Independent thinking for complex markets and current events
Almost nobody looks at this chart… but it’s one of my favorite ways to spot when a move may be running on fumes. This is a simple 60‑minute line chart of high yield vs SPY. I use it to track divergences between “smart money” (bonds) and “dumb money” (equities). The last major signal was at …
The conflict between Russia and Ukraine has taken a grim turn as international responses continue to diverge, with some nations increasing support for Ukraine while others display more caution in their actions. The deadly strike on a crowded supermarket in Kharkiv has resulted in 12 deaths, with 16 missing, highlighting the civilian toll of Russia’s …
#JustDarioDaily 🔔 JANET’S TOOTHLESS YELLING IN #CHINA 🙄🔔 TL;DR Not only Janet Yellen’s demands to #China this time around are the complete opposite of “capitalism”, but they also go against US people’s interests.. Link To The Article 👇🏻https://t.co/OtxPsVzCHO — JustDario 🏊♂️ (@DarioCpx) April 8, 2024 Just to give you an idea, these were the words …
Following the COVID era, we have entered a period of fiscal dominance among major developed economies. Hence, the escalating debt burden is already near historical levels and compounding at an alarming pace. — Otavio (Tavi) Costa (@TaviCosta) July 22, 2023 Quantitative tightening policies are the central banks' own version of an illusionary “debt ceiling”, a …
Recent stock market surge deviates from reality, with fund managers buying overvalued stocks to catch up, pushing the market higher. https://twitter.com/MFHoz/status/1674879653008359424 Look at NAIIM, they are fully invested now. — The Macro Pulse (@TheMacroPulse) June 30, 2023 Nine months down, and nine months up. And what a load of bull shit we've had to suffer …
