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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Daily Archives: February 7, 2014
Roach on the consumer “balance-sheet recession”
Good discussion on macro impacts of de-leveraging consumers and the codependent imbalance created between the west and the east during the credit bubble as well as the wasted capital of companies buying back their own over-valued shares rather than investing … Continue reading
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Financial gaming: inmates running the asylum
So far this morning computerized gaming is continuing yesterday’s bets on a weaker Yen and renewed carry trade: stocks are ramping on volume fumes, while bonds are continuing to decouple and warn of deepening deflationary trends. US job creation disappointed … Continue reading
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Retail sector in secular retreat
After a massive over-build in the consumer credit bubble, the retail sector finds itself painfully bloated. The downsizing and layoffs in this sector are only getting started. Here is a direct video link.
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