Hedge Fund Manager: ‘The US stock market is the most overvalued to fundamentals in its history. It’s poised to melt down quickly on the catalyst of China’s Ponzi credit implosion.’

Don't fight the Fed. The US stock market is the most overvalued to fundamentals in its history. It's poised to melt down quickly on the catalyst of China's Ponzi credit implosion. We are selling FAAMG and buying cheap gold stocks, …

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Big US Stocks’ Q1 Fundamentals

by Adam Hamilton of Zeal LLC The red-hot US stock markets continue to power inexorably higher, fueling extraordinary complacency and euphoria.  With stocks riding an extreme deluge of Fed money printing, selloffs are minor and far between.  But are these seemingly-perpetual gains to …

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Monetization Trumps Fundamentals

via Econimica  When I’m wrong, it’s best to just admit it. I thought the market would be tanking soon into another ’00 or ’09 like collapse based on what I anticipated banks would be doing with their excess reserves. I believed …

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