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Big news out today on CNBC about Gilead drug cured all 125 people from serious COVID-19 conditions within 5 days, This is amazing to hear, stocks are popping today up 3-5% which is to be expected for this type of news but the damage to the financial markets has already been done. But early data recently...
Posted to
Technical Traders Ltd.
by
Chris Vermeulen
on
04-17-2020
Filed under:
Filed under: forecast, technical, analysis, prediction, crisis, banking, collapse, credit, coronavirus, covid19, cnbc, crushed, finance [Edit Tags]
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Farm delinquencies skyrocket +24% year over year as global trade issues and the ability to service credit continues to be a problem. This is a tell-tale sign that the US Fed decreased the Prime Rate recently as a result of broader credit issues related to higher interest rates for corporate and other...
Posted to
Technical Traders Ltd.
by
Chris Vermeulen
on
11-04-2019
Filed under:
Filed under: technical, ADL, TTL, rate, crash, housing, credit, 2008, delinquency, q4, skyrocket [Edit Tags]
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Michael Lewitt is one of my favorite credit analysts. If I want to know what is happening in the credit markets, one of my first calls is to Michael. He has been doing deep dives into some rather esoteric markets as well as traditional bonds over the course of his career, and he really understands what...
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There Is Gambling in the House? I Am Shocked… Opacity and Credit Default Swaps No Access for Spain Denver, Maine, and Carlsbad Rick: How can you close me up? On what grounds? Captain Renault: I'm shocked, shocked to find that gambling is going on in here! – From the classic scene in...
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IN THIS ISSUE: 1. Old Debts Threaten European Banks 2. Is the Super Committee Doomed to Fail? Introduction We begin today with highlights from a surprising article written by David Enrich and Laura Stevens that appeared in the Wall Street Journal last week. A recent research project...
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The Consequences of Austerity Euro Break-Up – The Consequences Welcome to the Hotel California The Slow March to Recession in the US Preparing for a Credit Crisis What Can You Do About the Weather? Europe, Houston, New York, and South Africa “I am sure the Euro will oblige us to introduce...
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IN THIS ISSUE: 1. Latest Economic Reports – A Little Good News, But… 2. June Unemployment Report Was Dismal 3. The Optimists’ Case for the Economy 4. Debt Ceiling Debate Revisited Introduction Economic news over the last few months has for the most part been disappointing or downright...
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Michael Lewitt is one of the most provocative writers I know. He consistently gives me something to chew on with his monthly letter. How he comes up with all those quotes (usually from sources I have never read but should have) amazes me. He has a unique view of the markets as he run Collateralized Debt...
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Our Monthly Performance Update China: The Economic Elephant in the Room? Chinese Fool's Gold Smoke and Mirrors Superbubbling Over? Trade Earnings of the Impossible Kind? A Drop in the Bucket Interesting Reading Portfolio Performance Analysis Why Pigeons Walk Instead of Fly in Boise Idaho Was the...
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What Does Greece Mean to Me, Dad? Dear Kids, Ubiquity, Complexity Theory, and Sandpiles Fingers of Instability Washington DC, Albuquerque, and Guy Forsythe "To trace something unknown back to something known is alleviating, soothing, gratifying and gives moreover a feeling of power. Danger, disquiet...
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One of my favorite sources of information is The Liscio Report by Philippa Dunne & Doug Henwood. Among other things, each month they survey all the states about tax revenues, expenses and then give us the results in a very pithy fashion. No one pays taxes unless they have to, and thus taxes tell...
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There is the strong possibility that policy makers in the US and UK will not time the transition from the current quantitative easing to a more tightened monetary policy. That is not because they are no competent. It is because the task is very tricky and there is no play book outlining the steps. This...
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This week I offer something unusual for outside the Box, in that I agree on almost all points with my friend David Rosenberg, except he tells it so much better than your humble analyst. David was the former Chief Economist at the former Merrill Lynch (ah, Mother Merrill, we barely knew ye.) and is now...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
07-27-2009
Filed under:
Filed under: Credit, Consumer Spending, Asia, GDP Growth Rate, Stocks, Bond Market, David Rosenberg, Employment, Baby Boomers, DJIA, Home Sales, Recovery, Financials, Comsumer Confidence, Revenues
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Economic recovery… Will it be shaped like a V, U, W or L? Most investors I’ve spoken with recently agree that the economic downturn appears to have reached bottom. However, the consensus calls for us to bounce along the bottom for a while before the economy recovers. Factors affecting consumption...
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I've been in this business a long time. Some days it feels like a very long time. But never in all the years that I've been in the financial markets have I felt like business per se has less impact on my investment decisions. Let me explain. GM shares have gone from being a claim on earnings...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
04-23-2009
Filed under:
Filed under: Middle East, George Friedman, Stratfor, Credit, Geopolitics, Recession, Russia, Asia, Turkey, General Motors, Armenia, IMF, Jihadist War