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Well the narrative has finally changed. The fundamentals in all sectors across the planet have been horrible for years now, especially in the past few months, but last week seems to have been the time that the narrative has finally changed.
I think Ben Hunt's article on blue eye / green eye is relevant.
Also for DB: http://vignette2.wikia.nocookie.net/adventuretimewithfinnandjake/images/1/14/Boy-that-escalated-quickly.jpg/revision/latest?cb=20120922113943
Macro Afternoon
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Asian share markets are in mixed mood as both the BOJ and RBA meetings put
some volatility into local currencies as well as stocks, with dovishness
sendi...
"The Lock-In Effect of Rising Mortgage Rates"
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Today, in the Calculated Risk Real Estate Newsletter: "The Lock-In Effect
of Rising Mortgage Rates"
A brief excerpt:
Here is new working paper from Feder...
Weekly Market Pulse: An Economic Overview
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Over the last two years the evolution of the US economy has been driven by
a return to “normal”. The distortions of the response to COVID had a
profound im...
Year of the Dragon – HK stock picking
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We are quickly approaching the year of the dragon, a special year for
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be born dur...
BIG PICTURE AGRICULTURE'S LATEST NEWS
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1. CLICK HERE to view my other site: Agriculture News Daily. 2. CLICK HERE
to view latest tweets from my favorite Ag-related news sources. 3. See news
lin...
A Slow Motion Slide
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We’ve had quite a weird week – Nasdaq kept selling off to the indifference
of the rest of the world. Nasdaq’s correction reached -11% off the ATH,
while ...
The Oil Refinery Crisis Will Worsen This Winter
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The Oil Refinery Crisis Will Worsen This Winter Tyler Durden Thu,
12/10/2020 - 20:20
*Authored by Julianne Geiger via OilPrice.com,*
It was only to be ex...
FINTS EVENING HIGHLIGHTS (15 Jun 2016)
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China’s total debts amounted to 168.5 trillion yuan ($25.6 trillion) at the
end of 2015, equivalent to 249 percent of gross domestic product, Li Yang
an in...
Responses to readers’ questions, and new forecasts
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[image: Vietnam account set-up]1. The question is: “I got a good run up in
ISJP and was stopped out yesterday-in at 14.23 in august 2012 and out
yesterday ...
Well the narrative has finally changed. The fundamentals in all sectors across the planet have been horrible for years now, especially in the past few months, but last week seems to have been the time that the narrative has finally changed.
ReplyDeleteI think Ben Hunt's article on blue eye / green eye is relevant.
http://www.salientpartners.com/epsilontheory/post/2014/05/25/When-Does-the-Story-Break
Also for DB: http://vignette2.wikia.nocookie.net/adventuretimewithfinnandjake/images/1/14/Boy-that-escalated-quickly.jpg/revision/latest?cb=20120922113943