TRANSCRIPTION: IN-DEPTH – A SPECULATIVE LOOK INTO THE FUTURE AGENDA – THE COMING FIAT CURRENCY FAILURE GLOBALIZATION, FINANCIALIZATION & COORDINATED MONETARY POLICIES THE PERFECT STORM AN UNHOLY TRINITY THE BIG REVERSAL THE COMING MINSKY MOMENT POSSIBLE EMERGING STAGES A FIAT CURRENCY FAILURE GLOBALIZATION, FINANCIALIZATION & COORDINATED MONETARY POLICIES Warren Buffet likes to use a broad view […]
NOVEMBER S&P 500 TARGETS TARGETS S&P500 WE REACHED OUR INTERMEDIATE TOP TARGET OF ~2570 WE CAN NOW EXPECT A YE / YB CORRECTIVE CONSOLIDATION INITIAL SCARE ~ 2.5 -4% ( 2470 CONSOLIDATION INITIAL DOWNSIDE MOMENTUM TEST ~ 8% ( ~2360) CORRECTION ~ 10% (~2300) CURRENT S&P 500 SUPPORT FOR NEAR TERM RETRACEMENTS ARE: THERE IS A […]
NOVEMBER UPDATE: INITIAL SIGNAL OF 12 MMA CUTTING 24 MMA
S&P 500 HITS OUR INTERMEDIATE UPSIDE TARGET OF 2570
NOVEMBER 2017 UPDATE: POST 2008 BOUNDARY CONDITIONS
MONEY MARKET, MUTUAL FUND & INSTITUTIONAL CASH LEVELS ARE AT ALL-TIME LOW “A decade of financial repression has turned cash into trash,” says INTL FCStone’s Vincent Deluard, commenting on his firm’s finding that mutual funds are holding only 3.3% of assets in cash. Meanwhile, money market funds as a percent of long-term assets have fallen […]
BLOOMBERG: “INVESTORS CAN EITHER BUY BUBBLES OR BE LEFT FAR BEHIND!” — SOURCE: 11-09-17 Bloomberg – “In 2017, Investors Can Either Buy Bubbles or Be Left Far Behind” — Equal-weighted ‘Bubblicious’ portfolio up more than 120% YTD Chinese real estate, short volatility, duration all rewarded The best way to crush the crowd in 2017? Buy […]
QUARTERLY EARNINGS – Q3 2017 https://insight.factset.com/hubfs/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110317.pdf
ANNUAL EARNINGS – 2017 https://insight.factset.com/hubfs/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110317.pdf
