since Archives - Page 9 of 21 - Investment Watch Blog

Goldman: Dealers are short index gamma for the first time since March 2020… Sentiment changing, put buying at 5 year highs on Friday

January 23, 2022 11:30 pm

#Options #OptionsTrading #Gammahttps://t.co/ISJxOAbLgf — Invariant Perspective (@InvariantPersp1) January 24, 2022 $spx margin debt 👀👀👇👇 pic.twitter.com/CQcPKd9mAz — Álvaro Oviedo (@alvoviedo) January 23, 2022 https://twitter.com/burningplat/status/1485416659007463425 MORGAN STANLEY: “.. attention should now turn to .. slowing growth .. good for fighting inflation but …

The spurious global economic boom since 2009 is largely based on bubbles like this. It’s happening virtually everywhere at this point.

January 22, 2022 7:43 pm

The spurious global economic boom since 2009 is largely based on bubbles like this. It's happening virtually everywhere at this point. Asset bubbles create a wealth effect, lending and construction booms, and new jobs. Unfortunately, it's a mirage.https://t.co/bjgRqXy42t — Jesse …

Bidenflation: Highest Since 1984… Scalise: ‘Grading on Curve, Biden an F’

January 21, 2022 10:10 am

Factory activity in the Philadelphia area rebounded as demand strengthened in January after a sharp slowdown in the previous month, according to a survey from the Federal Reserve Bank of Philadelphia released Thursday. Inflationary expectations of manufacturers, however, jumped to …

UK has highest inflation since 1992 at 5.2%. Rates still at 0.25%. Is CPI under reported in the UK also?

January 19, 2022 6:26 pm

https://twitter.com/WallStreetSilv/status/1483809961784270848

Germany’s 10-year Bond Yield Rises Above 0% For First Time Since May 2019; U.K. Inflation Surprises With Jump to Highest in 30 Years. Wage Hikes Zeroed by Inflation

January 21, 2022 7:51 amJanuary 19, 2022 10:08 am

https://twitter.com/PriapusIQ/status/1483697971728429060 https://twitter.com/WifeyAlpha/status/1483777562002214912 UK Wage Hikes Zeroed by Inflation Inflation has nullified increases to wages in Britain last year, with workers experiencing a decline in pay in real terms in November, the Office for National Statistics (ONS) revealed on Tuesday. The …

Bulls are 100% confident this time will be different since it’s the first year in the past decade without a Fed safety net.

January 17, 2022 9:49 pm

The Nasdaq has imploded at the beginning of the year 3 out of the past 4 years. The only outlier was 2019 when the market imploded in December 2018. Bulls are 100% confident this time will be different since it's …

Price Inflation Is At The Highest Level Since 1982: What Will The Fed Do?

January 13, 2022 10:10 pm

by Ryan McMaken of Mises Institute According to new data released Wednesday by the Bureau of Labor Statistics, price inflation in December rose again to a new multi-decade high, rising to the highest level recorded in nearly forty years. According to the Consumer Price Index (CPI) for December, …

Mortgage Rates in the U.S. Soar to the Highest Since March 2020 (3.45% Nominal Rate, -3.59% REAL Rate)

January 13, 2022 5:07 pm

by confoundedinterest17 Mortgage rates in the U.S. rose for a third straight week, reaching the highest point in almost two years. The average for a 30-year loan was 3.45%, up from 3.22% last week and the highest since March 2020, Freddie Mac …

Since Twitter is censoring this quote from Pfizer’s CEO

January 13, 2022 10:31 am

Official Source & Timestamped = https://youtu.be/lhMbKyDq9\_w?t=97 h/t ProjecTrunkx

Biggest energy inflows since the lehman crash… Chinese Tech stocks were first to give back their pandemic gains. Biotechs are next?

January 12, 2022 8:12 pm

biggest energy inflows since the lehman crash pic.twitter.com/bkdkBoN9yj — zerohedge (@zerohedge) January 12, 2022 For those who love low prices, you're going to LOVE this. Chinese Tech stocks were first to give back their pandemic gains. Biotechs (below) are next. …

Coldest air in years coming to USA… NY and Boston face coldest temperatures since 2019: More than 15M are under wind chill alerts as East Coast temperatures dip 45 below zero

January 11, 2022 10:42 am

A strong cold front is coming through the eastern US and is expected to bring -45 degree weather this week, the coldest in three years About 15 million people were already under wind chill advisories in the Midwest on Sunday, …

Expected likelihood of working for Americans aged 62 and older has tanked since pandemic erupted

January 11, 2022 10:26 am

Expected likelihood of working for Americans aged 62 and older has tanked since pandemic erupted@SoberLook ⁦@DeutscheBank ⁦@NewYorkFed⁩ ⁦@HaverAnalytics⁩ pic.twitter.com/vgYepGxHSa — Liz Ann Sonders (@LizAnnSonders) January 11, 2022

Is ARKK A Dog? ARRK Innovation ETF Down 46% Since Fed 12 (BARKK?)

January 7, 2022 9:13 pm

by confoundedinterest17 Is Cathie Wood’s flagship fund a dog? Maybe she should rename it BARKK. ARRK Innovation ETF is down 46% since Feb 12, 2021. And this year? Same ETF, same dog. The ARK universe should be renamed the BARK …

1, 2, 3, and 5 year Treasury yields close at their highest levels since the start of the pandemic. The rate hikes are coming.

January 5, 2022 10:37 pm

The market is now pricing in a >67% probability of the 1st Fed rate hike occurring in March. A month ago that probability was at 27%. pic.twitter.com/gSdiVgGbFh — Charlie Bilello (@charliebilello) January 6, 2022 pic.twitter.com/FyGD2vwFFi — Alastair (@StockBoardAsset) January 6, …

California: Snowiest December Ever Recorded in Sierras (since 1878)

January 3, 2022 5:36 pm

One last inch fell over the last 24 hours. The record for our #snowiest December on record at the lab is now 214" (544 cm). Also, to those that noticed, our website was down this morning, but it has since …

Since January 2020 the US has printed nearly 80% of all US dollars in existence. $4.0192 Trillion at the start of 2020, October 2021 $20.0831 Trillion

December 16, 2021 10:08 pm

by max_wikstrom https://fred.stlouisfed.org/series/M1SL

Bond Traders Stare at Worst Real Returns Since Paul Volcker Era Thanks To Inflation (The Fed’s Famous Chili!)

December 13, 2021 3:37 pm

by confoundedinterest17 Inflation-adjusted return of Treasuries fell to lowest since the 1980s. For bond investors, this is their version of Kevin’s Famous Chili from The Office! Or The Fed’s Famous Chili! (Bloomberg) — Treasury investors are losing more money than they have in …

US Unit Labor Costs SOAR 9.60% QoQ As Labor Productivity DECLINES 5.20% QoQ (Worst Since 1960)

December 7, 2021 2:16 pm

by confoundedinterest17 If this what the Biden Administration had in mind? Soaring labor costs at the same time that labor productivity is falling to its lowest level since 1960? Powell and the Gang’s monetary approach doesn’t seem to be working for …

We Haven’t Seen Anything Like This Since 1920’s

December 4, 2021 8:23 am

VIX blowing past $30 for the first time since March. Hope everyone is buckled up! ‘The ugliest reversals I’ve ever seen’…

December 2, 2021 4:09 pmDecember 1, 2021 9:07 pm

That was one of the ugliest reversals I've ever seen. pic.twitter.com/DevtZpk8j9 — Mac10 (@SuburbanDrone) December 1, 2021 #recession … #StockMarket #Bubble edition Looks like China is leading the USA again… 📉 https://t.co/glCxGvwcym — Invariant Perspective (@InvariantPersp1) December 1, 2021 #recession …

Since WSJ and Barron’s wrote articles on now being the best time to invest in small caps, the Russell Index has lost 200 pts

November 30, 2021 10:28 am

November 12th: https://www.wsj.com/articles/inflation-bets-give-a-boost-to-small-cap-stocks-11636885800 “Inflation Bets Give a Boost to Small-Cap Stocks Smaller companies can manage inflationary pressures more quickly than larger ones, say investors who are seeking refuge from price increases” November 12th: Barrons https://www.barrons.com/articles/cheap-small-company-stocks-51636763053 Small-Cap Stocks Are in Line to Be …

At the very end of a hyperinflation a currency is dropping -50% per DAY. The Turkish Lira right now is down -37% since 10 weeks ago..

November 24, 2021 1:17 pm

by mark000 Ergodan needs to “See The Light” within the next 5 market days or things are going to hell over there………and then it is “contagion time”. If the Lira hits 16.7 (currently 13.0 right now) it will be -50% …

[Contagion] Kaisa still on halt since November 4th, 2021.

November 23, 2021 9:25 pm

by laflammaster

Beaver Moon: Partial lunar eclipse, longest since nearly 600 years ago, to occur during next full moon

November 14, 2021 10:02 pm

The longest partial lunar eclipse in centuries is set to coincide with next week’s full moon, in an hourslong event that will be visible across North America and many other parts of the world. The Beaver Moon is expected to …

US consumer prices soared 6.2% over past 12 months, the most since 1990. Gold and silver breaking out

November 10, 2021 9:34 am

JUST IN 🚨 US consumer prices soared 6.2% over past 12 months, the most since 1990. — Insider Paper (@TheInsiderPaper) November 10, 2021 #Gold BreakOut? pic.twitter.com/UxnhibZIl4 — Er (@argentofisico) November 10, 2021 #Silver – break out??!! pic.twitter.com/IPgLVPcQ0q — julianadey (@julianadey1) …

Global trade grinding to a halt at a rate not seen since 2008. Probably nothing…

November 9, 2021 9:43 pm

h/t KunEdmt

Financial complacency is the greatest since the 2007 top…. When this turns, it will be violent

November 4, 2021 10:38 pmNovember 4, 2021 10:33 am

Financial complacency is the greatest since the 2007 top. What was the 3 year pre-pandemic high for the Rydex ratio is the low of 2021. History will say that at the cycle low Millennials were protesting Wall Street. At the …

School board recalls up 3x since 2021, 4x since 2019.

November 4, 2021 10:08 am

Ballotpedia reported that more than 84 school board recalls have occurred this year against at least 215 members. That’s nearly three times the amount of school board recalls that occurred in 2020 and four times the amount of school board recalls …

American Airlines has canceled over 1,200 flights since Friday, blamed on staffing problems, high winds. Southwest 1,500 delays since Friday

October 30, 2021 9:53 pm

American Airlines has canceled more than 1,000 flights since Friday, disruptions it blamed on staffing problems and high winds at its busiest hub. On Saturday, American canceled nearly 460 flights, or 17% of its mainline schedule, according to flight-tracking site …

Take a look at this chart of tesla since 2020 to now…. absolutely insanity… never seen such a bubble before in my opinion.

October 25, 2021 10:31 pm

by 7LyLa Intel makes 10 fold these guys and isn’t worth a fraction at what tesla is valued at 1 trillion… truly interesting times that is for sure lol