DHS SELECTS 4 CONTRACTORS TO BUILD PROTOTYPES FOR TRUMP’S BORDER WALL — SOURCE: 08-31-17 ZeroHedge – “DHS Selects 4 Contractors To Build Prototypes For Trump’s Border Wall” — The Department of Homeland Security has finally reached a decision in the long-delayed process of selecting contractors who will build prototypes of President Donald Trump’s promised border wall. The […]
TRIGGER$ September 2017
SII RETAIL AUTO: SLOWING SUV SALES COULD SIGNAL A TURN IN THE MARKET
SII RETAIL AUTO: SLOWING SUV SALES COULD SIGNAL A TURN IN THE MARKET — SOURCE: 08-25-17 WSJ – “Slowing SUV Sales Could Signal a Turn in the Market” — Vehicles account for 20% of retail spending. A crash or even a significant slowdown will impact retail sales and thus GDP. Reasons to Expect a Crash […]
SII INFRASTRUCTURE: MATASII PORTFOLIO IS NOW LONG ONLY MEXICO WALL CONTRACTORS
SII INFRASTRUCTURE: MATASII PORTFOLIO IS NOW LONG ONLY MEXICO WALL CONTRACTORS MATASII INFRASTRUCTURE IS FOCUSED ONLY ON MEXICAN WALL SUPPLIERS IN THE SHORT TERM! WHY? For Trump’s wall, Mexico is out! Government shutdown is in! CNN-Aug 23, 2017 Now, instead of threatening Mexico, Trump is threatening a government shutdown if Congress doesn’t make US taxpayers open their coffers to … Democrats rip Trump’s government shutdown threat for ‘immoral […]
‘DR. COPPER’ IS ALSO WARNING! CROSS MARKET CORRELATIONS RING OF 2000
‘DR. COPPER’ IS ALSO WARNING! CROSS MARKET CORRELATIONS RING OF 2000 — SOURCE: 08-24-17 Seeking Alpha – Andrew McElroy – “A Warning From Dr Copper” — Summary Copper has rallied over 50% from the bear market lows. But it looks toppy here for a number of reasons. How copper, gold, equities and inflation are configured looks […]
PEAK “PEG” – THE S&P HAS NEVER, EVER BEEN THIS EXPENSIVE
PEAK “PEG” – THE S&P HAS NEVER, EVER BEEN THIS EXPENSIVE — SOURCE: 08-24-17 Fasanara Capital – ” “Peak PEG” – The S&P Has Never, Ever Been This Expensive” — Measuring the Equity Bubble In this brief note we discuss how, on some reasonable metrics, the S&P may qualify as the most expensive in history. When compared to potential […]
VALUE LINE COMPOSITE BREAKS MAJOR SUPPORT – AN EARLY SIGN OF A MARKET TOP?
VALUE LINE COMPOSITE BREAKS MAJOR SUPPORT – AN EARLY SIGN OF A MARKET TOP? A key broad market gauge is potentially breaking a major line of support. — SOURCE: 08-18-17 Dana Lyons’ Tumblr – “Did Stocks Cross The ‘Median’?” — The VLG is an equally-weighted index of approximately 1700 U.S. stocks. It’s unique in its […]
HINDENBURG OMEN: OPENED MAY 31ST – 8 OBSERVATIONS AND GROWING
HINDENBURG OMEN: OPENED MAY 31ST – 8 OBSERVATIONS AND GROWING Over the last few weeks, a cluster of Hindenburg Omens have been erupting across the major equity indices… In fact, as @AlpePinnazzo notes, the size of the cluster is flashing a major warning… We had previously warned of this as they are ALL OPEN UNTIL NOV 7TH
TECH INTERNALS TANKING – NASDAQ RATIO CRASHES TO RECORD LOW
TECH INTERNALS TANKING – NASDAQ RATIO CRASHES TO RECORD LOW The relative performance of the Nasdaq 100 Equal Weight ETF (QQEW) just hit an all-time low when compared with the cap-weighted QQQ ETF. — SOURCE: 08-17-18 Dana Lyons’ Tumblr -“Tech Rally Internals Tank: Nasdaq Ratio Crashes To Record Low” — On an equal-weight basis, the Nasdaq […]
THE S&P 500 IS OVERVALUED ON 18 of 20 VALUATION METRICS
THE S&P 500 IS OVERVALUED ON 18 of 20 VALUATION METRICS — SOURCE: BoAML via Taken From 08-17-17 – “The S&P 500 Is Now Overvalued On 18 Of 20 Valuation Metrics” — According to Bank of America: based on the 20 most widely used valuation metrics, the S&P remains substantially overvalued on 18 of 20 valuation […]