cycle
Sven Carlin: Apple Is A Strong Sell On High Valuation & Business Cycle Change
via Sven Carlin: Summary Most analysts see Apple as a hold or buy, I prefer to be a contrarian. Apple is priced for perfection but given its history, it is very unlikely it will keep growing linearly. A high valuation, high …
2022 is the end of big tech and the beginning of the 11 years commodity cycle from 2023 – 2033
https://claudiograss.ch/2023/01/2022-is-the-end-of-big-tech-and-the-beginning-of-the-11-years-commodity-cycle-from-2022-2033/ https://tntradiolive.podbean.com/e/claudio-grass-on-jerm-warfare-with-jeremy-nell-24-january-2023/
Soft landings have only occurred in the wake of a Fed tightening cycle when inflation was muted. 1966, 1985, 1995, and 2019.
Soft landings 🟩 have only occurred in the wake of a Fed tightening cycle when inflation was muted. 1966, 1985, 1995, and 2019. Things could be different for other reasons; I’ll believe it when I see it. So far #HOPE …
“We’re seeing delinquencies rise before the layoff cycle begins”
Also, why did Bernanke believe QE couldn’t commence without first getting to 0 in fed funds? @dampedspring — S. Boz (@marketrundown) October 25, 2022 https://twitter.com/WallStreetSilv/status/1584639330773274624 When US housing starts become housing stops… As we head toward an all but inevitable …
2022-2023 LAW SCHOOL ADMISSION CYCLE starts off with a whimper.
“So far, numbers in most categories are down with 142 of the 197 law schools experiencing a decrease in applications with some being down 30% or more at 43 law schools. . . . There are 41,910 applications (a 17.5% …
Doug Noland: the First Domino in the New Crisis of Confidence and New Cycle Dynamics
Guest post by Doug Noland from his blog, Credit Bubble Bulletin: It would have been a nonevent; inconsequential. Confirming New Cycle Dynamics, the Truss government’s “mini budget” has unleashed absolute mayhem. Pension funds blowing up. Emergency central bank rescue operations. …
This Cycle Of Retaliation Between The U.S. And Russia Will Ultimately Lead To Nuclear War
by Michael For the good of humanity, this has got to stop. The United States and Russia both keep raising the stakes, and if we keep repeating this cycle it will end with a nuclear war that could ultimately result …
With all of the late cycle indicators flashing red, this is still a very complacent environment
by BoatSurfer600 It’s clear now in hindsight with all of the late cycle indicators flashing red, that the pandemic was not a true bear market. It was merely the pullback prior to the final melt-up of the post-Lehman rally. A massive …
Jeremy Grantham’s Last WARNING: “The Super Bubble Is Breaking & The End Will be EPIC” the end of 100 year cycle is here now
Jeremy Grantham says that the bubble has finally started popping and explains how to prepare yourself. https://youtu.be/PbpzNJI55lg
Signs that the market cycle’s top and bottom have been reached:
Signs the top and bottom of the market cycle is reached: pic.twitter.com/ADO3n8hZSK — Compounding Quality (@QCompounding) August 8, 2022
The Brazilian Government permitted the killing of motor cycle riders who rob & kill citizens.
After the Brazilian government permitted the killing of motor cycle riders who rob & kill citizens – in order to put an end to this menace, this is what the citizens there are doing!!! When Law Enforcement do not do …
EU Energy Panic Cycle to Begin
by Martin Armstrong On August 1, the European Commission will begin to reduce its demand for gas with no alternative in place. Unsurprisingly, our computer states that a Panic Cycle will begin in August or September and go into Q1 of 2023. …
NSCC Alert! ETF PCF CYCLE EXPANSION.
by Dismal-Jellyfish This is the official notice of an upcoming change that will impact the frequency and timing of the ETF Portfolio Composition File (PCF) primary cycle. Once this enhancement is implemented, NSCC will no longer grant PCF extension requests! …
THE WEST – A VICIOUS CYCLE OF SELF-DESTRUCTION
By Egon von Greyerz “The first panacea of a mismanaged nation is inflation of the currency; the second is war. Both bring a temporary prosperity; both bring a permeant ruin. But both are the refuge of political and economic opportunists.” Ernest …
We may be entering the ‘down phase’ of the economic cycle
by Simon Black On June 29, 1914, Emperor Franz Joseph of Austria-Hungary sat quietly while his ‘experts’ debated what to do next. The Emperor’s son and heir, Archduke Franz Ferdinand, had just been assassinated the previous morning in Sarajevo. And there …
Hungary Raises Interest Rates for Fifth Time Within a Month
Now this is a rate hiking cycle Hungary Raises Interest Rates for Fifth Time Within a Month https://t.co/6HjEArl4Ri — The Long View (@HayekAndKeynes) February 24, 2022
The UK is ahead in the tightening cycle.
The UK is ahead in the tightening cycle. Look at the #yieldcurve to see how much room the Bank of England has left to tighten. The yield curve has flattened to just 21 basis points. A hike of 0.50% would …
The irony of economics is that inflation expectations are always highest at the end of the cycle… The similarities to 2008 keep piling up!
The irony of economics is that inflation expectations are always highest at the end of the cycle. But when the cycle ends they collapse along with asset values. You can play that game if you are fast. But if you …
Aaron Basile: When The Bull Market Will End – Cycle Analysis
Carnivore Trades, Released on 9/21/21 Become a Patron and receive exclusive swing trade alerts in real time, plus premium market commentary – https://www.patreon.com/carnivoretrades Weekend Analysis Videos Can Be Found at –https://www.youtube.com/channel/UC0iT… Follow Aaron Basile: Twitter: https://twitter.com/aaronbasile YouTube: https://www.youtube.com/user/aaronbasile/videos Website: https://aaronbasile.wordpress.com
This Boom-Bust Cycle in Home Ownership Should Give Home Shoppers Pause
Prices of many consumer items tend to be stable most of the time. But when a consumer item becomes an investment item, watch out! See how this is related to the housing market.
Asset Deflation, Food Inflation, Debt, and the End of a Cycle! How You Can Prepare
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 …
Benny Johnson: “This is the BEST GOP ad I have seen this cycle. Just perfect.”
https://twitter.com/bennyjohnson/status/1420758606652137481 In 2020, @BrianKempGA betrayed President Trump and failed to secure our elections, costing us two US Senate seats and likely the White House. Georgians deserve a fighter, not a coward. That's why I'm running for Governor. Help us win: …
Boring news cycle deals ‘40% traffic loss’ to partisan media…
In the months since former President Donald Trump left office, media companies’ readership numbers are plunging — and publishers that rely on partisan, ideological warfare have taken an especially big hit. Why it matters: Outlets most dependent on controversy to stir …
The Business Cycle Recovery Is Priced In
by UPFINA The business cycle is in its early innings of improvement. That sounds odd to people who follow the stock market more than the economy because stocks have been ramping since March 2020. The stock market once again correctly …
Maricopa deleted full election databases from the 2020 election cycle days before the election equipment was delivered to the audit. This is spoliation of evidence!
what are they hiding? Knowingly is a key word in criminal activity, at what point does the AZ attorney general get involved here? Most secure election in history. h/t Qplus17