Category: Stocks / Bonds

Two FED Presidents Hit The Alarm Over The Broken Treasury Market
18. 11. 2021 No Responses

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
27. 8. 2021 No Responses

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
23. 4. 2021 No Responses

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
26. 3. 2021 No Responses

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
22. 3. 2021 No Responses

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
18. 3. 2021 No Responses

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
4. 3. 2021 No Responses

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
22. 2. 2021 No Responses

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
10. 2. 2021 No Responses

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
8. 2. 2021 No Responses

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
25. 1. 2021 No Responses

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
22. 1. 2021 No Responses

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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Stock Broker Robinhood Financial fined $65 million by SEC for misleading users
18. 12. 2020 No Responses

Stock Broker Robinhood Financial fined $65 million by SEC for misleading users

Robinhood Financial has been fined $65 million for misleading its stock market customers about how the company makes its revenue from their trades, the Securities and Exchange Commission said Thursday. The SEC fine comes one day after regulators in Massachus...
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European Bond Market Disappears As ECB Takes Over
13. 12. 2020 No Responses

European Bond Market Disappears As ECB Takes Over

Back in 2015 alter media published an article titled “The IMF Just Confirmed The Nightmare Scenario For Central Banks Is Now In Play” which referenced an IMF research report which found that in a few years time, pervasive QE would...
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BoJ Is Now The Biggest Owner Of Japanese Stocks
6. 12. 2020 No Responses

BoJ Is Now The Biggest Owner Of Japanese Stocks

Bank Of Japan Is Now The Biggest Owner Of Japanese Stocks With $434 Billion Portfolio. The combination of a state-run institution, the BOJ, and the country’s representative public pension fund, the GPIF, buying up local equities feels distorted. The Japanif...
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