Market Crash
Central Banks Will Not Be Able to Halt This Economic Collapse
Submitted by Phoenix Capital Research on 11/18/2015 10:24 -0500Stripped of accounting gimmicks, real GDP growth shows economic collapse. And it will culminate in another stock market crash.
This Economic Collapse Will Trigger a Stock Market Crash
Submitted by Phoenix Capital Research on 11/17/2015 11:14 -0500This is the REAL picture of the global economy. It isn’t what CNBC and the talking heads tell you. It is economic collapse.
Frontrunning: November 17
Submitted by Tyler Durden on 11/17/2015 07:34 -0500- France, Russia strike Islamic State in Syria, EU aid invoked (Reuters)
- Pressure Grows for Global Response Against Islamic State After Paris Attacks (WSJ)
- Weakened Hollande Faces Election Backlash in Wake of Attacks (BBG)
- French Official Calls for Metal Detectors at Train Stations (NYT)
- Belgium Raises Terror Threat Level, Cancels Soccer Game vs Spain (BBG)
- Foreign Companies Scrap Paris Events After Terror Attacks (BBG)
The Delirium Of Milliards - How Monetary Heroin Tempts Hyperinflation
Submitted by Tyler Durden on 11/16/2015 20:30 -0500"New banknotes were being delivered daily in boxcar loads. In October 1923, banknote circulation amounted to 2,496,822,909,038,000,000 and everyone called for more. It is this last fact that is most telling, that every group believed that the solution was simply more money. They failed to grasp that what was needed was to simply cease all manipulation of the system and let the free market return. Their failure assured that the only possible outcome was the collapse of the system."
Goldman's Clients Are Suddenly Very Worried About Collapsing Market Breadth
Submitted by Tyler Durden on 11/14/2015 17:28 -0500"Clients are quick to point out similarities between the current low breadth environment and the narrow breadth regime that emerged during the tech bubble in the late 1990s. Our Breadth index currently equals 1, one of the lowest levels in the 30- year series. The typical episode lasted four months, with past episodes ranging from two months in 2007 to a high of 14 months during the tech bubble."
JPMorgan's "Gandalf" Quant Nailed It Again
Submitted by Tyler Durden on 11/13/2015 19:00 -0500Over the past 3 months, the name Marko Kolanovic, head of JPM's Quant Team, has become one of the most loved, or feared (depending on which way he is leaning) and respected on all of Wall Street for one simple reason: think Dennis Gartman, only correct every time. Well, the man Bloomberg calls "Gandalf" just did it again - "nailing" the top in stocks last week.
The Bubble Finance Cycle - What Our Keynesian School Marm Doesn’t Get, Part 1
Submitted by Tyler Durden on 11/13/2015 10:31 -0500The world of Bubble Finance economies created by the Fed and other central banks is fundamentally different than that prevailing under the “Lite Touch” monetary policies which preceded the Greenspan era. The problem today is that the PhDs running the Fed have an economic model which is a relic of the Lite Touch era. It is not only utterly irrelevant in today’s casino driven system, but is actually tantamount to a blindfold. It causes them to look at a dashboard full of lagging indicators like jobs and GDP components, while ignoring the explosive leading indicators starring them in the face on CNBC. The clueless inhabitants of the Eccles Building do not recognize that they have created a world in which Wall Street supersedes main street.
World's Largest Hedge Fund Dumped 31% Of Its US Equity Holdings In The Third Quarter
Submitted by Tyler Durden on 11/12/2015 18:26 -0500Perhaps those accusing Bridgewater of being the market-moving catalyst did have a point, because after posting a total AUM of $10.8 billion at June, this total declined by a whopping 31% to just $7.5 billion as of September 30.
Is Another Deflationary Spiral About to Hit?
Submitted by Phoenix Capital Research on 11/12/2015 14:10 -0500Inflation expectations are collapsing in the EU, Japan and the US. Is another deflationary spiral about to hit?
If the Economy is Strong, Why Are These Assets In Full Blown Bear Markets?
Submitted by Phoenix Capital Research on 11/11/2015 11:20 -0500Breaking a critical trendline (particularly one that has been in place for several decades) is one thing. Breaking it and then failing to reclaim it during the following bounce is indicative of BEAR MARKET.
Leaving the Eye of the Hurricane
Submitted by Sprott Money on 11/10/2015 05:57 -0500Those who choose to distance themselves (and their wealth – however large or small) geographically from the centre of the hurricane will fare best.
The Recessionary Signals Of A 5% Unemployment Rate
Submitted by Tyler Durden on 11/09/2015 13:55 -0500"Historically, the statistical or mathematical properties of the financial markets have shifted as the economic recovery nears full employment (i.e., at about the 5% unemployment rate the contemporary recovery has reached). Traditionally, at this point in the recovery, the stock market suffers more frequent declines, bond yields rise more often, average annualized returns from both asset classes are lower, diversification benefits tend to diminish, and recession risk is enhanced."
Why Tony Robbins Is Still Asking The Wrong Questions
Submitted by Tyler Durden on 11/08/2015 14:00 -0500The most important question (which no one’s asking) that needs to be asked and addressed today is: With the Fed. all but signalling come heck or high-water – they’re raising in December. Do the global markets once again stand at the same ledge they did in early August? And if that is indeed so, the question that is self-evident is this: Are you now better equipped both psychologically, as well as strategically and tactically adroit to handle such gyrations? Or, have you focused on “fees” and “diversification” as expounded via today’s financial books with a tendency to just BTFD because it’s worked so well in the past regardless of forethought or angst?
JPM Head Quant Is Back: The Rally Drivers Are Gone With "Downside Risk" Ahead, But No Flash Crash Unless...
Submitted by Tyler Durden on 11/05/2015 15:40 -0500"Summarizing technical flows from option hedges, volatility targeting, CTA and Risk Parity funds, we believe that these strategies largely re-levered to pre August crash levels. This was a significant driver of the S&P 500 performance in October and hence poses some downside risk.... The risk of this increasingly one dimensional positioning across CTAs, Macro and some of Equity Long-Short managers is that these trends don’t materialize and trades become too crowded. The result could be a sharp reversion as positions are exited."
Bitcoin Surges 55% In Month - Chinese Moving Capital Into Bitcoin and Gold
Submitted by GoldCore on 11/05/2015 10:56 -0500Bitcoin is an easy way for people to swap out of yuan. Goldman Sachs analysts estimated earlier this year that 80% of bitcoin volume is exchanged in and out of the Chinese yuan. Once converted to bitcoin, the owners can then swap back into other fiat currencies and indeed physical gold.





