This page has been archived and commenting is disabled.
One Of These Charts Is Not Like The Other
Today's Sesame Street market moment is brought to you by the word "hope" and by the number '-0.025%'. For the last five months, Goldman notes that the US equity markets have rerated their economic growth view as hope remains for a future full of unicorns and faerie-fart-powered autos. However, the reality is that, as Goldman's macro-economic Swirlogram shows, that the data is no longer indicating expansion and in fact in December shifted into a 'slowdown' mode. Once again we are left, as we head into earnings season where headline numbers have been slashed to make the bar low for beats (but stocks have not re-rated yet), with a divergence between macro (and micro) reality and the nominal equity index implied reality that so many managers hope is true.
Hope... As equity market's nominal price indicates an upward re-rating of economic growth expectations...
And Reality... with the expansions phase ebbing and Goldman's macro tracker now slipping into the slowdown phase...
Source: Goldman
»
- 9525 reads
- Printer-friendly version
- Send to friend
- advertisements -
that second chart looks like a black hole.
it is lloyd blankfein's asshole
You mean it is Lloyd Blankfein.
The US is the Saudi Arabia of CNFF (compressed natural faerie farts).
Or a drain, which seems appropriate.
I do not know about this recessionary swirlogram:
MON jiust beat massively
ATT jut announced record smart phone sales
NFLX is over $100 on more contracts with content providers
AMZN broke abover $260 on record 4Q sales.
Just sayin, the momo is there...
AMZN broke abover $260 on record 4Q sales. lulz lulz lulz
The apparent limit cycle there might just be a teeny little squiggle if youi plot the data going back further in time. One year of data would be easy to dismiss as seasonal variation.
Spain to suffer Debt Haircuts
France to be downgraded
Greece to exit Euro - Drachmas coming
Any drunk will tell you that when you drink alcohol, you're fine untill your piss isn't yellow anymore.
Now for the greeks and spanish dudes... they're already pissing pure alcohol.
NO MORE DRIVING ON THE EUROPEAN HIGHWAY FOR THEM!
that second chart looks like a black hole.
It's a swirlogram......same thing.
It's a 'swirlie'... It'll be the last thing Tim Geithner sees before his head goes underwater...
Close your eyes, hold your breath, don't read any truth or untruth, just.... Buy The DIP. You buy it... or, it buys you.
TRADER ALERT: Powerful "Indicators" Suggest A Stock Market Selloff And Inflation Could Be Just Around The Corner And More Market Experts Start Getting Worried. NOW The Fed Is Showing Financial Fear!
http://investmentwatchblog.com/trader-alert-powerful-indicators-suggest-...
1st of all, I seriously doubt it. 2nd, even IF it were true, I'd buy it and buy it BIG.
+1
Which one doesn't belong in line?
<Recovering Imus fan from way back in the 70's.>
i have never cared for imus, but the other day my channel wheel landed on his channel and i thiught it was an old woman sitting there...his her was all curled and poofed out and his face has doubled in size...it was scary....and i base this on i have not seen this guys face for 2yrs maybe...
I have not bothered with Imus in well over 5 years. But the bloated face might have something to do with his Prostate cancer and its treatment.
Anyone ever wonder how rumors seem to be denied about 2 seconds after weak longs have been flushed? Its a funny old world.
Offtopic but crazy ......
Pregnant South African women are deliberately drinking large quantities of alcohol to harm their unborn babies in a bid to earn more welfare money, it has been claimed.
Expectant mothers living in the Eastern Cape, one of the poorest areas in South Africa, are bingeing on a 'moonshine' type drink which contains battery acid - with some drinking up to five and six bottles a day.
It has been reported they do it to claim a disability benefit from the government - using their disabled children as a source of income.
http://www.dailymail.co.uk/news/article-2258589/Horrifying-story-pregnant-South-Africans-deliberately-binge-drinking--welfare-babies-harm.html
Words fail me.
Equity markets....funny. So the squid thinks equities are over valued...we know what that means.
Wait a minute. It takes only one year to go full circle around the "swirlie"? That's one damned fast business cycle.
Actually, the Fed has done away with the business cycle. Goldman had to invent this to make muppets think it is actually concerned about a drop in risk assets AND that a business cycle even exists. It's not and it doesn't. Here's a dip... please excuse me, I have to go buy it.
Maybe it will improve if/when you include the economic and health impact of the seawater desalination plant for the San Diego area, that an 'raeli company was awarded to build.
Swirlogram; an apt allegory for the flushing toilet bowl that is our economy.
are many cheap wedding dresses important things to take care off even though the wedding organizing is on. Months ahead of the major day of going into matrimonial ties will take spot, the soon-to-be bride is active vintage wedding dresses purchasing for the ideal wedding dresses, shoes and most importantly bridal get together dresses. The wedding planners are on the market deciding the venue obtainable for the B-Day, finalizing the guests, presents, the bridesmaids first communion dresses for the wedding then the necessary a part of choosing posh bridesmaid dresses. The preference surely calls to get a smart choice produced around the a part of the bride and her