Investment Watch Blog

Active pattern for rainfall and flash flooding continues on the East Coast early this week. Latest forecast [7 AM Monday] from @NWSWPC has a MODERATE RISK (level 3 of 4) in parts of the Mid Atlantic on each of the next three days. https://twitter.com/AlexJLamers/status/1021361763827290112 Some area will see 5 to 7 inches today! https://amp.usatoday.com/amp/817844002?__twitter_impression=true Rare … Read more

https://www.youtube.com/watch?v=w4_0BFL-Upg

by Lance Roberts Back in February, I discussed some of the early indications of what we were seeing following the passage of “tax cut” bill last December. To wit: “The same is true for the myth that tax cuts lead to higher wages. Again, as with economic growth, there is no evidence that cutting taxes increases wage … Read more

by John Ward Twenty days is a long time once the looters get to work The page capture above is from the Slogpost of July 2nd last. It ends as always with the words ‘I intend to wait a little longer before buying some bullion, but I will be in big time at some point this … Read more

by Martin Armstrong The Trump Revolution has clearly now spread to the Democrats. People do not understand that the Trump Revolution isNOT about a particular philosophy. It is about just throwing those in power out. The year 1933 was the same thing. That year saw the extreme-right elect Hitler, the left elect Franklin Roosevelt, and the extreme-left put Mao … Read more

by Chris Black If you’re reading the alternative media (also known as the real media) constantly, you’re probably aware of the fact that world’s tech giants are currently engaged in an unprecedented campaign of censoring free speech on their platforms. The whole thing about censoring dissenting views is as old as internet, and even older, … Read more

by stockboardasset The robot uprising is right on schedule as a new report by Inverse suggests that Boston Dynamics’ terrifying robot dogs will launch into series production by the second half of 2019, producing more than 1,000 of its compact SpotMini models annually. SpotMini is Boston Dynamics’ quadrupedal robotic dog. If you have watched the dystopian sci-fi series Black … Read more

by howmuch Most people think getting into the upper middle class is straightforward: go to school, study technology, and get a job somewhere in the tech sector. But is it really that simple? We did some research and discovered that there are plenty of great high-paying gigs out there, but there are also several positions with … Read more

by Chris Vermeulen of The Technical Traders Over the past 4+ months, we’ve been working away trying to keep our readers aware of the risks and concerns that were originating out of some foreign markets and how that might relate to the US markets.  We remember a point in time back in June or July 2017 when we, … Read more

by DCG Seems to be a lot of rats in Chiraq… Another city run by progressives that is turning into a sh*thole. From Fox News: New York is apparently no longer the big cheese. The Second City has been dubbed the “rat capital” of Americaaccording to apartment search service RentHop, which said Chicago had the highest amount of … Read more

by Thinker How can men and women be in front of the whole world representing some of the top security agencies in the world and lie under oath. How can one be a leader if he/she is a liar? Is this the protocol for U.S. government agencies, for the workers to follow the lead of … Read more

via Slope of Hope During the past year, or so, U.S. 2-Year Treasury Yields have shot up sharply, in comparison with 10-Year Yields, as shown on the following weekly price comparison chart and percentage comparison chart. The next (longer-term) percentage comparison chart shows the weakness that ensued in the SPX when the 2-YT crossed below the 10-YT. The following (short-term) percentage comparison chart shows that the 10-YT gained more this past week than … Read more

via Elena Popina and Lu Wang Rarely does a day go by in the U.S. stock market without someone decrying its addiction to gains in the FANG bloc of tech megacaps. Now, in the middle of earnings season, their support has gone missing, and the result has been something less than a catastrophe. Not that it was a banner week. The … Read more

#ChinaSlowing Updated with data for June 2018. – China Money Supply M1 YoY 18M lag (orange) – China 10 Year Govt Bond Yield (light blue/green) – $CNYUSD #CNYUSD (blue) – LME Copper Grade A USD per Metric Tonne (pink) Hello Monday! China reports its first current account deficit in the last 25 years… China 🇨🇳 … Read more

EXETER’S PYRAMID Learn this concept before postulating about monetary policy or history. #Gold will always be the base of stability, regardless of all the fantasy piled upon it. US #DEBT VERSUS #GOLD IN $USD 2000-2018 gold/debt has a 88% monthly correlation Gold would need to be ~$2,000 per ounce for the correlation to continue 200 … Read more

#TradeWars > rising #interestrates & price #inflation Rising #energy & #commodity costs > price inflation #QT & rate hikes > slower growth h/t @OccupyWisdom

At roughly 9 times sales, the FANG stocks have never been so expensive heading into earnings season https://www.bloomberg.com/news/articles/2018-07-20/wish-granted-this-is-what-the-market-looks-like-without-fangs h/t @jessefelder   Chart via @niboce