Financial topics

[John]

http://www.zealllc.com/2013/spxtopval2.htm

Damn!!!! This is one of the few relatively mainstream guys who
know what's going on and don't believe that history began this morning.

[Higgenbotham]

http://online.wsj.com/mdc/public/page/2 ... =inert-wsj

With yesterday's big runup on stocks to a near record high, also came 103 new 52 week lows. It's interesting to go through the list - real estate, muni bonds, energy. A few sample names:

Annaly Capital Management (NLY)
Armour Residential REIT (ARR)
BlackRock Muni Intermediate Duration Fund (MUI)

[aedens]

I was noting the condition of nymt also and the one year Stochastic. Limitless prosperity or limit less instability as noted. I considered already the expires the 13th or so the time to decide on a few sectors. I left the oil complex links as a marker to consider going forward. As Dilbert noted loosely opinion is not a master of the topic since we know opinion is grounded pre existing conditions as they say. The problem is not what Keynes wrote, but how it has been perverted (sic) for expropriations. That covers myopic opinions today on the Dunbar effect and Whitehall study. As we know the free cash flow will be sucked out with 0 care since energy poverty and food security issues are real as they fabian retreads already spew 2017 things will pick up as it was conveyed on the washington circuit presstitute channels over the holiday. GD is clear on transitional phases and the consumer decides. Looking at the dimmcrats party since by the late 1850s, the Democratic Party was split and to this day never recovered. Try to listen to a eastern liberal dimmcrat and a fly over dimmcrat consider effective change as the actual problem wipes out the remaining free cash flow is amazing as the left coast idiots well we will have to sign and see what is in it the law. You cannot make this stuff up with prosaic who choke on there own avarice. I think the quants are looking for excuses as much as hft replaces over 65000 missing factories as three of seven are robots to the rising feudal construct of cargo cults. If the data reflects reality the ration is new jobs are 1:6 as one full time to six part time as they dither on shiny baubles on a web site.

As Franklin noted you have three choices and science wishes to impose one at all costs. ... as Dunbar conveys there is a cognitive limit to the number of individuals with whom any one person can maintain stable relationships, that this limit is a direct function of relative neocortex size, and that this in turn limits group size ... the limit imposed by neocortical processing capacity is simply on the number of individuals with whom a stable inter-personal relationship can be maintained.

Just another way to say the bell curve applies to co-morbidity and dual diagnosis.

[Higgenbotham]

http://www.safehaven.com/article/30019/ ... -31st-2013

I believe we have this signal as of Friday. Does anyone know?

Looks like Tyler is on it as usual.

http://www.zerohedge.com/news/2013-12-0 ... en-spotted

The interesting thing about this one is it came on a strong up day. 103 new lows Friday in spite of the rise caught my attention as being kind of strange.

[aedens]

Washington is now the DSM-IV-TR to diagnose all realitys and they truly feel entitled to whatever they can take and covet.
T is correct also and our early forecast still applies until march since free cash flow will unhinge the dimmcrat parade
to the fabian induced wasting process of intent. As in Judges so it is again.....

In the parable of the sower, Saint Luke has left us these words of the Lord about the "good soil": "These are the ones who when they hear the word, hold it fast in an honest and good heart, and bear fruit with patient endurance"

As we are warned and known here very well - In our country (the former U.S.S.R.) the lie has become not just a moral category,
but a pillar of the State. Aleksandr Solzhenitsyn


The Economist says to expect the annual Edelman Trust Barometer in January to show that Americans’ trust in business continues to recover from post-financial crisis lows, while trust in government remains far lower.

[Higgenbotham]

Hindenburg Omens and 10 Year US Treasury Rates

First group triggered at 2.1
Second group triggered at 2.6
Third omen triggered at 2.9

10 YEAR TREASURY.gif (25.67 KiB) Viewed 4032 times

[Higgenbotham]

I could see how 1600 on the S&P 500 could be justified with the 10 year US Treasury paying 1.6% - maybe. But I'm really not sure how 1800 on the S&P 500 can be justified with the 10 year US Treasury paying 2.9%.

Judging from the chart, Vince may be right about the 3.5%. Or maybe it will happen on a move over 3%. Another possibility is the economy isn't strong enough to take 3% and everything collapses as rates go back down for awhile. But in any case this might be an inflection point. I'm going to review McHugh's list of clusters to get an idea of how things went down in 2007/8.

Date of first Hindenburg Omen Signal 6/13/2007
# of Signals In Cluster 8
DJIA Subsequent % Decline 7.1%
Time Until Decline Bottomed 64 days

Date of first Hindenburg Omen Signal 10/16/2007
# of Signals In Cluster 9
DJIA Subsequent % Decline 16.3%
Time Until Decline Bottomed 99 days

Date of first Hindenburg Omen Signal 6/6/2008
# of Signals In Cluster 6
DJIA Subsequent % Decline 47.3%
Time Until Decline Bottomed 276 days

Also, this is from some information I got from McHugh earlier in the week: "Stocks fell on light volume Monday, December 2nd. We came close to seeing a new Hindenburg Observation Monday, but did not get one."

2007 Hindenburg Omens marked in red

2007.gif (75.06 KiB) Viewed 4025 times

[aedens]

Year end house keeping also H will mask the current malady of the Consumer in the "choices" of food or ACA payments
not bearing the true drain of hidden taxes also we are aware of locally ar we conveyed the rate of change and subsequent
property foreclosures that peaked here and Met D a wasting land as the classed get annihilated also now.

Keynes commented on the effect and rentier class euthanasia we noted to be blunt the inflation theft cycle.
That maybe is a confirmation of it H. The status of statis as we observed the wringing of the towel
from the repressionary policy since again the actors will defer culpability since democides are
simply put as enclaves to be modified.

Annual liquidation rate of savers. No accidents
They already knew from 1983 the CCI program policy framework existed and before also.
As we noted early and correctly here the LSE of the replacement announced recently.

“social silences”

thread: http://www.irs.gov/taxtopics/tc409.html
You may use the Capital Loss Carryover Worksheet found in either Publication 550, Investment Income and Expenses.
http://www.irs.gov/publications/p550/index.html


“If the rate of change on the outside exceeds the rate of change on the inside, the end is near.”
Jack Welch

For those who survived the last decade it was never easy and never fair since they ignored some
and looted the few who tried. When policy was measured as apology it had some merit and those
who turn the other cheek the Master already knows. All men are equal at the base of his cross. For those who
said bring it they forgot a few already left it there. Quo Bono

[gerald]

Nothing to see just move along -- 12/07/2013 Highest Radiation Level Ever, Lethal In 20 Minutes, Recorded Outside Fukushima Reactor
http://www.zerohedge.com/news/2013-12-0 ... ma-reactor

Sushi any one?

[aedens]

The pride of there disciplined culture or else change has destroyed them plain and simple.
I still cannot fathom how a management group on non Engineers was left in charge
and still is as they are and the competent members relentlessly ignored just as we are here
with are 104 time bombs of cultural stupidity of sectarian funded experts.
I was looking at the numbers if we went to led lighting 19 percent or close generation
would be unneeded. That almost covers all the nukes here and Americans are also plain dumb asses just as the rest
of them are over there. Point is 0bama has to yap that its ok to have blades spin for generations as Japan turns
into a proverbial permanent waste land about birds getting killed which is a effect already know. Sapient beings have not moved up
but down overall as the sociopaths and psychopaths run the planet to its linear destiny already written many see.
We all have seen this bullshit since the wheel was invented but calculate in mills the probable event horizon
of the damage radius when it goes to hell.

Impossible to print the word that fits the realitys. http://www.reuters.com/article/2013/12/ ... sinessNews