by stockboardasset Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt back to MacroVoices. Erik and Lacy ask if the bond bear market has really started and what are the opposing views? They further discuss shorting high yield debt, junk credit …
https://twitter.com/OccupyWisdom/status/1000915119956688896 https://twitter.com/OccupyWisdom/status/1000588030405742593 https://twitter.com/OccupyWisdom/status/1000583006069907457 A Liquidity Crisis of Biblical Proportions Is Upon Us: https://t.co/BMAeAo28KP by @JohnFMauldin $LQD $HYG pic.twitter.com/Vu0TzJ731s — Jesse Colombo (@TheBubbleBubble) May 18, 2018 The proportion of global nonfinancial companies with junk ratings has surged by 58% since 2009, …
https://twitter.com/michaellebowitz/status/1000090431777136642 https://twitter.com/OccupyWisdom/status/999892622012440576 uh oh pic.twitter.com/yDAwWCz0QR — Alastair (@StockBoardAsset) May 25, 2018 pic.twitter.com/Pt0p50E4Lm — Alastair (@StockBoardAsset) May 25, 2018 don't look at this chart pic.twitter.com/e8sjKffqrh — Alastair (@StockBoardAsset) May 23, 2018 1-Month Libor… May 2009: 0.32% May 2010: 0.35% May 2011: …
via IRD Rising energy prices and collapsing emerging currencies are two developments that are not receiving much attention in the mainstream propaganda narrative. But either development which could end up “pulling the rug” out from underneath the markets. I pieced together …
Here is how the big companies are playing safe because they don’t risk anything since the stock price is actually detached from their real assets and profits, but you are risking your money in a purely Ponzi scheme. And here …
Sure they could bail out Deutsche Bank. But how? That’s the question. It’s basically as big as the entire world. “They’ll write off the debt!” What does that even mean?! I don’t think people understand what EXTREME RISK we are …
via The Phoenix To recap yesterday’s piece concerning the recent shift in Central Bank policy, from mid-2016 onward: 1) Central Banks engaging in emergency levels of QE at a time in which their respective economies were growing. 2) Inflation bottoming then …
by Gordon Long of GordonTLong Combining narration with flow charts, Gordon is able to explain not just what the market cycle are, but how market cycles are affecting not just the markets but also society. From the ultra long 200+ year cycles, to …
Rising borrowing costs are seen hitting both dollar and local debt. via Enda Curran and Lianting Tu Emerging-market companies and governments straining to deal with the rising cost of borrowing in dollars face increasing pressure as a record slew of bonds …
Join Jay Taylor and Michael Oliver as he gives his latest insights into stocks, bonds, gold and commodities based on his research from his momentum structural analysis.
pic.twitter.com/Rtdi6wxRSw — John P. Hussman, Ph.D. (@hussmanjp) May 21, 2018 Leveraged loan rush sees borrowers gain power – credit quality and lender protections disappear Two years ago Valeant was under investigation by the US Securities and Exchange Commission and investors were questioning …
via Jill Mislinski Let’s examine the numbers and study the relationship between margin debt and the market, using the S&P 500 as the surrogate for the latter. The first chart shows the two series in real terms — adjusted for inflation to …
https://www.youtube.com/watch?v=eVUyBR_MM6Y Comedian Lee Camp, in a special episode of his show Redacted Tonight, has discussed whether the stock market is actually a Ponzi scheme with author Tan Liu. Liu has written a book ‘The Ponzi Factor’ – “so dangerous that financial …
Link to research platform: https://sven-carlin-research-platform… Financial markets are rigged and the whole economy is fake Low interest rates have created a unique situation. Economies are fake because you don’t know what is real value or smoke. What to do might …
by Chris Vermeulen of The Technical Traders There is nothing more exciting to us than reading the price action of the charts to see what will happen in the future. It becomes even more exciting when we find something that everyone else seems …
by Martin Armstrong QUESTION: Mr. Armstrong; You said that the emerging markets are a huge problem that will lead to a Sovereign Debt Default. Can you elaborate on that statement? Thank you for your insight VU ANSWER: The emerging markets are in …
Who's Next In The Emerging Market Sudden Stop? Countries increased imbalances getting used to cheap and abundant inflows. Now the reversal is painful. pic.twitter.com/UZxnCSqVqu — Daniel Lacalle (@dlacalle_IA) May 18, 2018 do not read this pic.twitter.com/q02AIIpqI0 — Alastair (@StockBoardAsset) May …
by Doug Kass “Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one.” – Charles Mackay, Extraordinary Popular Delusions and The Madness …
BY SRSROCCO As the price of lumber reaches an all-time record high, investors better take this as another warning that the market is in a massive bubble. However, a large percentage of investors today are unable to spot bubbles because …
by portfolioperfection “Everyone agrees that it’s appropriate to divide the space of a portfolio between different asset classes,” i.e., dividing your portfolio between different asset classes (e.g., 60% stocks and 40% bonds). However, it remains controversial to divide the time of your portfolio between different …
via The Maven: Faith in central banks, to be blunt, is ridiculous. But then again, so is the belief the US dollar (or any other fiat currency) has any chance to succeed over the long term when every single fiat currency …
https://www.youtube.com/watch?v=s2xI8x3KlyA EWI’s analysts know the technical indicators which have proven their value over the years. One of these time-tested indicators is sending a warning that should be of interest to every investor.
This week we talk about how the Bond Market is losing its biggest customer in world history, central banks. Liquidity doesn’t exist today without central bank printing and intervention. Gluskin Sheff economist David Rosenberg says to prepare for inflation and …
by Jesse Colombo In my last U.S. stock market update in April, I showed that the major indices were still in a confirmed uptrend despite the volatility experienced in the first quarter of this year. Despite a large amount of seemingly …
Borrowers in the U.S. are defaulting on subprime auto loans at a higher rate than during the financial crisis, according to Fitch Ratings. Lenders are responding by pulling back on financing to applicants with shaky credit histories and requiring higher …
Guest post by thinkofanamefast Market profit margin ratios are around 10% vs perhaps 7% historically. Combined with PEs being high (although Birnyi associates has 17 for 1 year forward (not bad but a lot due to tax cuts, repatriation, and …
The Broken Record GPS is here yet again. We keep having the same issues happening in cycles. Do you think we are nearing another crisis? The sheer amount of debt that we have is unbelievable. It’s accumulating faster than it …
by Jeff Clark, Editor, Delta Report Editor’s Note: Regular readers know Bill’s warning: a bear market is overdue. Professional stock trader Jeff Clark agrees. But Jeff is actually looking forward to the bear market. He believes triple digit gains will be made …
