GLOBAL FINANCIAL SYSTEM FACING MORE THAN A PERFECT STORM – IT MAY PROVE TO BE OF BIBLICAL PROPORTIONS! The following major shifts each have the potential to push government bond yields and mortgage rates higher. In combination, they create a toxic combination that could bring about the greatest surge in interest rates in decades. 1. […]
HYG, JNK, TNX, TRIGGER$ June 2018
CREDIT CYCLE WARNING: EMERGING MARKET SOVEREIGN BONDS CHEAPER THAN US HIGH YIELD! — SOURCE: 06-14-18 Forbes – “When Will The High-Yield Credit Bubble Burst?” — U.S. Federal Reserve Chairman Jerome Powell speaks during a news conference June 13, 2018 in Washington, DC. After a two-day meeting the Chairman Powell announced that the Fed will increase […]
HYG, JNK, TNX, TRIGGER$ June 2018
CREDIT CYCLE WARNING: EMERGING MARKET SOVEREIGN BONDS CHEAPER THAN US HIGH YIELD! — SOURCE: 06-14-18 Forbes – “When Will The High-Yield Credit Bubble Burst?” — U.S. Federal Reserve Chairman Jerome Powell speaks during a news conference June 13, 2018 in Washington, DC. After a two-day meeting the Chairman Powell announced that the Fed will increase […]
HYG, JNK, TNX, TRIGGER$ June 2018
HIGH YIELD SPREAD EXPECTATIONS HEADING INTO A RECESSION “HY spreads do not have a recessionary look at all” … but let’s see what happens when the QE stops buying corporate bonds. “The energy sector suggest there is some chance of a recession in 12 months, but not sooner.”
GOLD PRICE MANIPULATION – A COMPREHENSIVE GUIDE by JAMES RICKARDS — SOURCE: 05-15-18 GoldCore – “Gold Price Manipulation – A Comprehensive Guide By James Rickards” CHRIS POWELL, Secretary/Treasurer Gold Anti-Trust Action Committee Inc. In his latest book, “The New Case for Gold,” fund manager, geopolitical analyst, and financial letter writer James G. Rickards may have summarized […]
INFORMATION TECHNOLOGY 97% OF S&P 500 TOTAL YTD RETURNS AND DOMINATED BY FANG+ Information Technology accounts for 97% of the S&P 500’s total return performance YTD…
MICROSOFT’S LACK OF REVENUE GROWTH HIGHLIGHTS THE SOURCE OF TECH BUBBLE — SOURCE: 06-06-18 EconMatters – “Tech Bubble 2.0” — Microsoft`s recent purchase of GitHub for for 7.5 Billion in stock tells us a couple of things about financial markets right now. Namely, the number being discussed for GitHub was around 3 Billion, and Microsoft […]
AAPL, AMZN, MSFT, TRIGGER$ June 2018
THE FOUR STOCKS THAT ACCOUNT FOR OVER 2/3’s OF 2018 S&P TOTAL RETURNS — EXTRACTED FROM: 05-16-18 ZeroHedge – “These 4 Stocks Account For Over Two-Thirds Of 2018’s S&P Return” — It’s MANA that matters as just four stocks – Microsoft, Apple, Amazon, and Netflix – were responsible for over 68% of the S&P 500’s total return […]
HYG, JNK, TNX, TRIGGER$ June 2018
HY:IG RATIO AT LEVELS HEARKENING BACK TO RISK ERA OF OCTOBER 1997 & JUNE 2007 — EXCERPTED from: 06-07-18 ZeroHedge – “Does Deutsche Bank’s Junk Bond Firesale Mean The Party Is Over? “– Less than a month ago, Moody’s warned that “the prolonged environment of low growth and low interest rates has been a catalyst for striking changes in […]