Thursday 28 June 2018

SP500 Kitchin Cycle

The rise of the SP500 has slowed. Is this year different: tariffs, trade, Powell, debt, USD talk is rocking the world of equities.
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The SP500 Kitchin Cycle.

Sp500 cycle



Other data suggest a market peak is near (the last data point was 2016).

Corporate debt to GDP



Now some fear porn. Tech stocks are at crazy prices vs gold stocks.





Charles Nenner reminder






Original Post: https://ift.tt/2lH5uBc

Tuesday 19 June 2018

Tuesday 12 June 2018

RTT browsing latest..

Please review a collection of WWW browsing results.
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Date Found: Sunday, 04 February 2018, 10:53:56 PM



Comment: McSquared - The Coming War between Trump & The Fed



Date Found: Monday, 05 February 2018, 11:19:42 AM



Comment: Most of the countries in the TOP 5 have massive social welfare programs, so the lazy love this vote.



Date Found: Friday, 09 February 2018, 12:16:46 PM



Comment: Interesting



Date Found: Friday, 09 February 2018, 12:17:03 PM



Comment: Ouch!



Date Found: Friday, 09 February 2018, 10:55:02 PM



Comment: Greater US deficit means lower dollar and inflation (BOA forecast)



Date Found: Saturday, 10 February 2018, 01:48:09 PM



Comment: ITS TIME!



Date Found: Saturday, 10 February 2018, 01:48:56 PM



Comment: MID MARCH GOLD YUAN CONTRACT STARTS, COULD THIS BE BREAK OUT TIME!



Date Found: Tuesday, 13 February 2018, 12:28:12 AM



Comment: This NOT risk control



Date Found: Saturday, 17 February 2018, 11:41:26 AM



Comment: Makes sense!!



Date Found: Wednesday, 21 February 2018, 02:07:22 PM



Comment: Silver, held under the CREEK (resistance), waiting for it to jump over!



Date Found: Wednesday, 21 February 2018, 06:17:49 PM



Comment: A recent survey from the University of Michigan reported consumer sentiment at 99.9 in February, up from 95.7 in January and considerably higher than consensus expectations of 95.5. ...RESULT: Inflation!



Date Found: Friday, 23 February 2018, 12:48:10 PM



Comment: higher interest rates brings volatility..take away the sugar juice, the kids goes nuts!



Date Found: Friday, 23 February 2018, 04:33:10 PM



Comment: Gundlach estimated the fair value on 10Y yields in the USA to current nominal GDP. RTT US 10 yr is going over 3% ... very soon! Say 3% to 3.5%



Date Found: Friday, 23 February 2018, 09:30:46 PM



Comment: The stage is set for the break up of European Union, starting with the up coming Italian Elections youtu.be/Y6-hd27xphY



Date Found: Saturday, 24 February 2018, 01:10:38 PM



Comment: This is what happens when Wall Street Inflation moves to Main Street inflation!



Original Post: https://ift.tt/2HIJIFs