#recession … #Tech #Bubble 2.0 edition

#recession … #Tech #Bubble 2.0 edition t.co/4X6vHpixTo — Invariant Perspective (@InvariantPersp1) August 3, 2020 I don't like analogs because every market event from catalysts to responses. However, throughout history, outcomes

Activision Earnings Edition

by veryhighthinker Activision ($ATVI) is releasing their quarterly earnings on August 4th (8/4). They’re up about 30% from their pre-Covid highs, and are currently valued around 10x annual revenue. They

Fed Pushing on a String edition

#recession … #Fed Pushing on a String edition Now most companies are imitating Berkshire Hathaway and hoarding cash… get ready for #deflation! 📉 t.co/ZhiZBeq8sB — Invariant Perspective (@InvariantPersp1) June 23,

How Pension Funds Die, CalPERS Edition

BY JOHN RUBINO Say you’re running a big pension fund that – according to the politicians who are handing out ultra-generous benefits to public sector employee voters – has to generate 7% returns

Stock Market Crash 2020 edition

#recession … #StockMarketCrash2020 edition#SPX #SPX500 $SPY #DJIA #NASDAQ100 $QQQ #Earnings 📉 t.co/I6BnWOesri — Invariant Perspective (@InvariantPersp1) April 11, 2020 The global economy is already contracting, and is losing steam faster