It is starting to look like employers have bought into the animal spirits and market psychology euphoria and are hiring at precisely the worst possible time as the hard data is signaling an upcoming downturn in the overall economy.
The tail risk is beyond any finance models ever constructed right now, literally every stock in the world could go to zero given the Flash Crash of 2012 was only a temporary event, and we are at much bigger levels of the historical asset bubble now, and the Central Bank Unwinding Stage is just beginning.
We discuss Politicians on both sides of the aisle and the propensity for overpromising and under delivering, and what this means for the stock market longer term. Paper Profits do not count for much in the end. You can buy Dogshit Stocks at all-time highs, but then you are stuck with Dogshit Stocks at all-time highs in your portfolio.
We go over the Dow 30 Industrial Stocks Income Statements and review their revenue growth or decline over the last 3 years in this video. The firms that have positive revenue growth, most of those are just barely positive over three years.
The problem for Sessions is that if nothing went on in the Russia Meetings, the fact that he at the very least, would lie or purposely mislead just to avoid the "Negative Russia Appearances Issue" which he knew full well what he was really being questioned about in the confirmation hearings...
We discuss European Monetary Policy in this video, and how Mario Draghi is well behind the inflation curve in Europe. Core Inflation in Europe and Germany has never been a reliable inflation reading metric in Europe.
We discuss the run in the Financials, and other blue chip stocks that are overvalued relative to the fundamentals in this video. We also discuss the Market Correction that we see coming over the next 6-8 months in markets.
Boeing`s actual revenue numbers over the last three years don`t justify the current price of the stock. Boeing is actually struggling and in cost cutting mode, and judged by the recent move in the stock one would think this company is a high flying tech growth stock, with those kind of growth metrics.
We discuss the Trump administration`s efforts to cover up their interactions with Russia during the election process in this video. When two prominent Trump cabinet members resign in the first six weeks it is pretty serious.
When I watch the markets do things they haven`t done since the 2000, and 2007 Financial Market Bubbles I know Interest Rates are Far Too Low, and we risk a 6-Sigma Stock Market Crash on the downside when this Obvious Bubble Pops!
We discuss the flaws of Soft Data Economic Reports which basic come down to surveys based largely on psychology, and the fudge factor is off the charts. Investors should just ignore the survey based soft data economic reports.
It appears the Federal Reserve took notice of the overheated stock market and realized they really must be behind the inflation curve. You don`t reach year end targets in the stock market already at all-time highs and haven`t even gotten out of February, and not wake up and realize that you are way behind the asset bubble inflation rate hiking curve.