– SII: RETAIL AUTO – AUTO OEMs PLAN TO FLOOD THE MARKET WITH 50 NEW ELECTRIC CAR MODELS – DESPITE MASSIVE LOSSES?? — SOURCE: 10-02-17 ZeroHedge – “Auto OEMs Plan To Flood Market With New Electric Car Models Despite Massive Losses” — Last month we noted that Tesla really outdid itself in 2Q 2017 by […]
TRIGGER$ October 2017
THE “ICARUS RALLY” AUTHORS SEES A LITTLE MORE TO GO WITHIN THE “GREAT DISRUPTION”
THE “ICARUS RALLY” AUTHORS SEES A LITTLE MORE TO GO WITHIN THE “GREAT DISRUPTION” BofA’s chief investment strategist Michael Hartnett originally coined the term “Icarus Rally” to define the rally driven by “Big Global QE and Big Global EPS”. The Icarus Rally was based on Disruption, Demographics, Debt continuing to prove deflationary, thereby tying the hands […]
SII: RETAIL – “CHART OF DOOM” WITH “Toys R Us”
– SII: RETAIL – RETAIL “CHART OF DOOM” WITH “Toys R Us” — SOURCE: 09-19-17 ZeroHedge – “Here Is The Retail “Chart Of Doom”, Now With Toys “R” Us” — After claiming its 27th victim of the year in the form of the Toys ‘R’ Us bankruptcy filed earlier this morning, the Amazon-induced retail bloodbath of 2017 has […]
SII RETAIL: INSIDERS VIEW – A LANDLORD’S VIEW OF THE BRICK & MORTAR MELTDOWN
SII RETAIL: INSIDERS VIEW – A LANDLORD’S VIEW OF THE BRICK & MORTAR MELTDOWN NEED TO KNOW Surviving Retailers will do it the same way the savviest brick tenants are thriving today: By selling at the same price one can get anywhere on the net (never being undersold), by having great customer service, and By […]
VIDEO TRANSCRIPTION: IN-DEPTH – TIME TO BATTEN DOWN THE HATCHES & REEF THE SAILS!
TIME TO BATTEN DOWN THE HATCHES & REEF THE SAILS? PERFECT STORM? As fall approaches, we have entered a often scary time for the market and Investors. We have all the ingredients of serious problems which we have discussed in previous videos. Now however we have: In Washington, a Three Headed Policy Monster in the […]
AN ARCHAIC GDP FORMULA HIDES THE FACT THE USA IS ALREADY IN A DEPRESSION!
AN ARCHAIC GDP FORMULA HIDES THE FACT THE USA IS ALREADY IN A DEPRESSION! — SOURCE: 09-28-17 Baker & Company Advisory Group, – “We Are Already In Depression (If Borrowing Money Is Not Income)” — The U.S. economy is not as solid as it appears. Statistical anomalies hide profound weakness. We examine actual GDP and […]
SAM ZELL: RETAIL REAL ESTATE IS A “FALLING KNIFE” – “THIS IS NOT THE TIME TO BE BUYING ANYTHING!”
SAM ZELL: RETAIL REAL ESTATE IS A “FALLING KNIFE” – “THIS IS NOT THE TIME TO BE BUYING ANYTHING!” — SOURCE: 09-26-17 CNBC via ZeroHedge – “This Is Not A Time To Buy Anything” – Sam Zell Warns Retail Real Estate Market Is A “Falling Knife” — CNBC’s cheerleading staff had a very difficult time […]
SYNTHETIC CDO’s ARE BACK! – SURE SIGN OF GREED OVERCOMING RISK
SYNTHETIC CDO’s ARE BACK! – SURE SIGN OF GREED OVERCOMING RISK — SOURCE: 07-26-17 Bloomberg – “Citi Is Bringing Back One of the Most Infamous Bets of the Credit Crisis” — Post-crisis, Jia Chen has become the face of market’s revival Citigroup dominates, but Wall Street eyes bigger slice of pie Photographer: David Paul Morris/Bloomberg […]
LEVERAGED LOAN VOLUMES SOAR PAST 2007 LEVELS AS “COV-LITE” DEALS SURGE
LEVERAGED LOAN VOLUMES SOAR PAST 2007 LEVELS AS “COV-LITE” DEALS SURGE — SOURCE: 09-25-17 ZeroHedge – “Levered Loan Volumes Soar Past 2007 Levels As “Cov-Lite” Deals Surge” — If a surge in covenant-lite levered loans is any indication that debt and equity markets are nearing the final stages of their bubbly ascent, then perhaps now […]