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How To Survive Today’s Bubbly Market

Authored by James Rickards via Bonner & Partners, To paraphrase one of the great gems of Wall Street wisdom, “Nothing infuriates a man more than the sight of other people making money.” That’s a pretty good description of what happens during the late stage of a stock market bubble. The bubble participants are making money […]


“Sell The News”: Investors Greet Tax Reform With Near-Record Redemptions

Earlier this week, as Trump’s tax reform was finally being voted through Congress, we showed that in a surprising market reaction, total asset returns – those combination of S&P and 30Y Treasurys – saw their biggest two-day drop since last December, a shock which led to one of the biggest declines for risk-parity investors in […]


“In The End, There Was Absurdity” – The Great Crash Of 2018?

Authored by Tuomas Malinen, op-ed via Huffington Post, Crises always take longer to arrive than you think, and then happen much quicker than they ought to. – Rudiger Dornbusch An eerie calm has taken over the world markets. Volatility is crashing, and economic and political shocks come and go without any noticeable effect on the […]


Beware The Falling Knives: The ECB Has Some Bad News For Junk Bond Buyers

Two weeks ago, as part of our continuing coverage of the Steinhoff fiasco in which it emerged that the ECB was the mystery and (not so) proud buyer of just issued Steinhoff (now junk) bonds (maturing in 2025 but set for bankruptcy much sooner) and which lost more than half of their value overnight when […]


The ECB Has Some Bad News For Junk Bond Buyers

Two weeks ago, as part of our continuing coverage of the Steinhoff fiasco in which it emerged that the ECB was the mystery and (not so) proud buyer of just issued Steinhoff (now junk) bonds (maturing in 2025 but set for bankruptcy much sooner) and which lost more than half of their value overnight when […]


Bond Markets Really Are Signalling A Slowdown

Authored by Lakshman Achuthan and Anirvan Banerji via Bloomberg.com, Analysts shouldn’t dismiss the yield curve’s message just because inflation expectations have been declining in recent years.   When it comes to the economic outlook, the bond market is smarter than the stock market. That Wall Street adage appears to be on the money from a […]


BofA “Is So Bullish, It’s Bearish”: Expects “10% Or Greater Correction” For 2018

Just two weeks ago, Bank of America’s Chief Investment Strategist Michael Hartnett came out with what was more or less the most apocalyptic big bank forecast for the coming year. In it, he predicted that the market would not only peak in the first half of 2018, and that there would be a flash crash […]


Mauldin: The Bonfire Burns On

Authored by John Mauldin via MauldinEconomics.com, “Life invests itself with inevitable conditions, which the unwise seek to dodge, which one and another brags that he does not know, that they do not touch him; but the brag is on his lips, the conditions are in his soul. If he escapes them in one part they […]


The Perfect Storm (Of The Coming Market Crisis)

Authored by Lance Roberts via RealInvestmentAdvice.com, It is always refreshing to step away from the keyboard for a few days and hit the “reset button,” which is exactly what I did last week. My wife and I took a quick trip to Mexico to get a little sun on our face while we wiggled our […]


2nd Largest Gunmaker Nears Default As Americans Buy Fewer Firearms Post-Obama

2017 has seen the biggest drop in American firearms sales in history. After 8 years of almost incessant rises in NICS Firearms Checks (a proxy for 'legal' arms sales) under President Obama… source: NICS 2017 has seen a considerable drop (year-to-date) – the biggest on NICS records… source: NICS This sudden drop in demand after […]


Dollar Dives To 6-Week Lows As Fed Fears Market ‘Partying Like Its 1999’

1999-like parties are breaking out everywhere across financial markets… First things first, US Financials Conditions are partying like its way easier than 1999…   The Philly Semiconductor index is partying like its 1999…   But what happens next? Meltup time?   S&P 500 Valuations are partying like its 1999… The spread between German and US […]


Yield Curve Crash Continues As Stocks Surge On Biggest Short-Squeeze In 11 Months

Ignore gold, ignore earnings expectations, ignore the dollar, ignore the yield curve… and…   German stocks sum it all up… Buy The F**king German Government Crisis… (even as EUR stays weaker)   Record Highs all around in 'Murica…   As once again the European Session (green boxes) cominated the ramp…   As VIX was slammed […]


Bubble Dynamics and Market Crashes

Authored by James Rickards via The Daily Reckoning, To paraphrase one of the great gems of Wall Street wisdom, “Nothing infuriates a man more than the sight of other people making money.” That’s a pretty good description of what happens during the late stage of a stock market bubble. The bubble participants are making money […]


Hunting Angels: What The World’s Most Bearish Hedge Fund Will Short Next

It's not easy being "the world's most bearish hedge fund", a description we first conceived nearly three years ago, and one look at Horseman Capital's returns over the past three years confirms it: after generating market-beating returns for much of its existence, things went bad in 2015, and much worse in 2016… … when the […]


“Nightmare On Bond Street”: HY Turmoil Leads To Third Largest Junk Outflow In History

Following this month’s drop in junk bond prices and the 40 bps spread widening in high yield last week – the largest since November 2016 – Bank of America has come up with an apt title for its weekly fund flow report: “Nightmare on Bond Street”… … and with good reason: last week, US junk […]