https://twitter.com/NorthmanTrader/status/1458057666647953409 The HELOC ATM machine is back. pic.twitter.com/HKEFaY7k92 — SolidusMax (@SolidusMax) November 9, 2021 spicy https://t.co/8PWVRajif4 — IV (@iv_technicals) November 9, 2021 The most intoxicating feature of mania is buying into the fallacy that "fundamentals" created the paper gains in …
https://twitter.com/FinanceLancelot/status/1455083868999098374 Once Net Exports turn upward it's game over for stocks. Another chart showing spooky velocity and just how large the bubble is. Unloading those 100 ships off the coast + emptying the container yards would lead to a deflationary …
At a time when the stock market is currently at a poor level, asset management firms are trying to expand their own businesses and attract new investors to keep their positions. Asset management is the professional management of securities …
History will say the Fed was betting their asset levitation scheme would work. And in the process they became vested in their own super asset bubble. pic.twitter.com/ICg53y14DH — Mac10 (@SuburbanDrone) October 17, 2021
HONG KONG – Evergrande Group’s chief executive is holding talks in Hong Kong with investment banks and creditors over a possible restructuring and asset sales, two people said, as the Chinese developer battles against default on more than $300 billion …
Luke Gromen on Gold Palisades Radio Luke is concerned about the United States debt to GDP ratio. Once a certain threshold of debt is reached countries normally enter a period of stagnancy. Today, there is a binary aspect to Fed policies as …
BY JOHN RUBINO Not so long ago, companies that make recreational vehicles were great indicators of market tops. Since RVs were frequently the final pointless toy that people bought (after motorcycles, boats, and massive pickup trucks) in the debt orgy that …
Crypto assets are decentralized, which means they’re beyond the control and regulation of any central authority. This is good because it means no government can tell you what to do with your crypto assets. The paradox of cryptocurrencies is that …
By Tom Allen Is it possible to get both 6-figure tax deductions and asset protection? It is common for business owners who are late in their careers to start thinking about increasing their savings outside of their business, which makes …
Michael Pento with Patrick V. on Silver Bullion TV SBTV spoke with Michael Pento, founder of Pento Portfolio Strategies, about how the Fed’s Taper Tantrum specter will affect markets. If the last taper exercise could not raise rates beyond 2.5%, the Fed knows they …
by confoundedinterest17 Since the original model of The Federal Reserve was to purchase Treasuries and Agency MBS in an effort to push down interest rates, it will be quite difficult to delink the two: taper the balance sheet while not …
That's arguably a better way of saying things. I was looking at things from the Fed's point of view. They Fed openly promotes asset bubbles. Whatever "benefit" they see from that "accommodation" ends NO LATER than the moment they stop …
🌍 Perhaps an interesting trio of charts for asset allocators… pic.twitter.com/PY4lnwPslJ — Mikael Sarwe (@MikaelSarwe) August 17, 2021 Macro expectations vs. equity allocation 👇 Draw your own conclusion. Ht @MikaelSarwe (BofA) pic.twitter.com/5muXG046y5 — Michael A. Arouet (@MichaelAArouet) August 17, 2021 …
Lance Roberts from Real Investment Advice shares insight into deflation or inflation, the scenario of real deflation followed by helicopter money, UBI, weakest link today, why is debt a problem? Print forever? Portfolio structure, biggest long term concern for the …
Total Margin Debt:https://t.co/4yMXIe42H6 Bubble: $450 BillionGreat Recession: $400 BillionNow: $850 BillionThis is very much like the bubble in synthetic asset backed CDOS before The Great Financial Crisis. — Ben Rickert (@Ben__Rickert) July 8, 2021 2008 5x minimum. Look out below. …
https://twitter.com/NorthmanTrader/status/1412488101679845383 It's different this time. What we learn in science is cumulative.What we learn in finance and markets is cyclical. https://t.co/JU93TeoWrX — Jack (@JackPScott) July 5, 2021 "No risk" Spread compression in Junk Bonds show appetite for riskier assets, via …
In March of this year, the US Attorney in Los Angeles, California secured an indictment against a secure vault company, alleging the company was engaged in money laundering, drug trafficking, and hiding taxable assets. None of the company’s employees or …
by Lance Roberts Over the last couple of months, the Fed started its campaign to prepare markets for a “taper” of its asset purchases. Michael Lebowitz noted that Jerome Powell repeatedly affirmed the Fed “isn’t even thinking about thinking about tapering.” “As Chairman …
Authored by Michael Lebowitz via RealInvestmentAdvice.com, “Powell Says Fed Policies “Absolutely” Don’t Add To Inequality” – Bloomberg May 2020 The headline above is but one of countless times Fed Chairman Powell and his colleagues confidently said their policies do not …
by confoundedinterest17 Federal Reserve Bank of Dallas President Robert Kaplan repeated his call for policy makers to begin a discussion of slowing their asset purchases, a day after minutes of the Fed’s April meeting showed an increased interest in talking about …
https://twitter.com/NorthmanTrader/status/1386672704170991620 Commodity Momentum, initial stages of a new commodity bull market like the early 1970s, or does it represent the typical post-recession recovery roadmap? India caving in to COVID19 is already a big negative sign if we think they should …
Lyn Alden with Jason Burack on Wall St for Main St Jason Burack of Wall St for Main St interviewed returning guest, top young analyst and global macro all star, Lyn Alden. https://www.lynalden.com/ Follow Lyn on Twitter here: https://twitter.com/LynAldenContact Lyn has a free email …
New Post – Important – The Deal that Broke the Bank – It is time to Connect the Dots. What is with Risk Divergence between banks in the USA vs. Europe and Japan?https://t.co/R6YsBBQuIv via @BearTrapsReport pic.twitter.com/3qQNLrq5qL — Lawrence McDonald (@Convertbond) …
There's so much money sloshing around the system we've had to invent new asset classes (crypto, SPACs, art and music NFTs, meme stocks, sneakers, sports highlight videos, etc) to absorb it all. — John Arnold (@johnarnold) March 14, 2021 OK, …
by Charles Hugh-Smith Given that the economy is now totally and completely dependent on inflating asset bubbles, it makes no sense to invest for the long-term. Beneath the endlessly hyped expansion in gross domestic product (GDP) of the past two …
From Birch Gold Group This week, Your News to Know rounds up the latest news involving precious metals and the overall economy. Stories include: Gold has been second-best performing asset since 1999, a recession and debt crisis would be good for …
by Jesse Colombo A very dangerous fallacy has taken the world of economics by storm over the last several years: the idea that there is very little inflation in the U.S. economy, therefore interest rates should remain at unusually low …
by Frank Holmes, CEO, U.S. Global Investors Last week the world got its first look ever at a black hole, one of those cosmic bodies so supermassive and powerful that not even light can escape its pull. These things literally …
by howtoreadspaghetti If you’ve seen The Big Short, he’s one of the investors that was shorting the housing market before the crash of 2007-2008. His hedge fund has stood quiet for a long time and has recently released their …