A hub for independent voices and hard truths
by Simian_Stacker The vulnerable ones go first, and then it spreads. ” Mr Lincoln said “all industries are represented” but the failure rate was particularly concentrated in start-ups and tech companies. ” Warning issued that 75% of all ASX-listed companies …
“Chinese stocks rebounded on Monday morning after Beijing unveiled a raft of measures meant to halt their nearly monthlong slide. But the rally proved to be short-lived as foreign investors used it as an opportunity to unload $1.1 billion of …
We're looking for a hard reversal on the daily for Tech this week. And then pull the plug on this final festival of idiots. Let history sort them out. pic.twitter.com/gIM5I7b2qh — Mac10 (@SuburbanDrone) August 23, 2023 Another blowout for Nvidia. …
via Reuters LONDON, Aug 17 (Reuters – Hedge fund EDL Capital is betting on further falls for China’s offshore currency and says the yuan’s slide could be the next “black swan event” to rattle world markets, according to an investor …
Real yields break things up here, at 185bps, the highest since Lehman. pic.twitter.com/7od1pAtJLB — Lawrence McDonald (@Convertbond) August 15, 2023 Yes for sure. Bond markets understand that, on top of the continued large deficit spending, interest expense on the debt …
Explainer-How much worse can China’s economic slowdown get? HONG KONG (Reuters) – China’s economic activity data for July, including retail sales, industrial output and investment failed to match expectations, fuelling concern over a deeper, longer-lasting slowdown in growth. THE DEMISE …
By Graham Summers, MBA Nothing has changed in the U.S. in the last month. The primary framework for investing in the U.S. is as follows: 1) The stock market is bubbling up due to: a. There being too much liquidity …
Energy stocks are only 5% away from recent highs. If historical correlations matter, it is hard to believe oil won't follow the same path. That alone would imply a 48% return from its current levels. As a crucial contributor to …
Blackrock Exits US Markets to Avoid Corporate Debt Bubble due to Black Swan event on the Horizon
Just when you thought the debt ceiling issues were over, the government is ready to shutdown on Oct 2, 2023. This is the exact same day markets fell apart in 2008 & would absolutely trigger the same panic (see the …
Italy intentionally causing a banking crisis? 🤨 "Italy surprises markets with the announcement of a 40% 'windfall' tax on banks" pic.twitter.com/HGycE4y8ud — Financelot (@FinanceLancelot) August 8, 2023 ⚠️ 𝗜𝗧𝗔𝗟𝗜𝗔𝗡 𝗕𝗔𝗡𝗞𝗦 𝗚𝗘𝗧𝗧𝗜𝗡𝗚 𝗣𝗨𝗠𝗠𝗘𝗟𝗟𝗘𝗗 Full Story → https://t.co/XK4Cljl110 An index of euro …
I will reserve judgement on today's strong open until we see the close. Because that's what happens in bear markets – strong opens, weak closes. What we saw all last week. But really, what could go wrong? pic.twitter.com/PnEtb0MYXR — Mac10 …
Assets in money market funds have hit a record $5.5 trillion. With yields above 5%, this trend should continue. pic.twitter.com/gpRrtgBjoL — Charlie Bilello (@charliebilello) August 3, 2023 Bear Stearns Collapse March 16, 2008Lehman Brothers Collapse September 15, 2008 Silicon Valley …
BY DAVID HAGGITH The stock market is still purging some of its recent insanity this morning, but the real action has been in bonds. Fitch may have gotten everyone’s attention with its downgrade of US credit, but it has already …
https://twitter.com/NorthmanTrader/status/1685201566196748289 https://twitter.com/NorthmanTrader/status/1685637032415043585 “Why the Federal Reserve has made everything more expensive to make things less expensive” actual title of article by NBC, they to on to call this “A little bit of science and a little bit of art” Clownworld …
by DAVID HAGGITH Each nation’s GDP is helping take the other nation’s GDP down, and the crash in commercial real-estate is being joined by residential real-estate. Even as the US economy came in looking surprisingly resilient with GDP growth at …
The economic news is getting really bad but markets are still rising. The brief final stage of the market cycle.pic.twitter.com/55ZY4MGgPy https://t.co/rX8hxr3YI3 — Financelot (@FinanceLancelot) July 25, 2023 The overwhelming temptation of every financial pundit is to lure sheeple into a …
Anyone remember LTCM? We're facing 100 LTCMs at the same time. BOJ policy divergence from the rest of the world is a disaster waiting to happen. It doesn't matter whether they "tweak" policy next week. In global RISK OFF, the …
CRE Dominos Fall: Starwood Defaults On $212.4 Million Atlanta Office Tower https://t.co/UsEj7FkpyP — zerohedge (@zerohedge) July 19, 2023 https://twitter.com/NorthmanTrader/status/1681383187375693824
markets / auctions are great at getting people to tell (their version of) the truth a game theorist might call it the 'revelation principle' aka games where players are directly paid to reveal their private information (their truth)https://t.co/yBD1tvQXnf pic.twitter.com/JxY4FvHWiE — …
Billionaires and corporate execs have dumped $9 billion worth of stock this year amid the market’s latest rally So looks like we are back here again. Repeat of end of 2021. When CEOs dump massively, we should be asking why. …
Via SchiffGold.com, June continued a stock market rally that produced big gains through the first half of the year. But what exactly is driving this rally and is it really justified by the economic fundamentals? Peter breaks it down in …
Tight monetary policy has significantly deteriorated the housing market % of houses featuring price cuts reached record levels in 2022 Even though the % has reduced since, it's still historically very elevated pic.twitter.com/lnrApBVay0 — Bravos Research (@bravosresearch) June 29, 2023 …
“Reality is financial conditions are the loosest since April 2022. Unlike Volcker or previous Fed Chairs he never even raised rates above core inflation.” https://twitter.com/NorthmanTrader/status/1674381311681740803 h/t Simian_Stacker
https://twitter.com/NorthmanTrader/status/1672222859572150272
by bitkogan Hey there, friends! A few commentators on my posts have reacted with skepticism, even mirth, towards my somewhat cautious stance on today’s market. Sure, the market has rallied impressively since last October – the S&P500 has risen over …
by confoundedinterest17 Fed’s Powell to double down of hawish rate message. Or banks and consumers can expect no sugar tonight. Expect a hawkish Fed Chairman Jerome Powell to double down on the Fed’s commitment to vanquish inflation at his semiannual testimony …
via mobilemarketingreads: Gannett, the largest news publisher in the United States, announced on Tuesday that it has filed a lawsuit against tech giant Google and its parent company Alphabet, alleging that they monopolize advertising technology (ad-tech) markets. The media company …
by Simian_Stacker pic.twitter.com/mMlY5N4k2S — The Punisher (of Wall ST) (@GregCrennan) June 14, 2023 It's official! The S&P 500's (SP500) longest bear market since the 1940s has come to an end. The benchmark index closed up 0.6% to 4,294 on Thursday, …
