#recession … #Tech #Bubble 2.0 edition#ARK #ARKinvest $ARKK 📉 t.co/fAsGbR80cL
— Invariant Perspective (@InvariantPersp1) March 26, 2021
#recession … #Fed Pushing on a String edition t.co/AEbTgSzyGi
— Invariant Perspective (@InvariantPersp1) March 26, 2021
#recession … #GFC2 US #Housing #Bubble 2.0 edition#RealEstate 📉 t.co/3syICJca3X
— Invariant Perspective (@InvariantPersp1) March 26, 2021
#recession … #StockMarket #Bubble edition
When's the next #FireSale? 🔥🔥🔥 t.co/pLr5FsuN6l
— Invariant Perspective (@InvariantPersp1) March 27, 2021
#recession … #Global $USD #Liquidity #Squeeze edition
Even #FX carry trades that don't involve the US #Dollar are exposed to $USD shortage risk (widening US #Treasury basis): pic.twitter.com/gMtde9H9Yi
— Invariant Perspective (@InvariantPersp1) March 26, 2021
#recession … #Global $USD #Liquidity #Squeeze edition
The record US #dollar short is starting to unwind… #ShortSqueeze $DXY 📈 t.co/GuCKhR7CRg
— Invariant Perspective (@InvariantPersp1) March 26, 2021
#recession … #StockMarket #Bubble edition
Looks like $100 was the high water mark earlier this week… now less than half that. #Viacom $VIAC 📉 t.co/93c8f4HXnV pic.twitter.com/BqXQpDkJ7E
— Invariant Perspective (@InvariantPersp1) March 26, 2021
#recession … #Fed/#Treasury Pushing on a String edition t.co/sKPbvEmwtu
— Invariant Perspective (@InvariantPersp1) March 26, 2021
#recession … #Global $USD #Liquidity #Squeeze edition#Commodities 📉 t.co/0kCVCQJNzL
— Invariant Perspective (@InvariantPersp1) March 28, 2021
Bill Hwang, a former hedge fund manager who’d pleaded guilty to insider trading, is at the center of one of the greatest margin calls of all time. Credit Suisse & Nomura have warned of large losses after a fire sale of about $20bn of Chinese and US stocks. t.co/UO04pTjQ4p pic.twitter.com/6OXfm6N3M2
— Holger Zschaepitz (@Schuldensuehner) March 29, 2021
Some signs the retail euphoria is fading…. pic.twitter.com/ka63HoZnWq
— The Long View 🍥 (@HayekAndKeynes) March 29, 2021
Bitcoin funds continue seeing outflows. Where are they parking that cash? pic.twitter.com/8nfoXBUzp3
— Gianluca (@Theimmigrant84) March 29, 2021
The Archegos fallout is a direct consequence of massive monetary expansion, with financial repression leading investors to take more risk for lower returns on the belief that central banks will support markets at any cost.
This is not a coincidence. pic.twitter.com/q4UxWHf6Dj
— Daniel Lacalle (@dlacalle_IA) March 29, 2021
US equities are trading on a 1.9X market cap/GDP ratio, easily the most expensive levels on record.
More importantly, only 3 times in the last 70 years have valuations been ≥0.2X above trend.
-January 2000
-June 2007
-January 2021Today’s 0.29X ties 2000 extremes. pic.twitter.com/ssPsu6qSAU
— Julien Bittel, CFA (@BittelJulien) March 29, 2021
Ah that CONTAGION word again…
World trade impacted by Suez blockage ✔
The US implementing sanctions and embargoes to many countries – an act of war ✔
China openly defying said sanctions and effectively implementing the Petro Yuan ✔
The United States in utter internal and external disarray ✔
The US markets at All Time High ✔
US short sellers eviscerated due to blatant fraud ✔
US FED tapped out and out of ammo ✔
China is the supplier of 80% of global goods ✔
China overtakes the US in STEM graduates where engineers actually produce tangible goods (high tech drones, QuantumComputers) ✔
The most we can produce here is MyPillow and Bombas socks ✔
The price of paper silver continues to drop despite the largest demand in history (fraud) ✔
The US parasitic class not recognizing the above and continuing to do more of the same ✔
The US Media Propaganda Apperatus lying, diverting, and deflecting the truth ✔
What can possibly go wrong ??
h/t LimitDown69r