Investment Watch Blog

“We are illiquid in rates. We are illiquid in equities. The size of the bid-ask is down near the levels of 3/2020.”—Mike Green @EmilKalinowski @JeffSnider_AIP @profplum99 Another GREAT show. — JacksonMonero (Farmer Jack) (@JackMonero) April 13, 2022 Chart of the United States MBA 30-Yr Mortgage Rate shows extraodinary tightening of credit availability in progress. FROM … Read more

by Chris Black These values are also embraced and promoted by the military, the media, Hollywood, higher education, public schools, Wall Street, K Street, both parties, and international finance. So when you see an establishment “journalist” say he is speaking truth to power it’s a lie. He speaks for power, in defense of power. He … Read more

by Chris Black Horrifying footage shows Israeli forces killing a 45 year-old unarmed Palestinian woman, mother of 6 children, in broad daylight. Facing no sanctions, no words of condemnation, and no war crimes allegations from the West, Israel keeps killing the Palestinian people with total impunity.] Facing no sanctions, no words of condemnation, and no … Read more

by Chris Black There’s a whole industry (modern journalism and the deplatforming activists) built around the concept of protecting the general public from even hearing alternative political ideas. They act like ideas (any ideas including ours) are viruses, and that even simple exposure to them will infect the public. It’s worth noting I’ve met few … Read more

by Chris Black But there are hordes of degenerate groomers, high on decadence, frothing to project their sickness onto helpless children in order to prey on them, sexually and ideologically. The mask is off. This is the line. Psaki issues threat to those protecting children from transgender nightmare "To be clear, every major medical association … Read more

by Chris Black Apparently, when invaders cross our borders, they’re not breaking laws. Instead, their invasion creates an extrajudicial situation where they are not subject to our laws, therefore they are above the law, and free to enter the country unimpeded. The only conflict between the parties is how and where the invaders are allowed … Read more

by Chris Black There is literally no avenue within the federal state, be it Congress or the Supreme Court that will ever pertain to the interests and concerns of the American people; they even admit that our means of contacting them (be it phone calls or franking) has little impact on their decisions overall. This … Read more

Here’s a breakdown for Mexico… Snip Full Breakdown of The Cost of Living in Mexico Expense U.S. $ Rent (furnished, two-bedroom home) $750 Electricity $30 Water $15 Gas $30 Household help (maid, three times a week) $135 Internet $20 Cellphone $10 Cable/Pay TV $35 Healthcare (IMSS for two people) $85 Transportation (car maintenance/public transport) $30 … Read more

There’s more to this chart than meets the eye. The first caveat is that in 2020 the fed changed the formula for how it calculates M1, which was updated to be more expansive in terms of what sources are included in the total, leading to an overnight jump of trillions of dollars that caused some … Read more

by Chris Black The dollar plus jump in gasoline remains even though oil has lost the entire “invasion premium”.  How can it be a Putin Price, if the war still goes on and oil isn’t above $120? The shipping nightmare continues unabated. Getting freight booked from Asia is virtually impossible. Looks like Christmas is gone … Read more

by Chris Black You think you live in democracy? The US is the single most corrupt country on Earth. Here, money is free speech and politicians are bought and paid for by the highest bidder. The primary dealer banks own the Fed, along with owning the government. Are you really that naive to believe the … Read more

by Chris Black Transitory, priced in, correction, fairly valued. Those things have no meaning in the new market. Transitory means the prices are here to stay. Priced in means that a stock will rally another 30% on news that was already known, when it actually happens. A correction doesn’t mean that the correct price is … Read more

by squaremild Yup, two years later and we’re still using “just two weeks” Seriously. Note the hyperlink section — “Politics”, not “Health” https://abcnews.go.com/Politics/cdc-extends-mask-mandate-planes-trains-weeks/story?id=84058598 When March 18’s expiration date for mask mandates came through it was extended by one month. Now that April 18th is approaching CDC extends that date to May 3rd. Two weeks to flatten … Read more

The west is turning communist. Do not comply. h/t throwaway79644  

The producer price index, which measures prices paid by wholesalers, rose 1.4% in March and 11.2% from a year ago, both records for data going back to 2010. Prices for final demand goods led with a 2.3% monthly rise, while services prices gained 0.9%. Wednesday’s release comes the day after the BLS reported the consumer … Read more

Frank James, 62, has been named as the suspect in Tuesday’s shooting in Brooklyn, New York  James remains at-large despite a multi-state hunt for him that also involves the FBI  He was known to the bureau and was on a terrorist watchlist after an incident in New Mexico in 2019  For weeks before yesterday’s shooting, … Read more