"Hacked emails released by the group Anonymous indicated that Palantir...pitched outside lawyers... on a plan to snoop on the families of progressive activists, create fake identities to infiltrate left-leaning groups, scrape social media with bots, and plant false information with liberal groups to subsequently discredit them..."
...and if this 30 year relationship continues to hold, the message from the bond market to the equity market is 'buckle up' as VIX is not about to revert lower, but re-accelerate higher above 40...
The bottom line is that a whole series of bottlenecks could act as a significant drag on the growth rate of the Permian basin. And because the Permian is the largest source of supply growth for the entire world, any hiccups will ripple across the global market.
"The first trillionaire there will ever be is the person who exploits the natural resources on asteroids. There's this vast universe of limitless energy and limitless resources. I look at wars fought over access to resources. That could be a thing of the past, once space becomes our backyard."
"In terms of timing, we think that enough signals are flashing yellow and cracks are forming to indicate a credit cycle on its last legs" - Morgan Stanley
"For yet another angle on how this cycle is different from anything in recent or even distant memory...Please explain to me how a 35-year-old can be less optimistic about the future than a 55-year-old! It defies logic, nature, and reasoning..."
US equity futures are slightly in the red this morning, after Asian shares rose and European equities were little changed, just in time for the broader euphoria to shift from stocks to commodities.
With a total of $164 trillion in debt, representing 225% of global GDP, there is now more debt than there was at the peak of the 2008 financial crisis, and the biggest risk is the United States...
"Just like the British government selling gold at the bottom of the market, corporate executives have been going into DEBT and spending their shareholders’ money to buy their company’s stock at record high prices."
While the general risk-on rally across global markets persisted for a third day amid sliding volatility, the rally appears to have lost some steam with Dow futures lagging after last night's disappointing IBM revenues, which in turn may have capped the S&P ramp that started on Monday.
The entrenched bearish dollar view has all the ingredients to become the pain-trade of the year. It has become super crowded based on occasional utterances from the White House while ignoring a fundamental shift at the Fed...
According to 60% of investors surveyed by the latest Bank of America fund manager survey, the market will peak in 2018, and are starting to cash out...
Blowout earnings were not enough to keep Goldman Sachs green as while everything looked 'awesome' before the bell, when Goldman's CFO Martin Chavez told investors on the call that there will be no share repurchases in Q2, he spoiled the party...
With investment bank traders on record for spoofing gold and silver futures prices, why are regulators not investigating these same traders for manipulation of the London Gold and Silver Fixings?
