#Peakearnings + decelerating growth. If GOP loses the House, no Tax Cut 2.0 possible =may not be already -> see -5% budget cuts yesterday – does it also remove infrastructure, too? Rising interest rates, peak earnings and spiraling debt and pundits can't find a bear market thesis pic.twitter.com/Hzlq5NhlN9
— M/I_Investments (@MI_Investments) October 18, 2018
A sharp slowdown is expected in earnings over the next few quarters as modeled by Barclays & consensus estimates. Same dynamics with regards to US #GDP growth which may have already peaked. pic.twitter.com/NA2GP1NJtW
— Taylor-Swift Yield Spread (@TayTayLLP) October 18, 2018
DECEMBER SOON
đđđđđ pic.twitter.com/c0UTES9OLf
— OW (@OccupyWisdom) October 17, 2018
Here's the dividend yield of the S&P 500 (blue) along with the yield on the one-month Treasury (black). We've gone from very bizarre to something like normal. pic.twitter.com/VmCi3xbo8b
— Eddy Elfenbein (@EddyElfenbein) October 17, 2018
IMF Issues Dire Warning â âGreat Depressionâ Ahead?
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