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Things That Make You Go Hhmm... Like Our Current Bizarro World
In his recent presentation, Grant Williams picked out several mathematical equations that simply don't work: equities vs. fundamentals, the gold price vs. the price of gold, Chinese economic activity vs. the Chinese GDP number, and France vs. well ... logic. In his latest 'Things That Make You Go Hhmm' extravaganza, he extends this series of 'Bizarro' situations to Japan, US Housing, high-yield credit, the outlandish effects that comments by central bank policy makers have on markets, the curious disconnect between insider trades and the broader market among others, and the trajectory of gold and the debt ceiling. There are countless more of these disconnects (the strength of the euro vs. EU economic data being a key one), which lead to a fundamental conclusion that is hard to deny: Sdnob, seitiuqe, setar tseretni, and seicnerruc will all eventually leave Bizarro World and come crashing back down to Earth (where they are known as bonds, equities, interest rates, and currencies); and when they do, they will likely do the opposite of what they're doing right now.
Among Grant's Charts That Make You Go Hhmm:
Tom Fitzpatrick of Citigroup has a point:
As can be seen from the chart [above], Gold has never stayed below that "stairway to hell" for very long. Given that the debt limit number is going to continue higher, a reemergence of Gold strength looks inevitable.
A lot of "considered opinion" suggests that by the end of the present electoral term (the end of 2016 when new presidential elections take place), that the US debt limit will be at around $22 trillion USD."
And the full newsletter is below:
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@cr_harper 2h
MOST READ AND MOST EMAILED on the Bloomberg Terminal: Alpha Dads: Men Get Serious About Work-Life Balance
That's some important shit, man! They'll be balancing collecting aluminum can retrieval and copper theft here in about 3-5 years. Life skills for their children!
my point being (albeit delayed) that BBG continues to harvest data from their terminal users
Try Reuters!!
they have a catchy slogan
We`re less evil`
Things that make you go "Hmmmmmm"
~~~
How about the mathematical impossibility of the "asymmetrical".... [oh nevermind]...
Of the big news aggregates, Reuters is prolly my fave.
Fan of Rothschild eh?
We live in a virtual Minecraft economy. The admins get rich because they have back-end access, not because they produce anything.
http://www.fakenation.info/please/minecraft-more-makework-for-an-abandoned-generation
Can't. Fucking. Wait. until the "How did this happen?" articles are rolled out on Bloomturd post crash.
I get two free copies Of the "Bloomturd Rag" every month and they go from the mailbox straight to the waste bin with no std. deviation. Thought at one time someone else might be interested in the copies, but it felt wrong to pass on such bullshit.
Hope someday I contribute to the bankruptcy of that spew, although considerable thought of "return to sender" might place the burden of disposal on New Yawk City.
They make excellent cat box liners. They are just the right size.
Be careful with that shit, might inspire your cat to stop and frisk ya.
well played sir
demand they send their material first class...that way when it's returned it's postage due.
Looks like this relationship is breaking down..
I am sure debt ceiling trajectory looked similar in the 90s when gold was coming off.. Looks to me like the case of coming up with a conclusion and data fitting for some confirmation bias
WRONG! There has never been a debt bomb like they are building....we aren't coming in for a softlanding! We are coming in for a F'ing nose dive. If all you had to do to get rich was print money....that would have been what everyone was doing. In 2003 I was scared of house prices? Everyone else was this is GREAT. This is the same...you can't leverage up debt to get rich! The bankers are killing the host! They are fully controling the government to print them money. What happens the day rates go up? Do you think the bankers are going to hold the trillions in bonds? Or short them to the center of the earth? Titantic full steam ahead!
I sympathize, but some turds won't go down no matter how many times you flush. Bankers, cockroaches, they'll both be around long after we're gone.
Bankroaches.
Bernankroaches.
Let's see.. You were scared of house prices in 2003.. Gold is up 6 fold since then and now clearly Rolling over.. Yet, that doesn't scare you .. Funny
Here is more from Williams. Listen to it. Gold is not rolling over.
http://www.youtube.com/watch?v=Osq1yxSFVG0
Rimon is a piece of shit troll.
FUCK YOU RIMON
Says the piece of shit troll named Rimon. Go back to the cunt you crawled out of.
Bugs Bunny - Hare We Go (1951)
http://www.youtube.com/watch?v=gD6Solpy4aQ (7:24)
living in a "it will last forever" world is tough. here's my answer: http://www.youtube.com/watch?v=0gDvR1sZ6I4
I am going to start burying whiskey in the chicken coop this week.
I aint kiddin neither
Someone fetch me another beer !!
I am going to start burying whiskey in the chicken coop this week.
I aint kiddin neither
Someone fetch me another beer !!
love this album , horsebreaker star.
.
http://grooveshark.com/#!/grantmclennan
.
hope that works
Let me fix that for you.
thanks, the grooveshark linking is still rough.
Nice chart, at least one reason to be happy with the growing US debt!
Been selling weekly calls on AGQ... when, for example, silver spiked mid week was I worried I would get called... hardly. I knew I could depend on the Friday morning takedown...
Isn't central planning and market manipulation a marvel to behold...