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Investor confidence in equities is nearing 2008 lows Aggregate HFs’ exposure to DM equity and DM govt bonds [Nomura estiamtes] pic.twitter.com/i8bFewHXCa — 𝕮𝖍𝖎 🛢️ (@chigrl) October 13, 2019
Weekly reminder that equities have been pricing in a pick up not a slowdown. Our leads have ISM lower for next 5-7 months….. t.co/S30hCxOQd6 — Teddy Vallee (@TeddyVallee) September 3, … Read more
by Martin Armstrong Normally, equity valuations reflect the present value of future cash flows that are primarily a function of current cash flows, growth expectations, and then the discount rate. … Read more
by David Robertson Stocks have an almost mythical aura about them for many investors. Conceptually, stocks tend to produce higher returns than many other asset classes and therefore feature prominently … Read more
While ISM Manufacturing looks ripe for another (material) drop next, cyclical equities don't care. Maybe as market participants seem to believe that Jerome Powell will save the equity momentum another … Read more
via @chigrl: Cumulative buying/selling of US equities, % Market Cap $ES_F $SPX
Global Fund Flow last month was dump equities, plow it all into money markets and bonds pic.twitter.com/FaPEsdPU5k — Alastair Williamson (@StockBoardAsset) June 4, 2019
from Zero Hedge When Deutsche Bank CEO Christian Sewing told Deutsche Bank shareholders at the bank’s annual general meeting this morning that he was prepared to make “tough cutbacks” at DB’s struggling investment … Read more
by visualcapitalist The desire to live longer — and outrun death — is ingrained in the human spirit. The first emperor of China, Qin Shi Huang, may have even drank mercury in his … Read more
WoW 😮China basically threw about 9% of GDP of total social financing at the economy in Q1 2019 😮 TSF rose 1690 in March after a massive Jan+Feb = ~9% … Read more
by XMoreRightX Pretty interesting look at how the current constituents of the S&P 500 have performed since the crash of ’09. -Oil stocks dominated the Bottom 25. -NVIDIA is the … Read more
via @OccupyWisdom : “Market sees nearly 50% chance of a Fed rate cut by the end of January 2020” This, for some reason is being interpreted as bullish. The last two collapses … Read more
via @TaviCosta: Long gold in CNY; short global equities. Remarkable how well this trade performed in all Chinese and global economic downturns of the last 40 years. In-depth analysis follows below: … Read more
pic.twitter.com/KmZDDBumGe — Alastair Williamson (@StockBoardAsset) March 15, 2019 US manufacturing is no longer defying China's gravitational pull. The next few months are going to be tough. pic.twitter.com/reDIdP13vE — Ian Shepherdson … Read more
by Jesse “It is no exaggeration to say that since the 1980s, much of the global financial sector has become criminalised, creating an industry culture that tolerates or even encourages … Read more
