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Cory’s Chart Corner
Many 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.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Monthly Archives: October 2019
Amazon profiting with banned garment producers
Garments made in Bangladeshi factories that major retailers have banned as unsafe are finding their way onto Amazon’s site for sale in the U.S. WSJ investigates Amazon’s apparel supply chains and the impact of its marketplace on garment factory workers. … Continue reading
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Earnings recession, oil co strains and doubling defaults
Many relevant observations in this segment on growing financial strain. A decade of low rates and excess liquidity has led to a brutal investment set presently on offer. This will change in the next clearing event, when present holders are … Continue reading
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Holding producers responsible for the waste they create
Jeff Linton says by making producers responsible for recycling the waste they produce we can solve the waste crisis, create jobs and reduce environmental impacts. Here is a direct video link.
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