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America Vs The Rest Of The World - Who's Right?

Tyler Durden's picture




 

One of these will be wrong...

 

 

h/t Brad Wishak of NewEdge

 

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Tue, 12/02/2014 - 15:15 | 5509652 hedgeless_horseman
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Not wrong, just exceptional.

Tue, 12/02/2014 - 15:17 | 5509664 VATICANT
VATICANT's picture

Soon the greatest collapse in the history of the world

Tue, 12/02/2014 - 15:37 | 5509771 El Oregonian
El Oregonian's picture

Hold on to the phyzz...

Tue, 12/02/2014 - 15:56 | 5509863 max2205
max2205's picture

When can we start saying BTFD again

 

 

Oh wait.....

Tue, 12/02/2014 - 16:18 | 5509965 manofthenorth
manofthenorth's picture

Nobody is right when everyone is wrong.

Global asset value collapse coming soon to a stock market near you.

EVERYBODY INTO THE POOL !!!

look out for the sharks

Tue, 12/02/2014 - 17:09 | 5510197 Squid-puppets a...
Squid-puppets a-go-go's picture

you could say this chart proves the fed has shifted from implicitly to explicitly purchasing stocks

Tue, 12/02/2014 - 17:12 | 5510215 SoilMyselfRotten
SoilMyselfRotten's picture

So that's what inflation looks like

Tue, 12/02/2014 - 15:44 | 5509804 Doom and Dust
Doom and Dust's picture

Soon we won't have a word for 'soon'.

Tue, 12/02/2014 - 15:19 | 5509674 drendebe10
drendebe10's picture

....the new amerika under the fudgepacker in chief... obscene ruches for the 0.01% and free shit for everyone else except the middle class....

Tue, 12/02/2014 - 15:44 | 5509806 GtownSLV
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Just like Tech Stocks 2000.

Housing 2008.

The whole shit show 2014/15??? 

 

 

Tue, 12/02/2014 - 15:46 | 5509807 GtownSLV
GtownSLV's picture

Just like Tech Stocks 2000.

Housing 2008.

The whole shit show 2014/15??? 

 

 

Tue, 12/02/2014 - 15:49 | 5509840 DutchR
DutchR's picture

exceptional or exponential

 

 

Tue, 12/02/2014 - 16:11 | 5509915 ZoroAustrian
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Total farce.  Since the bottom of financial crisis, US has outperformed the rest of the world by a near relative double, and it is now 60% of global market cap!  This for the biggest net importer in the world.  While the countries they have abused for decades mobilize on the periphery against their precious exorbitant privilige.

It is USUK traders, using funny money ulimited bailout funding franchise from their cbs who are determining the relative 'values' the world over.  No wonder US market is doing so well.  And the apparent 'cleanest dirty shirt' strength of the US economy is illusory but also critically dependent on that USD status again ...

For now US has its cake and eats it too, over and over again.  There has to be a limit, but who knows when.  It's obviously not today, as USD up / stocks up meme is back again ...

Remember when the story was that markets had to go up on USD devaluation?  The trick they discovered was to keep devaluing (i.e. printing) but screw the rest of the world so well (like they need any help) that the currency goes up too.

Whatever, as LoP always says, all the fiat is going to zero.  But WHEN?

Tue, 12/02/2014 - 17:07 | 5510178 Againstthelie
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Do you have a source for the MCap number?

Tue, 12/02/2014 - 17:32 | 5510289 ZoroAustrian
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http://www.msci.com/resources/factsheets/index_fact_sheet/msci-world-ind...

pie chart on second page, 57% - I exaggerated a little

Tue, 12/02/2014 - 15:16 | 5509656 Alberich
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Can't they both be wrong?

Tue, 12/02/2014 - 15:17 | 5509665 Bill of Rights
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Some folks ______.

Tue, 12/02/2014 - 15:19 | 5509678 Yen Cross
Yen Cross's picture

  Looks like hanging chad on a 2000 Florida voting ballot.

Tue, 12/02/2014 - 15:20 | 5509688 Bill of Rights
Bill of Rights's picture
Political crisis: Sweden government budget falls. Could be a new election in Sweden!

 

http://www.aftonbladet.se/nyheter/article19954788.ab

 

Tue, 12/02/2014 - 15:24 | 5509700 JRobby
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They are

Tue, 12/02/2014 - 15:26 | 5509714 jubber
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the important thing to know is that the second chart would be far lower without the insanity of the first, as foreign market algos have to follow the first

Tue, 12/02/2014 - 15:30 | 5509728 Bill of Rights
Bill of Rights's picture
What happens when you drink 10 Cokes a day for a month?

http://www.telegraph.co.uk/men/active/mens-health/11267286/What-happens-...

Tue, 12/02/2014 - 15:31 | 5509740 Bastiat
Bastiat's picture

You could draw the same decending tops line back in 2012 for Europe.  It went deep through the 200dma, reversed came back up through it.  You could say the reversal is already in and it's going up.  Fundamentals are as irrelevant as technicals.  That being said, the most interesting thing is the flattening of the 200dma on the Euro chart.

Tue, 12/02/2014 - 15:43 | 5509797 Bell's 2 hearted
Bell's 2 hearted's picture

pretty much agree ... though i think "reality" will come to the forefront when recession hits US.

 

QE is over ... but corporate buybacks still strong ... and US assets levitated by foreign capital inflow (US bullseye for carry trade) ... really don't see this changing until US sees UGLY macro numbers (put me down for sooner rather than later)

Tue, 12/02/2014 - 15:34 | 5509754 besnook
besnook's picture

the world index is wrong. their cbs just don't know how to play the game properly.

Tue, 12/02/2014 - 15:36 | 5509760 SickDollar
SickDollar's picture

the US : straight in your face manipulation (strong tribe presence)

The rest of world: under the table manipulation (small tribe presence)

 

Tue, 12/02/2014 - 15:37 | 5509763 Bell's 2 hearted
Bell's 2 hearted's picture

"I'm not very worried," explains Fed Vice Chairman Stan Fischer in a very Bernanke-"contained"-like nonchalence about the total collapse of oil prices 

 

...

 

i find this comment quite interesting ... in the "there ain't nothing we can do about ... so lets reach for the lipstick" ... FOMC pulled similar recently ... look at minutes from 2 meetings ago ~ "worried about strength of usd"  - minutes of last meeting "nothing to worry about"

Tue, 12/02/2014 - 15:47 | 5509815 Squid Viscous
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he sounds just like the Mossad guy, I mean "hijacker" - who said "we have some planes" on 9-11 

Tue, 12/02/2014 - 15:52 | 5509846 Jesse
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We are the world.   The rest is commentary.  lol.

Tue, 12/02/2014 - 16:02 | 5509887 replaceme
replaceme's picture

Am I too late to buy in?  I am not sure I'm being facetious, because that word no longer exists in Fort Kickass.

Tue, 12/02/2014 - 16:39 | 5510065 RealistDuJour
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What's the point of diversification if everyone and everything is supposed to move in the same direction at all times.

 

Another "gem" of investment planning, brought to you by Zerohedge.  Zerohedge, keeping people from making money since 2009, because "things might go down".

Tue, 12/02/2014 - 17:00 | 5510149 WarPony
WarPony's picture

Definitely a contrarium indicator for the most part, but, ZH nailed it with the BTFD meme - "up up & away in that beautiful" bubble.  And at the end of the day are you really going to be sorry you are holding phyzz?

Tip: Starburst in the fifth at the Aqueduct.

Tue, 12/02/2014 - 16:43 | 5510079 Quaderratic Probing
Quaderratic Probing's picture

USD is climbing, rates are higher than other places

US market is going to out preform the globe, even if all correct.

So both charts are right.

Tue, 12/02/2014 - 17:04 | 5510165 WarPony
WarPony's picture

Oh goody, chart porn!  CBs own the market and can jerk it any which way they want.  The printing press guaranteed that they own it all.  It's not that the market is going up, it's the currency debasement that makes something stagnant appear to be rising.

Tue, 12/02/2014 - 17:54 | 5510381 AgeOfJefferson
AgeOfJefferson's picture

Both doomed.

Tue, 12/02/2014 - 18:30 | 5510531 mpath
mpath's picture

I could agree more-but WHEN!! That is the problem-too many are trying to trade the collapse and missing the big moves. 

Trade the 4-6 week moves--if just long side investor, know when to buy-don't chase. So many on TV saying-if you sold at the EXACT lows in October-you missed a 13% move.

But yet-in September at the highs-they were saying you have to just jump in-the market isn't going down. If you listened-you are up 2% and had to weather out a 10% drop.

If you knew the high was coming on September 18th-you could have gone short--if you knew the low was coming on October 15th-you could have been buying-and made over 20% in 70 days.

The Sentiment Timing Index has predicted these dates weeks in advance. Woody Dorsey is a legend-follow him!!

 

http://www.sentimenttiming.com...

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