Via @GregMannarino
Interest in “bear market” as per @Google Search Trends much higher than GFC-era @SoberLook pic.twitter.com/eZSwBviRLs
— Liz Ann Sonders (@LizAnnSonders) January 3, 2019
Systemic Risk is coming. https://t.co/59tmXKgBoM
— Paranoid Bull (@paranoidbull) January 2, 2019
What a difference a year makes (ISM Commentary) pic.twitter.com/U9rOUAjQYn
— Bespoke (@bespokeinvest) January 3, 2019
Manhattan real-estate had its worst year since the 2009 housing crash. Is it about to get worse? https://t.co/h00ODgEfIj pic.twitter.com/Zo4E403EXD
— Robert Frank (@robtfrank) January 3, 2019
The Fed never sees it coming.
Crude was $74+ & $SPX at 2900+ when this chatter came out.
3 months later: let's stop everything.
It's almost as if market price trajectory drives Fed policy. 🤔 pic.twitter.com/x4SmsNcSbH— Sven Henrich (@NorthmanTrader) January 3, 2019
If there is a recession in 2019, and the "normalized" NY Fed model pegs the odds at 40%, just remember…in economic downturns, the multiple bottoms between 10x and 12x and earnings get sliced 10%-20%. Do the math and it ain't a pretty picture. Feet on ground, my friends.
— David Rosenberg (@EconguyRosie) December 31, 2018
The die is cast on Fed QT, guaranteeing the long-overdue next stock bear. And the losses seen so far are just a small vanguard of what’s to come. @JulianMI2 pic.twitter.com/BL3qw9tDFl
— Andreas Cseh (@andreascseh) January 3, 2019