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Markets – Macro – Stocks – Charts – Alerts

Tag: debt

Caution: Slowdown

Many of you know I keep posting charts keeping taps on the macro picture in the Macro Corner. It’s actually an interesting exercise watching what they do versus what they say. Public narratives versus reality on the ground. I know there’s a lot of talk of global synchronized expansion. I call synchronized bullshit. Institutions will… Read More ›

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Quick Takes

I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I post links I find of interest & relevant on any given day. These links will cover a broad spectrum of items, from the… Read More ›

Tax Cuts Now, Consequences Later

Look, who doesn’t like tax cuts? You get more money in your pocket and you spend more, that’s the premise after all. So it all sounds good on paper, especially when there’s not a detailed discussion of any downsides or risk, or consequences. And that fact in itself has me suspicious and should make you… Read More ›

World War III

You can’t see the bombs, you can’t see the casualties, and you can’t see the headlines, but World War III is already in full progress.  And no, I’m not talking North Korea, Iran, or Syria or any other countries with minuscule military budgets in comparison to the US that are often hyped to be a… Read More ›

Lemon Sale

Are consumers getting themselves into trouble by buying expensive new cars at perhaps the worst moment in history? Are they buying the lemons of the future? I do have to wonder. Consider the following trends. Like with everything else, such as credit cards, mortgages, and student loans, consumers have been piling into ever more debt… Read More ›

Empty Promises

Markets have been on a tear since election night. The principle reason: The perceived notion of another set of stimulus packages hitting markets during the next presidency. Specifically the notions of corporate tax cuts and increased infrastructure and military spending have sent financial and industrial stocks flying higher resulting in new highs on many indices…. Read More ›

Macro Charts

I post macro charts I find of interest to my public twitter feed when I can, but after a while these become hard to find, hence below please find an accumulation of recent charts in no particular order. I’ll leave the reader to draw their own conclusions based on the evolving data, suffice to say… Read More ›

The Big Bad Bear Case

My aim with this article is to outline, with facts, large global structural issues that I believe everyone, bulls and bears alike, should be fully aware of. While some of this discussion may rattle the cage a bit you will hopefully find this article well researched and informative. Recently I’ve outlined why we switched our… Read More ›

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