Outgoing Fed Vice Chair Quietly Covered Up Suspicious Trades Made During March 2020 Market Rout

Outgoing Fed Vice Chair Quietly Covered Up Suspicious Trades Made During March 2020 Market Rout

Several months have passed since FOMC members Boston Fed President Eric Rosengren and Dallas Fed President Robert Kaplan abandoned their posts following a trading scandal that raised questions about senior Fed officials. Now, Richard Clarida, who is already on his...
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Alibaba: Revenue +29% Y/Y, Earnings -38% Y/Y

Alibaba: Revenue +29% Y/Y, Earnings -38% Y/Y

Alibaba on Thursday missed revenue and earnings expectations for the September quarter, as slowing economic growth in China weighed on results, adding to regulatory headwinds. Here’s how Alibaba did in its fiscal second-quarter, versus Refinitiv consensus e...
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Two FED Presidents Hit The Alarm Over The Broken Treasury Market

Two FED Presidents Hit The Alarm Over The Broken Treasury Market

In the usual post-FOMC meeting jawboning circus, today we had not one but two Fed officials discussing not the topic du jour – Fed policy errors and soaring inflation – but something far more ominous: the broken Treasury market. Just...
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Global Central Banks Have Bought $834mn of Financial Assets Every 60 Minutes

Global Central Banks Have Bought $834mn of Financial Assets Every 60 Minutes

While most sellside analysts and strategists are throwing in the towel as the market continues its relentless meltup (one which according to Goldman is becoming increasingly “painful” for the bank’s institutional clients most of whom have ...
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Market Cap Of Money-Losing Companies Surpasses Dot Com Bubble Record

Market Cap Of Money-Losing Companies Surpasses Dot Com Bubble Record

In a recent note from SocGen’s Andrew Lapthorne, the cross-asset strategist summarizes the ongoing market insanity delightfully, saying that “there is an increasingly large number of weird and wonderful signs of market excess, from surging crypto c...
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Something Happened on the Way to Monetary Heaven

Something Happened on the Way to Monetary Heaven

Something Happened on the Way to Monetary Heaven: Janet Yellen’s Plunge Protection Team Has $142 Billion to Play With. Most Americans are unaware of the existence of the Exchange Stabilization Fund (ESF). Together with the Federal Reserve Bank of New...
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WeWork Losing $3.2 Billion Last Year, In Talks With SPAC

WeWork Losing $3.2 Billion Last Year, In Talks With SPAC

The fact that potential investors were even taking meetings with Tel Aviv playboy managed WeWork is a sign of just how few suitable takeover opportunities remain in a market that has been saturated by SPACs (following a decade-plus post-crisis bull...
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Household Portfolios Are Oversized, Unbalanced, & Vulnerable

Household Portfolios Are Oversized, Unbalanced, & Vulnerable

Once again, household portfolios are oversized and unbalanced, driven higher by a massive gain in a single asset (equities). Unbalanced portfolios have proven to be vulnerable to abrupt and sharp corrections. Will history repeat? The most significant vulnerabi...
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JPMorgan Estimates Up To $316 Billion In Forced Month-End Selling

JPMorgan Estimates Up To $316 Billion In Forced Month-End Selling

In one of latest Flows and Liquidity reports, JPM quant Nick Panigirtzoglou writes that as we approach quarter-end, the equity rebalancing flow question is resurfacing in client conversations. As we notes, “the equity rally and the bond sell-off during t...
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Cathie Wood Warns Of Stock Market Correction

Cathie Wood Warns Of Stock Market Correction

ARK Invest’s CIO Cathie Wood joined CNBC’s Scott Wapner last week. She warned of the increasing risk of a stock market correction if rates continue to “sharply” rise. Wood went on to say: “Now one of the things that I found inte...
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The Everything Bubble Has Become More Everything And More Bubble

The Everything Bubble Has Become More Everything And More Bubble

We are less than a month into the Biden administration, and despite a slight down-day for stocks on Tuesday, it is quite clear, according to a slew of commentators, that the Everything Bubble has become more Everything and more Bubble. The...
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NASDAQ Turns 50

NASDAQ Turns 50

Monday marks the 50th birthday of the Nasdaq stock exchange, the world’s first fully electronic stock market and the second-largest exchange in the world in terms of market capitalization. Since stepping onto the scene in 1971, exchanges around the wo...
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Even Goldman Sachs warns of a dangerous bubble

Even Goldman Sachs warns of a dangerous bubble

Goldman Sachs warns of a dangerous bubble, particularly in these 39 stocks: Goldman Sachs isn’t yet ready to state the euphoric stock market is one big bubble nearing an epic pop all over the faces of Wall Street bulls, but...
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The FED’s binary choice

The FED’s binary choice

The FED has a binary choice: preserve America’s global hegemony or further enrich the billionaires. And the Khazarian Criminal Organisation can’t get both. Khazarian Criminal Organisation will fail as a result of three dynamics: diminishing retur...
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The Probability of a Stocks and Some Commodities Markets Crash in 2021: 97% (0.97)

The Probability of a Stocks and Some Commodities Markets Crash in 2021: 97% (0.97)

I publicly predicted market crashes: October 1998, spring 2000 dot .com bubble, 2008 MBS scam/crisis, spring 2020 market meltdown. Now I publicly predict the heavy market crash of 2021. I will publish the exact timing just in tight advance (as...
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