TRIGGER$ January 2018
HISTORICALLY MONTHLY MOVING AVERAGES DON’T SPREAD TO THIS DEGREE NOR MAINTAIN SPREAD!
SII AUTO – REPOSSESSIONS & USED CAR DEPRECIATION RATES ADDING TO GROWING USED CAR GLUT — SOURCE: 12-21-17 Ethan Gaines, A Cold War Relic Blogspot – “What’s Going On?” — I love selling -cars, the industry gave me a purpose after the shitty experience of being a corporate cog. But I’m truly starting to fear the […]
LARGEST US EQUITY & ETF OUTFLOWS SINCE 2015 CHINESE DEVALUATION MARKET CORRECTION We just got the largest outflow from U.S. equity funds and ETFs since the aftermath of the 2015 yuan deval. “Outflows from US equity funds and ETFs reached $17.47bn this past week – the highest weekly outflow since September 2015,” BofAML writes citing […]
FUNDAMENTALS: MARKET NO LONGER DIFFERENTIATES “GOOD COMPANIES” FROM “BAD ZOMBIE COMPANIES” $20 trillion in global liquidity has turned: Bears into bulls, Shorts into longs, Rendered the distinction between “bad” companies and “good” companies irrelevant as far as share prices are concerned, and Driven cross-asset volatility so low that banks are now clamoring for a piece […]
SENTIMENT: EVERYONE APPEARS TO NOW BE “FULLY IN”! I found this chart somewhere in my recent readings and found it a little startling! Then I read this analysis in “The Heisenberg” where he specifically made up a chart from the NAAIM’s weekly survey, which we report regularly at MATASII.com. … firms are asked to choose a […]
PRIVATE EQUITY FIRMS ABOUT TO GET CRUSHED ON SUBPRIME AUTO BETS — SOURCE: 12-21-17 ZeroHedge – “These PE Firms Are About To Get Crushed By Their Subprime Auto Bets” — In the aftermath of the ‘great recession,’ private equity firms placed massive bets on subprime auto finance companies with the typical “thesis” going something like […]