Credit market, stock markets, carry trades, blow up just on this little move….. pic.twitter.com/uslkej6c6e — M/1_LP (@MI_Investments) November 22, 2018 When credit initially starts contracting it leads to more credit contracting NOT LESS until there is sufficient free credit …
by jessefelder “To achieve superior investment results, you have to hold non-consensus views regarding value, and they have to be right. That’s not easy… The good news is that the prevalence of first level thinkers increases the returns available to …
https://www.youtube.com/watch?v=MY6FQCuwcfc On Episode 42 of the Stansberry’s Investors Marketcast, your hosts begin by recapping last week’s selloff. John talks Apple’s production cuts, and why it weighed on tech. Oil continues to fall, marking its sixth straight down week. John and …
The Heart of the Matter by John Hussman of Hussman Funds Let’s be clear. October’s market decline was a rather mild warning shot. At its lowest close, the S&P 500 lost -9.9% from its September peak, before rebounding in recent sessions. As I …
Is the world experiencing the kiss of death? pic.twitter.com/pZaxea64Cc — Alastair (@StockBoardAsset) November 20, 2018 When commodities AND stock markets are doing the same thing like this we have a MAJOR CREDIT PROBLEM GOING ON…liquidity will get much worse imo …
By Graham Summers via Gains, Pains & Capital Global growth is officially dead. The markets picked up on this first, with Copper, Lumber, Industrial Metals and other economically sensitive asset classes collapsing starting in May. Looking at those charts, it was easy to …
Markets have consistantly underestimated the degree of Fed tightening pic.twitter.com/Y0rU81ngIh — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) November 16, 2018 https://twitter.com/UPFINAcom/status/1063446868309487616 JNK warnings started way back in Nov ‘17 when it fell below its declining 200 day MA. An ugly week …
https://www.youtube.com/watch?v=dPtG7_i0gi0
via The Phoenix As I warned yesterday, the markets are entering “liquidation mode” Earlier this year it was Emerging Markets. Yesterday it was Oil. And very soon it will be US stocks. *** $SPX (weekly) 50sma – line in the sand …
via Pimco Financial media and investors have been focusing on the BBB segment of the U.S. investment grade (IG) corporate bond market this year. At $3.1 trillion in market capitalization (nearly quadrupled from a decade ago), BBBs constitute nearly half …
by Lance Roberts In this past weekend’s newsletter, I touched on the outcome of the mid-term elections and why it would likely not be as optimistic as the mainstream media was portraying it to be. To wit: “It is likely little …
by Troy Financial media’s favorite headline is “here’s why you should be worried”. Blind “worrying” and “concern” is good for their business because it drives pageviews and ad $$$. Certain markets around the world remain in a downtrend right now, …
Multiple contraction….not usually something that happens in bull markets so…..maybe….what if….could his be now a….. pic.twitter.com/HywyMrMB3a — M/1_LP (@MI_Investments) November 9, 2018 The S&P 500 $SPX has finally spent multiple days above the 200d moving avg after spending 13 days …
by Michael Lebowitz “The journey of a thousand miles begins with one step.” – Lao Tzu In a tiny first step on December 16, 2015, the Federal Reserve (Fed) did something they had not done in over nine years. From …
via JEFFREY KLEINTOP: Key Points Recent stock market behavior and our belief in heightened risk of a peak in the global economic cycle in the next 6-18 months, makes it a good time to consider what has happened to stocks in …
by Chris Here’s a fun Tweet: David Rosenberg @EconguyRosie Word to the wise. We have endured two 10% corrections in the same year for all three major averages. This has only happened in 1973, 1974, 1987, 2000, 2001, 2002 and …
by Michael Snyder On Tuesday night all of the speculation about the midterm elections will mercifully be over, and there is one potential outcome that is being called a “disaster” for the financial markets. Over the past couple of years, …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Hedge fund managers sit at the top of the financial world’s food chain. They’re generally seen as the smartest money managers, and their companies have the most flexibility to pursue new opportunities. The result is supposed …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter “Bloodbath” and similar technical terms crop up in the media. Sales of houses and condos in Greater Sydney, Australia’s largest housing market, plunged 16.7% in October compared to October last year, even as advertised listings surged …
by Richard Rosso Passive, In Reality Is Active, Sometimes RADIOactive. The ‘passive’ revolution we’re witnessing is to provide a portfolio solution which is based on the demand for the products, regardless of how expensive the products may be. To be …
by Lance Roberts “Brophy: I got it. I got it. I got it. [thump] Brophy: I ain’t got it.” – Mel Brooks, High Anxiety Arriving at Los Angeles International Airport, Dr. Richard Thorndyke has several odd encounters (such as a flasher impersonating a police officer, and a …
by Kimble Charting CLICK ON CHART TO ENLARGE Numerous global stocks indices peaked in January as they started creating a series of lower highs and lower lows. While a good deal of global stocks were heading south, major indices in the …
US EQUITY VOL EXPLODING pic.twitter.com/uhJrNfT0VO — Alastair (@StockBoardAsset) October 29, 2018 Quarterly View of MSCI ALL WORLD — Turning Point seems to be here, but I do not think the big crash is yet. There needs to be a "last …
by FS Andrew Zatlin at Moneyball Economics says two of the three engines of global economic growth are stalling with China, in particular, showing signs of panic borrowing. China Faltering While China has been the greatest contributor to global economic growth …
Is there any cause for concern that HALF of U.S. stocks are in a bear market? Or that doesn’t matter because this time is different? The stock market has been patiently waiting for Amazon and other mega corporations to report …
by ReadMurrayBookchin I compiled a list of some of the places where we could see the beginnings of a global financial crisis. I don’t know very much about developing markets so I’m sure there is much more out there. North …
by Macropod Why do I ask? When I visited China last month, I learned that an apartment in Beijing and Shanghai costs $10,000 USD per sq. ft. Yeah, whoah! Not only this, but the inflation rate is so high that …
It only just begun…and already "Markets in Turmoil" specials. You can't put a $20T plug under markets (supply & demand) and expect it won't have opposite effects removing it. We also have no idea how much QE was levered up …
Lots of news stories are being blamed for today's sell-off in stocks. The reality is the market likely would have sold off today even if none of those stories took place. Bear markets don't need excuses to fall, but investors …
