MORGAN STANLEY: “CLIENT CASH IS AT ITS LOWEST LEVEL” AS INSTITUTIONS DUMP STOCKS TO RETAIL — SOURCE: 10-17-17 ZeroHedge – “Morgan Stanley: “Client Cash Is At Its Lowest Level” As Institutions Dump Stocks To Retail” — The “cash on the sidelines” myth is officially dead. Recall that at the end of July, we reported that in […]
WHAT THE CAPE/VIX RELATIONSHIP TELLS US IS LOOMING AHEAD We were in the process of writing about the technical pattern in the VIX when we came across some research by Peter Schiff of Euro Pacific Capital illustrating the historical correlation of the CAPE/VIX Ratio to US Recessions go back to 1990. We have been warning about a […]
GDP IS A BOGUS FINANCIAL CONCEPT WHEN DEBT DOMINATES — SOURCE: 10-19-17 Charles Hugh Smith, OfTwoMinds blog – ” GDP Is Bogus: Here’s Why” — The rot eating away at our society and economy is typically papered over with bogus statistics that “prove” everything’s getting better every day in every way. The prime “proof” of rising prosperity […]
SII: DEFENSE – TRUMP TRADE IS A DEFENSE TRADE – UP 40% SINCE ELECTION Since Nov. 8, the iShares U.S. Aerospace & Defense exchange-traded fund has risen 40 percent. Kratos Defense & Security Solutions, AeroVironment and Aerojet Rocketdyne have been the best-performing components in the fund, more than doubling their stock values. Geopolitical tensions, along […]
WORRIES OF A TRUMP TAX PLAN FAILURE MOUNT AT EXACTLY THE WRONG TIME Chart Courtesy of ZeroHedge.com Happy Anniversary Black Monday October 19th, 1987 Chart Courtesy of ZeroHedge.com
SII MONOLINES: HEAVY PUT BUYING IN MBIA AMID RECENT NEGATIVE COMMENTARY ON PUERTO RICAN DEBT MATASII.COM’s 06-05-17 SET-UP MATASII.COM’s 06-05-17 UPDATE — SOURCE: 10-18-17 StreetInsider.com — Heavy Put Buying Continues in MBIA (MBI) Amid Recent Negative Commentary on Puerto Rican Debt from President Trump -Susquehanna Susquehanna options strategist Alison Edwards noted continued bearish options flow in MBIA […]
