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Timing & trends

Infographic: The Everything Bubble Is Ready to Pop

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Posted by Jared Dillan - Mauldin Economics

on Monday, 09 October 2017 05:51

20171005 RH ART JD FEATURE

It wasn’t always this way. We never used to get a giant, speculative bubble every 7–8 years. We really didn’t.

In 2000, we had the dot-com bubble.

In 2007, we had the housing bubble.

In 2017, we have the everything bubble.



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Timing & trends

The Top 3 Articles of the Week

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Posted by Money Talks Editor

on Saturday, 07 October 2017 08:16

Screen Shot 2017-10-07 at 7.57.28 AM1. The Wall Street Journal Called Him The Highest Paid Economic and Financial Forecaster in the World - he's here for you right now.

   by Michael Campbell & Martin Armstrong

The World's top forecaster tell you what keeps him up at night. Hint: it will impact you

...read more HERE

2. Mr. Market, what are you telling us about the dollar?

 by Jack Crooks

I have a few different scenarios in my mind and find all of them plausible (see, Orwell’s Doublethink lives in the minds of traders). My continuous question as I watch currency price action: Mr. Market, what are you telling us about the dollar?

Three simple scenarios now rattling in my head:

....continue HERE

3. Marc Faber Warns of Another Market Crash

Peter Schiff touches on a key point the feel-good-investor must now consider: we have never seen a Federal Reserve try to unwind a balance sheet of this size before, no less against the backdrop of robo-trading and real-time news.

....read it all HERE



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Timing & trends

Bob Hoye: The Bitcoin Phenomenon

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Posted by Bob Hoye with Chris Waltzek

on Friday, 06 October 2017 06:35

 

Highlights

 

  • Bob Hoye of Institutional Advisors rejoins the show with an update on the Bitcoin phenomenon. 
  • For the first time in economic history, the masses have a chance to grab the reigns of the money supply, central banks are no longer required. 
  • While institutions such as JP Morgan spread negative rhetoric on the cryptocurrencies, many continue to secretly accumulate vast stockpiles
  • Elliott wave analysis suggests that Bitcoin (BTC) should retrace from the recent $5,000 peak to at least $2,600.
  • Still, the BTC rocketship could continue unabated skyward to $10,000. 
  • The PTB will continue to struggle against cryptos as their system unravels at an increasing pace. 
  • The Greenback is now jeopardized by the introduction of a gold backed petrol contract in China. 
  • The petrol-dollar arrangement of 1974 must now compete in the East with a petrol-gold-Yuan alternative. 
  • Financial bubbles are now the new norm, including junk bonds, US equities, domestic real estate in Canada and even some cryptocurrencies. 
  • A few legendary technophiles, such as John McAfee and Marketwatch.com are suggesting that Bitcoin could climb to a peak of at least $500,000.
  • The S&P has eclipsed year 2000 bubble levels by many metrics, including P/E ratios and Bob Hoye's top indicators. 
  • The credit spread and yield curve remain positive, so equities could continue to surprise on the upside, but the risk offers a meager expected return.


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Timing & trends

Rationality Versus The Market

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Posted by John Rubino - DollarCollapse.com

on Thursday, 05 October 2017 16:00

rational-manThe late stages of financial bubbles are always tough for rational analysts. Focused as they are on the numbers, such analysts are relatively immune to the emotion that drives the action at market extremes, so they find themselves making predictions that turn out to be “wrong” for months and sometimes years. 

Then the cycle turns and the rational analyst is vindicated – though often far too late for his bruised ego and diminished client base to easily recover.

[Recall the scene in The Big Short where hedge fund manager Michael Burry, after suffering months of abuse from his clients for shorting the 2006 housing bubble a bit early, is lambasted by a client who can’t believe Burry has, after the crash, gone long equities — because they’re clearly going to zero. In both cases Burry was right and his clients wrong, but he nevertheless closed up shop and quit the business.]

Anyhow, we’re there again, with governments manipulating all major markets to valuation levels at which previous crashes have occurred. This is leading analysts who focus on historical norms to issue warnings, which turn out to be wrong (stocks are setting new records as this is written), which draw derision from people who see no reason why the party ever has to end. 

A good example is John Hussman, whose eponymous family of funds has been on the wrong side of this market for an uncomfortably long time. Yet he persists, because the numbers don’t lie. From his most recent report to clients:



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Timing & trends

QE4 And Gold, Paulson & Co., Warren Buffett, Plus A Note On Trading Action In The Miners

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Posted by King World News

on Wednesday, 04 October 2017 06:35

KWN-I-1112015-864x400 cBy Bill Fleckenstein President Of Fleckenstein Capital

October 3 – The stock market was slightly higher early on, with the Dow the best index today. Yet for all the euphoria and fanfare about new highs it is interesting to note that FAANG have lost their mojo ever since the big reversal last June. Not that that matters much. Even a horribly disappointing quarter by Tesla wasn’t good enough to see the stock decline to any meaningful degree before it gained ground on the day. Thus, the odds continue to favor more of the same through the end of the year.

....continue reading HERE

....also from KingWorld:

John Embry – We Are Heading Into A Wild Decade Similar To The 1970s



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