TRIGGER$ April 2019
MARKET RISK SEEN IN BREADTH, SMALL CAPS & MONEY SUPPLY GROWTH
MARKET RISK SEEN IN BREADTH, SMALL CAPS & MONEY SUPPLY GROWTH The charts are showing larger and growing Bearish Divergences between the major stock averages and their 10-day average Advance / Decline Line Indicators and their Demand Power measures. These are getting pretty significant. The larger and longer they go on, the deeper and longer […]
HEALTHCARE FINDS 100 DMA SUPPORT – IS FANG & NOSH NEXT?
HEALTHCARE FINDS 100 DMA SUPPORT – IS FANG & NOSH NEXT? As Bloomberg notes, valuations are a notoriously poor tool for market timing, and forward earnings estimates could prove to be too low, so this alone shouldn’t necessarily serve as a sell signal. However, notice the divergence in fortunes between tech and health care that’s […]
BOJ NOW TOP 10 SHAREHOLDER IN 50% OF NIKKEI
BOJ NOW TOP 10 SHAREHOLDER IN 50% OF NIKKEI Japan’s central bank is quietly nationalizing its entire market. The BOJ has gone from being a Top 10 holder in 40% Japanese stocks last March, to 50% just one year later. The Bank of Japan Is Now A Top-10 Shareholder In 50% Of All Japanese Companies. […]
CHINA CURRENTLY DRIVING US TREASURY YIELDS HIGHER
CHINA CURRENTLY DRIVING US TREASURY YIELDS HIGHER …the story is the cyclical upturn in China something commodities were foreshadowing. The slew of better data out of China is turning yields back higher along with it. China CPI, M2, Exports, and Aggregate Financing all turning higher off the lows The bounce in the data has been […]
SMART MONEY POSITIONED FOR LATE 2020 RECESSION
THE SMART MONEY NOW POSITIONED FOR LATE 2020 RECESSION & SECULAR STAGNATION Wall Street’s professional investors are preparing for the worst, with two-thirds once again falling into the “secular stagnation” camp ahead of what is now a consensus call for a recession in the second half of 2020. According to the latest monthly Fund Manager […]
GLOBAL TRADE COLLAPSE ON PAR WITH DOTCOM & GFC FALLOUT’S
GLOBAL TRADE COLLAPSE NOW FRIGHTENINGLY ON PAR WITH DOTCOM & GFC FALLOUT’S “An industrial slump has been triggered by a perfect storm of factors, including China’s slowdown, the car industry downturn, Brexit paralysis and Donald Trump’s attempt to upend the international trade system with tariffs on European and Chinese goods,” — The Telegraph. According to […]
WHAT THE CHARTS TELL YOU ABOUT ASSET & PRICE INFLATION
WHAT THE CHARTS TELL YOU ABOUT ASSET & PRICE INFLATION Jesse Colombo at RealInvestmentAdvice.com did a nice job of recapping everything we have been laying out on Inflation over the years. I thought it a good time to reiterate and reinforce what is really happening with Asset and Price Inflation: A very dangerous fallacy has […]
CYCLES: MORE THAN JUST A POST WWII ECONOMIC PROBLEM
CYCLES: MORE THAN JUST A POST WWII ECONOMIC PROBLEM One of the best cycles experts is Harry Dent. The following two charts are from his work. I interviewed Harry a couple of years ago and I encourage you to review the podcast / transcript and charts. The discussion is even more salient today as the […]
MATASII TARGETS – APRIL 2019
MATASII TARGETS – APRIL 2019 SUBSCRIBER CONTENT ONLY SUBSCRIPTION OPTION DETAIL