Internet data mining expert Clif High uses calls what he does “Predictive Linguistics,” to mine the Internet and collects billions of data points to produce forecasts of the future. High has predictions on Trump, gold, silver, housing, stocks, bonds, the dollar, interest rates and even new discoveries that will change the world that are coming out of Antarctica.
H/t reader squodgy:
“The CRASH is already in place for those not in the manipulated financial world. But Mr High says end Feb through March & April will have notable signs of correction and reality checks.”
One day after Toshiba’s new CEO, Satoshi Tsunakawa, pulled a page from the book of his ill-fated predecessor Hisao Tanaka who presided over the biggest accounting fraud scandal in the company’s history, and bowed down during a press conference to apologize to investors, the company’s stock crashed by the limit 20%, bringing its two day loss to 32% and wiping out $5 billion in market cap in two days.
“This time is different”, or maybe it’s just 1929 all over again, because according to Deutsche Bank, after 8 years of easing sent the S&P to all time highs, the only thing that is more bullish than a dovish Fed, is a Hawkish one, and as a result no matter what the Fed does tomorrow, and how it hikes rates, equities can only go “higher.”
The SEC continued its crackdown against market-manipulating masterminds today, when it charged two New Jersey-based traders, 37-year-old Joseph Taub, of Clifton, and 21-year-old Elazar Shmalo of Passaic, with manipulating more than 2,000 stocks and reaping more than $26 million in profits from their successful trades.
Will the financial bubble that has been rapidly growing ever since Donald Trump won the election suddenly be popped once he takes office? Could it be possible that we are being set up for a horrible financial crash that he will ultimately be blamed for? Yesterday, I shared my thoughts on the incredible euphoria that we have seen since Donald Trump’s surprise victory on November 8th. The U.S. dollar has been surging, companies are announcing that they are bringing jobs back to the U.S., and we are witnessing perhaps the greatest post-election stock market rally in Wall Street history. In fact, the Dow, the Nasdaq and the S&P 500 all set new all-time record highs again on Thursday. What we are seeing is absolutely unprecedented, and many believe that the good times will continue to roll as we head into 2017. Continue reading »
Trading is a hard business. The world is becoming a more complicated place: a number out of China may do more to the price of your U.S. shares in a retailer than, well, U.S. retail sales. Yet creeping, dangerously, into the investment advice dialog is the argument that buying and holding no matter what the event is the winning strategy. If you ever needed a “past results don’t guarantee…” disclaimer it’s especially true now. Continue reading »
As the public is told day after day by mainstream media, if stock prices are up in America, it is an indication that all is well in the economy… consumers can consume, investors can invest, and producers can produce as confident citizens gorge on ever more credit (because everything is awesome). So we wonder what the ‘CNBC’ of these two countries would be saying about their stock markets’ massive outperformance…
The blowback began yesterday as #boycottgrubhub took hold on social media. But it appears Americans – as deplorable as they are – are voting with their wallets and dumping Grubhub stock (now down 10% since the CEO explained in a company-wide email that Trump-supporting staff are not welcome and should resign.) However, there are some deeper lessons from this than the typical intolerance on the left and the “I just don’t get it” perspective.
“Middle class America just can’t see the wood for the trees. The last 65 years have been paradisic, but the end is coming and nobody sees it or worse, is even prepared to consider it.
All the pieces are in place, yet I’ve just been in contact with all my lot in the States & they’re either shocked about how the campaign against poor Hillary is going, or upset about the muck raking over Donald’s penchant for young girls. Is he really worse than Bill Clinton?
Nobody can grasp they are both from the Rothschild “end of America” stable.”
“The FTSE 100 share index is now up 30% over five years, whilst earnings have fallen by 80%. On an earnings yield of 1.6%, the stock market could fall by 80% and, provided profits did not fall, would be on a 13x P/E multiple. The Bank of England is proud that they have engineered such a pleasant result but there is now increasing evidence that this is unsustainable.”
In a note to clients released Wednesday, Murray Gunn, the head of technical analysis for HSBC, said he was on red alert for an imminent sell-off in stocks in the light of the price action over the past few weeks. Continue reading »
The reason for Ericsson’s 17% crash, is that the Swedish network maker reported a surprising slump in third-quarter sales and profitability, warning investors that its business was deteriorating faster than expected, with no turnaround in sight.
A curious group of markets – India, Indonesia, The Philippines and Vietnam – have been identified as the best investing opportunities by a group of leading Asia macro strategists, who think that Asia and the emerging markets will considerably outperform the developed world.
While everyone is focused on the US Presidential election, Real Vision TV recently brought together some Asian market experts, to explain why they have recently turned bullish on the region and why institutional money has been underweight the Asian markets for the past five years. A video compilation of the highlights is shown below:
It features some diverse views around the common theme that there are some good opportunities for investors to get in now ahead of the curve. One common theme in the conversations is that investment flows are set to take off in the region, sparked by positive demographic and infrastructure stories, alongside political reform for growth. Continue reading »
…The chief executives of several German blue-chip DAX-listed companies have discussed the state of Deutsche Bank and are even prepared to offer a capital injection if needed to rescue Germany’s largest bank from a potentially crippling penalty in the United States, according to information obtained by Handelsblatt.…
“When it’s important, you have to lie,” is the now well-known mantra from European leaders when the crisis hit. So when a German politician proclaims “you can’t compare Deutsche Bank with Lehman. The bank is in a position to get out of this situation on its own,” it’s time to panic. Just a week after the 8th anniversary of Lehman’s collapse, the multi-trillion dollar derivative book of Deutsche Bank dwarfs that of Lehman… and the credit markets are starting to wake up again.
Following government exclamations that there will be no bailout for Deutsche Bank, Hans Michelbeck – from Merkel’s Christian Democrat-led bloc and a member of German lower house’s finance committee – confirms it is “unimaginable” that the German government would support Deutsche Bank AG with taxpayers’ money.Continue reading »
“When the supposed solutions to the Fed’s dilemma are merely new “problems,” you know you are approaching the cycle’s end… long-term investing is predicated on not just knowing where the happening parties are during the reflationary parts of the cycle but more importantly, knowing when the time has come to leave the dance floor. In our view, that time has already come.”
Tiger cub Robert Citrone said “we believe we are in the midst of the market correction we have been expecting,” adding “It will likely persist over the next 3-4 months and be the largest correction since the 2008 crisis.”
“They are dropping like a stone,” warns one European credit strategist as signals from the bottom of Deutsche Bank’s capital structure signal a “huge increase in the potential for a coupon skip.” With DB stock tumbling towards record lows again (EUR 11 handle), Bloomberg reports, the bank’s 1.75 billion euros ($2 billion) of 6% additional Tier 1 bonds, the first notes to take losses in a crisis, are crashing… as the world’s most systemically dangerous bank faces existential problems once again.
After tactfully warning clients for months that staying invested in US stocks and bonds is an unacceptable risk, overnight Goldman’s Peter Oppenheimer finally changed Goldman’s official “tactical” bias, and as of this moment recommends selling not only bonds, as well as the S&P500 and Europe’s Stoxx 600 “due to elevated valuations across assets and the risk of shocks.“