Investment Watch Blog

via G, P, & C Is the Bank of Japan Finally Losing Control? While we like to focus on the US Federal Reserve (the Fed) because it controls the global reserve currency (the US dollar) and therefore is the most important Central Bank in the world… the fact is that it is Japan’s Central Bank, … Read more

The second-half borrowing estimate of US$769 billion is the highest since US$1.1 trillion in July-December 2008 via scmp The Treasury Department predicted the US government’s borrowing needs in the second half of this year will jump to the most since the financial crisis a decade ago as the nation’s fiscal health deteriorates – despite a … Read more

via Sue Chang John Hussman, president of Hussman Investment Trust, describes himself as an economist, a philanthropist, and a “realist optimist often viewed as a prophet of doom” on his Twitter profile. That last bit may be the one investors care about on Monday as the stock market shows signs of unraveling on the back of … Read more

he posted this with the first few words. https://twitter.com/realdonaldtrump/status/1009536237881847808 Much better to post the entire Schumer lecture before the shutdown   h/t Trwway2

Wolf Richter wolfstreet.com, http://www.amazon.com/author/wolfrichter Historic spike in Seattle. Sharp increases in other metros. New York condos fall. Homes prices in the US surged 6.4% in May compared to May a year ago (not seasonally-adjusted), and 1.1% from April, according to the S&P CoreLogic Case-Shiller National Home Price Index, released this morning. The index is now … Read more

I totally forgot to mention it but the “bankers predicting” refers to a report I’ve showed you here for before. It was either a chart from Morgan Stanley or BOAML. They suspect that everything will reverse by the end of 2019. Do you expect that the QT policy of the Fed to negatively impact the … Read more

by David Haggith While glowing presidential proclamations about US GDP growth last week did nothing to prevent the stock market from rushing headlong over the cusps of a FAANG stock ledge, the market is taking a breather today. So, let’s take a breather and go back and look at why that GDP report had no bite. … Read more

by visualcapitalist The interplay between technology and work has always been a hot topic. While technology has typically created more jobs than it has destroyed on a historical basis, this context rarely stops people from believing that things are “different” this time around. In this case, it’s the potential impact of artificial intelligence (AI) that is being hotly … Read more

by howmuch People have been moving away from the countryside and into urban areas for several decades. Many economists believe this trend will only continue, making cities the engines of economic growth for the foreseeable future. But this begs the question: how much does it cost to move to a city, and can you afford it? The … Read more

https://www.youtube.com/watch?v=s70BoJeBcWc Jim Hoft for the Gateway Pundit reports, A recent study by the leftist website VICE News found that Twitter is censoring top pro-Trump lawmakers. Read More/Source/Credit/FairUse: https://www.thegatewaypundit.com/2018…

by Michael Snyder  If the U.S. economy is really doing so well, then why is homelessness rising so rapidly?  As the gap between the rich and the poor continues to increase, the middle class is steadily eroding.  In fact, I recently gave my readers 15 signs that the middle class in America is being systematically destroyed.  More Americans are … Read more

by Thinker President Barack Obama made many promises while campaigning for office in 2008 and 2012, but very seem to actually be top priorities for the commander in chief. From closing the Guantanamo Bay detention facility to increasing government transparency, a wide range of issues the president promised to address have been ignored, with some … Read more

via confoundedinterest: (Bloomberg) — Short-end U.S. rates have been buoyed by a tightening of Federal Reserve policy and an increase in issuance, and the U.S. Treasury on Monday sold $51 billion of three-month bills at 2 percent, the highest rate for an auction of the tenor since June 2008. Three-month bills in the secondary market already cracked 2 percent earlier … Read more

By Bob Shanahan   Cover image from Drudge Report     We now have less than 100 days left until the November 2018 midterm elections. While the economy hums along at its highest growth rate since 2014 and taxpayers have more money in their pockets, the liberal mainstream media is clinging to the notion that … Read more

by Chris Black Watch liberal heads explode! President Trump has stated the obvious on Tuesday, just as Paul Manafort trial saw its first day in court: Collusion is not a crime. Indeed, that’s what normal people were saying since like, I don’t know, 2016? Even if the alleged Russian collusion  (whatever that means) conspiracy theory … Read more

by Thinker New York Times publisher A.G. Sulzberger says he is worried about threats against journalists, even as his publication has all but ignored more than 500 attacks against President Trump and his supporters. After meeting with the president this month, Sulzberger released a five-paragraph statement about the weekend meeting: I told the president directly … Read more

h/t @HayekAndKeynes Twitter down 27% in past 2 trading days, worst two-day decline since it went public in Nov 2013. $TWTR pic.twitter.com/pMLdr2d4xz — Charlie Bilello (@charliebilello) July 31, 2018 Peak Tech? peak-tech-mp4 Bet this number won't make the headlines… but it should!Find it here first.Chartmas 2018.August 1.$TSLA #Chartmas2018 pic.twitter.com/MaDKfj2hhs — TC (@TESLAcharts) July 29, 2018 Cramer … Read more