This thing is going lower than March
— BLACK SWAN – Those who fail to plan, plan to fail! (@RetirementRight) November 16, 2020
Cash levels almost back to recent low. $SPX pic.twitter.com/tQHuXD32g2
— Teddy Vallee (@TeddyVallee) November 17, 2020
Nearly 20% of the U.S.’s largest publicly-traded companies are now considered zombies, meaning they don't earn enough to cover their interest expense. And they’ve added almost $1 trillion of debt to their books since the onset of the pandemic. https://t.co/lx7W0vCJmA
— Lisa Abramowicz (@lisaabramowicz1) November 17, 2020
RESIDENTIAL DELINQUENCY pic.twitter.com/sRutlx3Wun
— Win Smart, CFA (@WinfieldSmart) November 6, 2020
States with highest hospitalization rates per million…
1) South Dakota: 633
2) North Dakota: 525
3) Nebraska: 472
4) Iowa: 441
5) Illinois: 440
6) Montana: 424
7) Missouri: 411
8) Indiana: 411
9) Wisconsin: 391
10) Nevada: 376 pic.twitter.com/0vuZMX3mVe— Charlie Bilello (@charliebilello) November 17, 2020
The equity markets can ignore it for a while, but I just saw a refinancing in Manhattan, in the financial district, that was done at $450 a square foot & the previous transaction was $750 a square foot. This is going to be hard to ignore.
– Paraphrasing Chanos on CRE @RealVision pic.twitter.com/fDTLCsVw96
— Rudy Havenstein, 95% effective. (@RudyHavenstein) November 17, 2020
#recession … #GFC2 China #manufacturing editionhttps://t.co/jCTc3uC2Wo pic.twitter.com/15JAt2tRzO
— Invariant Perspective (@InvariantPersp1) November 16, 2020