by Dave Kranzler of Investment Research Dynamics Someone or some entity – likely a hedge fund – bought 4500 September $35-strike puts on XHB on Thursday last week when XHB was trading just above $39. That’s a $225,000 speculative bet that the XHB …
Wall St. For Main St., Released on 5/20/18 Jason Burack of Wall St for Main St interviewed returning guest, former successful software entrepreneur, hedge fund manager and host of the popular Macro Voices https://www.macrovoices.com/ podcast for financial professionals & sophisticated investors, Erik …
by Dave Kranzler of Investment Research Dynamics Other people’s money is always more fun to play with recklessly than your own. As such there’s been a quiet escalation in number of private capital pools offering mortgage (and auto) financing to subprime quality borrowers. …
by andthenisawtheblood Article link. Full Text: From his home office in Charlotte, one of the most successful investors in higher education plies his trade in blissful obscurity. Bill Abt employs no stable of hotshot bond traders. He doesn’t dabble in …
by Dave Kranzler of Investment Research Dynamics Tesla bank creditors have forced the Company to add its Fremont manufacturing factory to the pool of assets which secure Tesla’s $1.8 billion credit facility. The cover story is that the banks “suggested” that Tesla add the …
by Dave Kranzler of Investment Research Dynamics I strongly believe that labeling the condition of the stock market based on arbitrary “percentage changes” up or down is absurd. But then again most attributes of the current stock market are sublimely ridiculous, if not …
By Dave Kranzler of Investment Research Dynamics …Only this time around they are sponsored by the U.S. Government and guaranteed explicitly by the Taxpayers. I say “explicitly” because Government agency-issued mortgages are directly guaranteed. In 2008, the Government bailed out the banks who …
by Simon Black A few weeks ago, we shared a note about Tesla from the hedge fund Vilas Capital Management. The firm, which is short the shares, said “Tesla is going to crash in the next 3-6 months.” I received an update from …
From Birch Gold Group This week, Your News to Know rounds up the latest top stories involving the gold market and the overall economy. Stories include: Gold prices will shine as equity rally fades, gold is taking back its crown from bitcoin, and …
by Dave Kranzler of Investment Research Dynamics A subscriber from Canada emailed me last night about the Canadian housing market: “Toronto and Vancouver sales down 40% and 30% YoY respectively. Prices are still up in Vancouver but down 14% in Toronto. I don’t …
by Dave Kranzler of Investment Research Dynamics Overstock’s attempt to capitalize on “blockchain mania” appears to have fallen flat. The SEC is investigating it ICO fund-raising scheme and a class-action lawsuit has been filed in connection with the deal. OSTK finally announced today …
by Dave Kranzler of Investment Research Dynamics The inevitable is finally starting to unfold. The downgrade to triple-C by Moody’s came as a surprise, at least to me. Historically Moody’s has been the last to downgrade collapsing companies. The most famous was its …
by Dave Kranzler of Investment Research Dynamics The stock market is is more overvalued now than at any time in U.S. history. Sure, permabulls can cherry pick certain metrics that might make valuations appear to be reasonable. But these metrics rely on historical …
by Dave Kranzler of Investment Research Dynamics Should this surprise anyone? An interesting study by a Phd candidate at the University of Chicago is being released which shows a statistically high incidence in taxi trips between the NY Fed and big NY banks …
by Dave Kranzler of Investment Research Dynamics Dr. Paul Craig Roberts sent me an article by Catherine Austin Fitts and asked if I had read it. The article is titled, “The State of America’s Pension Funds.” The article is worth reading, though I believe Ms. …
From Birch Gold Group This week, Your News to Know rounds up the latest stories involving gold and the overall economy. Stories include: Money manager sees gold reaching $1,500 by year’s end, gold vs. bitcoin comparison is overdone, and why a new Japanese …
Watch the videos Why this market is ‘nuts,’ according to one CIO from CNBC. Equity markets are not looking healthy and are reminiscent of the period leading up to the global financial crash of 2008, one investment manager told …
by Dave Kranzler of Investment Research Dynamics Why Even Pretend There’s A Debt Ceiling Limit? The current “debt ceiling” has been suspended until March 2019. The current amount of Treasury debt outstanding is $20.681 trillion. It has been estimated that the amount of …
Hillary Clinton’s former campaign manager Patty Solis Doyle openly trashed Hillary Clinton for allowing a young woman on her staff to be sexually harassed by a long-time Clinton confidant and campaign employee, and for refusing to allow Solis Doyle to …
by Dave Kranzler via Investment Research Dynamics Housing Market Supply And Demand: Just The Facts “Housing – people are insane if they think housing isn’t going to get crushed with rising rates. As you outline often, it’s already happening in ( NY, Den, …
by Dave Kranzler of Investment Research Dynamics I experienced a real eye-opener this past week. The lease on my fiance’s Audi A3 terminates soon. I was scanning the “pre-owned” inventory at the two largest Audi dealers in Denver expecting to see some good …
by Umar Farooq Ray Dalio, founder, Bridgewater Associates, explains why the 1930s hold clues to what lies ahead for the economy. Ray Dalio is a macro investor whose fortune was built on a supernatural ability to spot big macro trends. …
by Simon Black There are lots of famous investors and hedge fund managers who are legendary stock-pickers. Warren Buffet is a great example. Others are hard-core quantitative analysts who build complex trading algorithms. Ray Dalio, the billionaire founder of Bridgewater Associates, …
Ted Cruz is another of the many sold out parasite monetary carnal road feeders trapped in the stagnant prison grid full of scripted fat bloated false malicious work beings surrounding the mountain of the goat: — Meet Chad C. Sweet, …