WATCH JPM. Last Kiss Goodbye?
WATCH JPM. Last Kiss Goodbye? I believe perhaps the most important chart going into next week is JPM. https://twitter.com/KimbleCharting/status/1251643183647334407 Why is JPM so important? Because as massive as the Fed
Insights to Help Craft Your Legacy
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
Helicopter Money For Wall Street
https://wolfstreet.com/2020/03/29/corruption-in-the-time-of-coronavirus-fed-treasury-corporate/ https://wolfstreet.com/2020/03/26/helicopter-money-for-wall-street-federal-reserve-assets-balance-sheet/ The link above shows the extreme and extensive measures taken by the Fed this week, and the extraordinary acceleration in the Fed balance sheet. There’s much more to
Q4 2019 Review. 3 levels of Crisis.
https://www.bloomberg.com/news/articles/2019-12-18/stanley-druckenmiller-is-embracing-risk-again-just-timidly?mc_cid=ae838a4f94&mc_eid=d27ddc011b If there is a better long term record by an investment manager than that of Stan Druckenmiller then I’d like to see it. So we are fortunate whenever we
Central Banks Are Committing To Intervention, As Earnings And GDP Growth Continue To Decline.
Central Banks Are Committing To Intervention, As Earnings And GDP Growth Continue To Decline. “Monetary policy can no longer be the main engine of economic growth, and other policy drivers
Q3 2019 Review: Growth Down Interventions Up.
Q3 2019 Review: Growth Down Interventions Up. I believe that on examining the post 2008 economic data, and comparing this recovery with past recoveries, the constant theme is Growth down
Pay attention to precious metals
Pay attention to precious metals “If you don’t own gold…there is no sensible reason other than you don’t know history or you don’t know the economics of it…“ Ray Dalio,
Q2 2019 Review. Can stock prices save economies? What Is Full Cycle Investing?
https://e-markets.nordea.com/#!/article/49828/week-ahead-all-about-that-fed I believe the relationship between data and the S&P 500 has been unprecedented in 2019. Looking at the chart above you see 2 very significant divergences in this relationship
Intervention Dystopia, Risk Illiteracy, Investment Priority Confusion
https://www.zerohedge.com/news/2019-06-05/disconnect-between-economy-stocks-record-highs The disconnect between global data and stocks has never been wider. I believe there is a simple explanation. In my opinion record amounts of dystopian interventions, both in the
Jenga. Intentional Instability, Buybacks, Unicorns, and Zombies.
Building a tower with blocks of wood can only go so far. It seems to work well in the beginning but at some point you know that every block you
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