Sven Henrich: Ever feel like we live in the stupid age?

https://twitter.com/NorthmanTrader/status/1425522576655269895 https://twitter.com/RetirementRight/status/1425493088835817476 NY FED JULY UNDERLYING INFLATION GAUGE ROSE TO 3.73% YEAR-OVER-YEAR. — FinancialJuice (@financialjuice) August 11, 2021 https://twitter.com/RetirementRight/status/1425553131018985474  

Sven Henrich: The economy is not the stock market. Central banks are the stock market.

https://twitter.com/NorthmanTrader/status/1425142552836153349 Latest data showing daily economic surprises…. pic.twitter.com/Nr4EKyAgmo — CrossBorder Capital/ GLIndexes (@crossbordercap) August 10, 2021 *71 COUNTERPARTIES TAKE $998.7B AT FED'S FIXED-RATE REVERSE REPO — zerohedge (@zerohedge) August 10, 2021 Wow. Global equity inflows, rolling 40 weeks, passively allocated. …

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Sven Henrich: Sometimes I feel like I’m standing on the Titanic screaming “iceberg” while everyone keeps on dancing on the deck below.

https://twitter.com/NorthmanTrader/status/1412715882237792261 this is why #bonds are rallying… its not the tighter #Fed its the skidding #economy pic.twitter.com/MjGBCFfyhC — CrossBorder Capital/ GLIndexes (@crossbordercap) July 7, 2021 https://twitter.com/farrisbaba/status/1412561525177556997 https://twitter.com/NorthmanTrader/status/1412701463592288257 Risk Seeking High pic.twitter.com/rB1DGxhqYM — Win Smart, CFA (@WinfieldSmart) July 7, 2021 Retail …

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Sven Henrich: The Fed is printing like it’s 2008 with valuations north of 205% market cap to GDP while billionaires are celebrating launching themselves into space.

https://twitter.com/NorthmanTrader/status/1410871847130996740 https://twitter.com/NorthmanTrader/status/1410935142428852228 https://twitter.com/NorthmanTrader/status/1410940346851368964 There is no such thing as the stock market. Even in bubbly times like 2000 or today there are sectors/equities which are reasonably priced and will do well when the bubbles burst. Ht @johnauthers pic.twitter.com/gSU3QhNyAy — Michael …

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