Financial topics

[aeden]

https://www.zerohedge.com/news/2019-03- ... 0-cds-soar

thread: amos ankara

[Higgenbotham]

All recent posts aside, these are my big picture items indicating a bear market is possible:

Primarily:

Decline in birth rates similar to what preceded 1929 and 1966 tops.
FAGIX VUSTX ratio indicates lack of confidence similar to 2007 onset of stock market decline.

During and after the last crisis, there was a lot of discussion about liquidity versus solvency. Based on the number of zombie companies and poor corporate credit, this crisis is going to be about solvency. While this isn't measurable and comparable as far as pinpointing the approximate place for a stock market top, as the items quoted above are, it definitely is another big picture item to take into consideration.

And these items are all things the Fed can't control. They can control liquidity, but not birthrates, credit spreads, or solvency.

[Tom Mazanec]

Just like eve of Great Recession, unsold goods overflowing US warehouses:
http://theeconomiccollapseblog.com/arch ... ning-again
Semiconductor giant slashes growth projection 50%:
https://www.zerohedge.com/news/2019-03- ... outlook-50
What lies below Fed capitulation:
https://www.zerohedge.com/news/2019-03- ... pitulation
German bond yields tumble:
https://www.zerohedge.com/news/2019-03- ... -continues
Dangerous complacency:
https://www.zerohedge.com/news/2019-03- ... ncy-itself
Bond market panicing?
https://www.zerohedge.com/news/2019-03- ... icky-moves
Stocks, futures, interest rates down:
https://www.zerohedge.com/news/2019-03- ... ume-plunge

I think the economy is where the Crisis will erupt first.

[aeden]

https://tradingeconomics.com/united-sta ... e-of-trade
https://www.askbrokers.com/news/market- ... -the-radar
https://www.zerohedge.com/news/2019-03- ... 0-cds-soar

https://themarketear.com/posts/cXYTEJqmBb/image
BBVA is full of Turkish longs. BBVA under performing the European Bank index.

Then they say to hell with them who had no plan.

The company is a constituent of the IBEX 35 and Euro Stoxx 50 stock market index.

The rim jobs went eu as they sold bonds hair cuts to merkel and got halved again.
ankara frankfurt and lisbon think the public have rights as the socialist fx suicide cults train all run on time... fascinating...


thread: ankara, amos, 2018

[aeden]

https://etfdb.com/news/2019/03/26/globa ... g-up-gold/

EXIV is a short-term inverse volatility fund that tracks the opposite of EVIX's percentage moves

[Higgenbotham]

There are many forces at work causing the retail apocalypse, but it really boils down to the fact that the rents are WAY too high. There are very few businesses which can profit at the levels they're at. There was a situation in SF where an owner was renting a small store space on a month to month basis to a guy who makes t-shirts for 1/3 of the so-called "market rate" until they could find a permanent tenant. They have not found one. What it shows is that the "market rate" is delusional, but the problem is that the owners paid WAY too much for the property, and when you buy at bubble prices, you have to try to charge bubble prices to recoup that investment, but the math does not work for the retail businesses. Many try and fail, as you are witnessing here. Now the owners are looking for some sucker to take this underperforming asset off their hands. Not gonna happen.

This can all be traced back to the Federal Reserve's cheap money and their asset price bubbles. They have bastardized the economy to a point where nothing makes financial sense anymore. From businesses to consumers, everybody is up to their eyeballs in debt, and there's no way out. This is going to end in a spectacular crash.

Excellent comment under this video where the empty retail space in Rancho Mirage, California is shown.

https://www.youtube.com/watch?v=hKYXxkNzMWo

We need deflation.

[aeden]

https://www.zerohedge.com/news/2019-03- ... study-says

Which formatted half today in denial assaults the logic that it is not going to be alright and the magna carta
basically said the same thing.
The toxic combination of religious and economic hatred led to a breakdown in relationships based on you guessed it, debt and interest.
When you work for nothing you will get the full effect of deflation since the ship is sailed by mad men.
Managed debt is as almost pregnant.

“When a government is dependent upon bankers for money, they and not the leaders of the government control the situation, since the hand that gives is above the hand that takes. Money has no motherland; financiers are without patriotism and without decency; their sole object is gain.”

Napoleon Bonaparte

They will tap dance as they remove you and yours, and do follow the current gold movements even if you cannot hedge this reality.

[aeden]

Window closing H as we considered and forwarded.
Last contact was cot and the usual suspects we knew.
https://www.zerohedge.com/news/2019-03- ... rous-place
Many miles to go if we are allowed to see the child grow in His garden.

https://www.youtube.com/watch?v=GEPIlKmMVs0

Consider the lilies of the field, how they grow; they toil not, neither do they spin:
yet I say unto you, that even Solomon in all his glory was not arrayed like one ...

[aeden]

https://www.zerohedge.com/news/2019-03- ... -fisa-docs
https://www.youtube.com/watch?v=VjTnYSl ... MM&t=0&t=0
http://gdxforum.com/forum/search.php?ke ... sf=msgonly
The revolution was between their ears and they missed it.
thread: flypaper, operation 936, CCI, yellow cake

[aeden]

Reminds me. From 2012.

When the trucks no longer run east or west.
As it was noted the mid west was wiped out in many areas.
We mentioned it and when these fly over have no to lose the left and right coast will finally lose it.
https://www.zerohedge.com/news/2019-03- ... ing-months

One thought map exists now as you clearly noted.