreme, only observed a couple other instances in the last 18yrs; How will it correct? Probably some combo of lower EM & higher G7 FX vol,” @rich_fran h/t @StockBoardAsset Turkey had $78b in FX … Read more
What do YOU think is the “best” city on earth, in your experience? Today there is so much inequality, so much poverty, and very little chance that this won’t continue to get worse. The root cause of this issue will never be resolved because the average person was never told and unless they start digging, … Read more
https://www.youtube.com/watch?v=nYvZdBBQWwA Jack Davis for the Western Journal reports, Corey Lewandowski left Sacha Baron Cohen flailing Sunday night as the comedian tried to get President Donald Trump’s former campaign manager to make a fool of himself. Read More/Source/Credit/FairUse: https://www.westernjournal.com/corey-…
Ad formats: Banner Ads Location: Bottom of right sidebar for sponsored links Top right sidebar for banner ads. The number of ads that is available at this time: 10 Cost – The rate is $500 for regular sites or $750/month for gambling related. A hyperlinked image (300×250) Rate is not negotiable. Adult content site not … Read more
by Chris Kimble Commodities are becoming a hot topic… and an important investing theme. With the US Dollar coming back to life, commodities have pulled back. And that pullback now has the “equal weight” complex in trouble. Below is a chart of the Thomson Reuters Equal Weight Commodity Index. The green shaded area represents a 20-year rising channel … Read more
https://www.youtube.com/watch?v=Ny4YENEa_B8 Cliff Notes: They are going to steal the mid-term with rigged voting machines and they don’t want us around questioning the result.
Josh Sigurdson talks with author and economic analyst John Sneisen as several Latin American currencies plummet! This is no surprise as all fiat currencies eventually revert to their true value of zero as they have since 1024 AD in China every single time. Still, it’s shocking a lot of people. We’ve recently reported on the … Read more
by Kimble Charting CLICK ON CHART TO ENLARGE Above compares the Pimco High Yield Fund (PHDAX) to the S&P 500 over the past 20-years. Junk bonds diverged from the S&P 500 for nearly 24-months, prior to stocks peaking in 2000. Junk bonds diverged from the S&P 500 for nearly 7-months, prior to stocks peaking in 2007. Junk bonds have been … Read more
The report says the US will be a net exporter of oil until at least 2049, never thought I’d see the day. https://www.eia.gov/outlooks/aeo/pdf/AEO2018.pdf The oil market has changed a lot over the past decade. Here, for example, is the latest data on U.S. imports and exports of crude oil and petroleum products, released by the Energy Information Administration at … Read more
by GoldSilver Join Mike Maloney as he analyzes the massive unintended consequences caused by the current foray into trade wars and tariffs. You can watch Mike’s previous warnings about these actions on this playlist.
Official US government statistics currently count only 12% of the able-bodied, unemployed adult workforce as “unemployed.” Been out of the workforce for over 6 months because you can’t find a job? Congratulations! You’re no longer “unemployed”! And oh yeah, we also totally screwed up our own rigged calculations for the past 7 years. https://www.bls.gov/bls/errata/jolts-errata-06122018.htm
by Doug Kass Peak Housing, Peak Autos, a Pivot in Monetary Policy Spell Peak Global GDP and an Economic Slowdown in late 2018 and in 2019 Watch the Fixed-Income Markets (and the flattening yield curve) That Are Providing the “Tell” that Slower Growth Lies Ahead The Buzz of Synchronized Global Growth Has Faded What Makes … Read more
“Hillary Clinton clearly got a pass by the FBI. We have the unfortunate situation where they then decided they were going to frame Donald Trump” concerning the Rigged Witch Hunt. JOE DIGENOVA, former U.S. Attorney. https://twitter.com/realDonaldTrump
Wolf Richter wolfstreet.com, http://www.amazon.com/author/wolfrichter Russia, Japan, and the Fed dumped, China hung in there…. But who bought? “Official” foreign investors – this would be central banks, governments, etc. – and private-sector foreign investors held $6.21 trillion of US Treasury Securities at the end of June, up by $61 billion from a year earlier, according to … Read more
by Michael Snyder We haven’t seen carnage like this in the global financial marketplace in quite some time. On Wednesday, U.S. stocks were down some, but things were much, much worse around the rest of the world. Global banking stocks are plunging, emerging market stocks are cratering, and emerging market currencies continue their stunning decline. This represents … Read more
From Frank Holmes at Frank Talk: Gold can’t seem to catch a break. The yellow metal normally acts as a safe haven in times of political and economic strife, but in the face of Turkey’s lira meltdown, investors have taken cover instead in the U.S. dollar. On Monday, the stronger greenback pushed gold to end below … Read more