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  1. proslijedio/la je Tweet
    29. sij

    Buckle up. Oil & copper plunging while gold rallies? This only happened a few other times in history: During the Great Recession & just prior to the EM meltdown. Commodities are clearly acting like a selloff in stocks is approaching.

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  2. proslijedio/la je Tweet
    26. sij

    New nightmare scenario: Your on a 737 MAX with coronavirus infected people, flying in Iranian airspace, long futures with no WiFi access.

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  3. proslijedio/la je Tweet
    24. sij

    14:52:34 BLOOMBERG HELP DESK: How can we help? 14:52:01 ME: There is a hyphen in front of all my prices and the numbers are red. I have never seen this before 14:53:34 BLOOMBERG HELP DESK: This is what happens when a price goes negative 14:53:52 ME: What are you talking about?

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  4. proslijedio/la je Tweet
    10. pro 2019.

    Buybacks & the Bull market (Thread) Flow of funds in and out of US equities since the start of the Bull market began in Mar, 2009 by BAML shows that over the period the net actions of the largest groups of investors was as follows:

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  5. proslijedio/la je Tweet
    7. pro 2019.

    "Gold cannot fully replace government bonds in a portfolio, but the case to reallocate a portion of normal bond exposure to gold is as strong as ever."

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  6. proslijedio/la je Tweet
    27. stu 2019.

    Congratulations to the ! 😀 You've successfully created the most extreme, pre-collapse yield-seeking bubble in U.S. history! With lower return prospects than Aug 1929! While encouraging a debt bubble where half of all "investment grade" debt is one step above junk!

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  7. proslijedio/la je Tweet
    24. stu 2019.

    The Impending End of A Mania... An important ratio of commodities versus equities just reached a fresh 50-year low resembling two prior significant US stock market peaks in 1972 and 2000. Here is the laundry list of imbalances and catalysts today:

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  8. proslijedio/la je Tweet

    Our very own asks an EXTREMELY important question: WTF is going on? Seriously though, you don't want to miss this interview between the two CEOs talking finance at the highest level.

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  9. proslijedio/la je Tweet
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  10. proslijedio/la je Tweet
    7. stu 2019.

    MacroVoices and welcome to the show to discuss the macro themes of the last quarter of 2019 and what to expect next, what is next for the Chinese economy, long short pairs trade in software industry and more.

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  11. proslijedio/la je Tweet

    Darius Dale () of Risk Management dropping some truth bombs in this fascinating interview. He discusses his macro framework and explains how it shapes his investing outlook. Watch now:

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  12. proslijedio/la je Tweet
    7. stu 2019.

    Augusto Nunes o mais novo herói nacional.

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  13. proslijedio/la je Tweet
    2. stu 2019.

    My updated thoughts on the corporate debt threat...Over the past 12 months, non-financial S&P 500 cash balances have declined by $185 billion, or 11%, the largest percentage decline since at least 1980

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  14. proslijedio/la je Tweet
    1. stu 2019.
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  15. proslijedio/la je Tweet

    In a nod to All Hallows' Eve, here are a few scary charts. Note that they may not be representative on a weight-of-the-evidence approach. It's one-sided bear porn for a 😱 day. 1 / Smart money is woefully less optimistic about a further rally than the dumb money

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  16. proslijedio/la je Tweet
    29. lis 2019.

    Hashtag em primeiro lugar! Agora é esperar o choro da ong da pombinha...

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  17. proslijedio/la je Tweet

    já está com 12 vezes mais tweets do que a tag esquerdista "# A r m a s N ã o". CONTINUEM SUBINDO!

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  18. proslijedio/la je Tweet

    We mashed up ’s Bin Laden speech with ’s al-Baghdadi speech, and the results are amazing

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  19. proslijedio/la je Tweet

    Bora subir a hashtag !

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