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Interactive Charts Of Recent Events' Impact On Key Asset Prices
Reuters has released another "must bookmark" chart showing just how dramatic the impact of recent geo[political|logical] events has been on everything from the S&P, to Nikkei, to gold, VIX, Treasurys, and pretty much every other relevant asset class.
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Lame. I don't see the Justin Bieber haircut Black Swan displayed....
How about a Taco Bell black swan?
Man enraged by Taco Bell price hike fires at officers, holes up in hotel roomhttp://j.mp/f43mZn
Link please?
Fuck Reuters! Its a propaganda machine. Don't give them the time of day. They do not work for you unless you accept the bullshit they dish out on a regular basis.
i just saw a flock of black swans fly over, a big flock
Don't mistake their poo for an oil spill.....
Substance in Gulf of Mexico likely sediment, not oilhttp://www.reuters.com/article/2011/03/21/us-oil-sheen-idUSTRE72J31V2011...
Sorry, as much as I'd like to believe, I'm not buying it. Wish I could say I have trust in the USCG but at this point in time, that trust is no longer warranted.
Yeah, I saw them about an hour ago headed your way. Duck and cover!
What a day, housing starts tank and IYR goes up. I guess when no one wants to have a home built that is very bullish on the real estate market. Looks like all disasters are now bullish including rising oil prices ????
Are you in Benghazi by chance?
Spring is here. Black swans are returning for the season.
No worries they taste like chicken.
Japan just stated, radiation in the food supply is higher than they thought.
Really? You mean to say you weren't lying all along, and it was a mistake?
WTF?
From my limited Japanese reading ability, the high full-moon tides are flooding the coastal area, which sank several feet during the earthquake.
It looks like dikes and windmills may be required to reclaim the land.
I read two feet. It was not clear to me if that was an average, simply one area, etc..
Saw an arial photo of a coastline section before and after where it is clear the beach area had been pared back.
This was not in the tsunami zone.
Please post any more info regarding the dropping/sinking of the Island.
Go long Yen. Radiation in food is good for Japan
That chart looked cool and all but it was just a clusterfuck. Nothing correlates or makes any sense.
Some well knowing individuals have laughed at me for daring to compare this to Chernobyl. Oh it is not anything like that, there is no graphite etc etc. This may turn out to be much worse, unfortunately. Who out there will now tell me, there is not a concerted effort underway to destroy humanity? I also asked the question , will this event destroy the nation known as Japan. Some said, well they will get over it. I say, oh really now. Just how bad is this event and how much radiation is going around and just what does this all mean? To Japan, and to the world and most of all, to us? Hmmm? I don't think the Japanese have been forthcoming with accurate information since day one.
Oops, my bad I did not intend to flag as junk, but to reply. I'll take a personal foul on that.
I don't think a concerted effort to destroy humanity or thin the herd is necessary, though we all come across reports that the wise ones who govern our (Westerner) lives feel that it is time, and other wise ones governing other (Chinese) peoples lives feel that is a bad idea.
I personally think that the unexpected keeps happening, and when the unexpected happens in a storm, with a flooded ship, it can lead to capsizing.
Bureaucracies can't be truthful and forthcoming, by structure. I think the Japanese are trying more than we would see in the US (like 9/11, for instance).
Again, my apologies...
Pelosi is fine now.
http://dawnwires.com/politics/nancy-pelosi-in-hospital-but-now-in-good-s...
Doesn't make any difference now anyway. Obama has rendered congress irrelevant.
Obama's Libya Moves Show His Freer Foreign Policy Hand, Rankling Congresshttp://www.npr.org/blogs/itsallpolitics/2011/03/21/134732953/obamas-liby...
Congress is just there, to make us think we have power. We don't. I think it has been this way , at least, since the inception of the FED on a cold Christmas eve night in 1913, when the sheep were asleep with visions of sugar plumbs in their heads.
WTF? Congress was relevant BEFORE Obama? Yeah, as in their blatant violation of their constitutional duty to declare war, passing such power on the GWB to play cowboy...
Power corrupts. All teams in the game are corrupt.
the concentration of power in the hands of the executive branch is not exclusive to this latest emanation of the imperial presidency. this is especially so ever since the coup d'etat in November 1963 and is reinforced by the ultimate political trump card of presidential executive orders the dictatorial character of which have set up the modern legal framework at very least for a de facto dictatorship and the imposition of martial law. beginning with John Quincy Adams in July of 1826 the executive branch has had recourse to this extra-judicial and extra congressional imperative which as of late has been devoted almost exclusively to the establishment of a series of executive orders which not only bypass any oversight but flagrantly violate the Constitution and the Bill of Rights. http://www.presidency.ucsb.edu/executive_orders.php?year=1826&Submit=DISPLAY
there's only one asset class that matters and it is the singular psychotic focus of the "connection between Wall Street and Washington." That is the "interest rate paid on cash." Unless and until that thing starts soaring "all the rest is bullshit." If and when it soars "all the rest is bullshit" too of course. It's already been an "interesting month" no? I think "the thought of what is coming out in the next five days" has been on the mind of many as "this month approached."
Good call on the BS! :-)
Japans real estate market got also hit by a little radiation. Several trusts are now closed (UniImmo Global) and under heavy fire. Including the famous P2 value of Morgan Stanley (11 % invested in Japan).
Don't you worry about going nuclear. Steroids are sooo 2005.
Mark March 20th on that chart.... the day that the taco bell beefy crunch burrito started an uprising.
http://www.mysanantonio.com/news/local_news/article/The-Beefy-Crunch-Burrito-incident-1226571.php
After all the shenanigans by those in power and the silence by our population, it would take a fast food incident to get people riled.
Yeah, this ain't going to turn out well...
Gives new meaning to the phrase "food fight!"
Meanwhile, housing prices continue to collapse. Tyler, I think this deserves it's own thread.
http://www.marketwatch.com/story/existing-home-sales-sink-96-in-february...
China's housing bubble shows sign of cracking....
http://nakedempire2.blogspot.com/2011/03/is-chinas-real-estate-bubble-about-to.html
Agreed. But treat the phony NAR existing home sale figures as: Sales down 2.8% Y/Y and prices down 5.2%, IE, home sale revenues at 92% of year ago Feb., down 8%. Where is the recovery in that? And a 5 year chart of the monthly revenue number would probably erase most all of the false 'bottoms' called for in sales and prices, soon reversed back downward within months.
Would you BTFD in your favorite corporate stock when the company reported unit sales, then median prices, but not revenues?
And then translate Yun's language into english, from “We’d be seeing greater numbers of traditional home buyers if mortgage credit conditions return to normal” to "If federal mortgage subsidies are eliminated and the hard money mortgage rate (12%?) were allowed to prevail, we'd be seeing a real estate collapse".
Stick it to 'em good, Tyler.
Yeah but...if you keep charting you'll see the effect of BOJ multi-trillion Yen liquidity injection and Fuk_u_shima atmospheric nuclear particle release. Both are as bullish as a stolen Bloomingdale's credit card at a sorority party. And your teeth will never be whiter and your garden will be spitting out 50 lb tomatoes.
Nikkei Futures
Disaster? What disaster?
http://www.zerohedge.com/forum/99er-charts-0
The S&P is actually trading higher than it was on March 10th's closing print of 1295. This was the last trading day prior the earthquake. So I think that this chart is a little misleading once you factor in today's movement. Risk assets are trading near the multi-year highs and the S&P itself is only down 3.4% since it 2011 peak of 1344. These are not free markets and please don't mislead people by letting them think that actual real world events have any impact on equity valuations.
"and please don't mislead people by letting them think that actual real world events have any impact on equity valuations."
I'd argue that world events are used (as an excuse) to impact equity valuations...
Well said. Completely agree.
Not according to the chart above. In every case, the chart just kept on chugging in the same direction. Almost as if it was rigged and immune to the news.
Well, considering that the VIX never budged, not until the largest earthquake in decades coupled with a nuclear meltdown, i would say that whoever is using these "world events" to devalue equity's, aren’t making the most of they’re opportunities.
There is only one that matters to the fed on that chart and it's the us future interest rates. Going down boys so the show can and will go on!
Wow. The Dow Jones Industrial Average is now higher than its adjusted close on March 11 (when the Earthquake and Tsunami took place).
Central Banks just papered over a 9.0 earthquake, tsunami, nuclear disaster, the loss of perhaps 18,000+ people (recent estimate) and dislocation of nearly 500,000 people and perhaps $200 - $250 billion in damage in the world's 3rd largest economy:
http://finance.yahoo.com/q/hp?s=%5EDJI&a=02&b=10&c=2011&d=02&e=21&f=2011...
The Ben Bernank may keep printing paper forever if given the chance. Who cares if half the world starves to death and MENA falls apart further... so long as the stock markets rise.
What a goddam sick joke this is.
I completely agree and nobody questions the movements. The market has a 10 second memory and continues to ignore $100+ oil, MENA and, of course, Japan. It's not like equities were oversold going into this given that they were trading at multi-year highs. I don't see why M&A has such an impact on the broader market. All it does it take money from one of set of shareholders and transfer it to another. It's a zero sum game unless you're the acquiree. This is a farce and the invisible hand guiding the market will not allow any meaningful correction to take place.
AT&T needs the network because its own network is insufficient. This was a relatively quick way to improve its network. As an aside, there is no doubt that some T-Mobile USA employees will be looking for new jobs in the near future.
QE is the bottom line. If The Ben Bernank came out today and said with 100% certainty that QE was ending in June with no more in 2011, the market would tank. This is all central bank rigging.
Tyler,
You seem to have missed a most important event. Never mind about Egypt, Libya, Yemen, Bahrain, Syria, Japan, tsunami, radioactive steam releases and perpetual catastrophic nuclear explosions complete with 30 year half lives....you seemed to have missed that AT&T is buying T-Mobile. I mean, how could you miss the massive importance of this event?
After all, monopolies are good for consumers, as they lead to mass terminations and reduced competition, which eventually leads to higher prices, just like food inflation based on wild-assed commodity speculating...and then you throw in some hyper-priced oil...and now you got yourself a rally, baby!
Seriously, Tyler....how can you not see how mergers trump nuclear snow? If the criminal syndicate known as Wall Street is driving deals, then the economy has recovered...period.
AT&T wants the network. Its own network was insufficient.
meanwhile...the dollar just hit a fresh 15 month low...and falling.
The banks are not taking part in this rally, which is very telling. JPM, BAC, WFC and C are all down on 200 point DOW up day. GS is only marginally up.
Thanks for posting the article. That is interesting.
I don't see ANY CONNECT between the News events (dots) and the Index chart!
No.1 the dots fall outside of all the key Index turning points
No.2 the Indexes trend of rising or falling is not effected at all by the dots (news)
Therefore there is NO cause (news) and effect (worldwide Index trend change)
Reuters are hallucinating "geo-political events" effect Stock Indexes ...are the dots Reuters staff pill-popping points?
SPX
Okay...let's fill some gaps.
http://www.zerohedge.com/forum/99er-charts-0