The Market Is Disconnected From Everything

By Lance Roberts The market is disconnected from everything. Throughout history, there are correlations you would expect to hold constant between the market, consumer confidence, and the economy. Currently, after a decade of zero interest rate policy, massive amounts of …

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Guys, everything is fine. Nothing to see here.

by laflammaster Some news in @ReliableSources: Senior White House and admin officials have been holding briefings with major newsrooms over past week as they try to reshape economic coverage. https://t.co/s3tNP28Lae pic.twitter.com/REvVzLKlXv — Oliver Darcy (@oliverdarcy) December 7, 2021 “Reshape” Propaganda …

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They really try hard to make it look like everything is fine…

https://twitter.com/WallStreetSilv/status/1459326376419414019 #recession … #Tech #Bubble 2.0 edition https://t.co/cb0BtR3H6h pic.twitter.com/abxEZx7EXY — Invariant Perspective (@InvariantPersp1) November 13, 2021 #recession … #GFC2 US #Consumer edition https://t.co/gqHPZqbahY — Invariant Perspective (@InvariantPersp1) November 13, 2021 This is bullish Europe sales vs new orders pic.twitter.com/l4wkqDO2qs — …

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We Are in Inning Nine of the Everything Bubble

by Chris Black The feeling everywhere is like 1999. Yet, the real economy is crashing through the floor. The supply chain disruptions are going to decimate workers and consumers throughout next year.  A $200 million company in my market isn’t …

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Everything they tell you is a lie

https://twitter.com/libsoftiktok/status/1456324803321815050 *TREASURY DEPT: BUILD BACK BETTER WILL REDUCE DEFICITS pic.twitter.com/mmiB5wL1UC — zerohedge (@zerohedge) November 4, 2021 https://twitter.com/NorthmanTrader/status/1456311318760370183 George Soros among 18 billionaires to get stimulus checks during COVID https://t.co/EaHFLVNHca — Liberty Street News (@LbrtyStreetNews) November 4, 2021

Take a good look all around. EVERYTHING is slowly becoming unhinged or disconnected from normality. The first domino has been pushed.

https://twitter.com/PuffDragon11/status/1448014888568115200 Valuations are coming down. The forward P/E has already compressed by three points (from 23x to 20x), and more is likely on the way. pic.twitter.com/V6iYeOBPv0 — Jurrien Timmer (@TimmerFidelity) October 12, 2021 Home Sales are Falling Apart As Appraisals …

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