nVidia is in the same position as Sun Microsystems was in the early days of the dot-com bubble.
— Robert Graham 𝕏 (@ErrataRob) June 21, 2024
Sun had the leading edge web servers, the smartest engineers, the most respect in the industry. If you were dot-com startup, you bought Sun servers. Smart engineers wouldn't come work…
Lumber futures prices are falling hard this week, as it sinks in that a recession is coming, especially in housing. https://t.co/2OEw9bdpiQ pic.twitter.com/61NLSAXlES
— Tom McClellan (@McClellanOsc) June 21, 2024
Japanese bankruptcies by month #MacroEdge pic.twitter.com/byCvNCeKoX
— Don Johnson (@DonMiami3) June 21, 2024
Still a horror show when scanning sector relative strength (ex tech, CS) pic.twitter.com/axthoTPAfe
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) June 21, 2024
The #market has continued to rise over the last two weeks, even as #liquidity reverses. pic.twitter.com/2bF2Jyqyoa
— Lance Roberts (@LanceRoberts) June 21, 2024
I keep hearing this "strong US economy" narrative from the Fed who overly focus on payrolls. Really? The plunge in the Citi US Economic Surprises Index is getting attention just recently, but take a look at the Bloomberg measure -it is crashing to basement levels! H/T @SoberLook pic.twitter.com/4DSseGTXBG
— Albert Edwards (@albertedwards99) June 21, 2024
"In May of 2024, when the S&P was hitting record highs a CLO AAA tranche toook 25% haircut, signaling something is very broken with the system.
— g (@antzmrah) June 21, 2024
And then it happened again.
...investors in the AAA tranche of a loan backed by UK shopping malls are facing losses, in what may be… https://t.co/xPtRoOGpL4 pic.twitter.com/f8TgN8Q7dH
"Credit agencies have mis-rated more than $100bn of commercial real estate debt, including at least a dozen deals that maintain top investment-grade ratings even though the borrowers are in default.
— g (@antzmrah) June 21, 2024
...Single-loan deals now make about 40 per cent of the nearly $700bn in… pic.twitter.com/3OdL02dtiB
At some point of time this chart is going to reverse really hard. Unfortunatelly I bet housing market will need to crash by record ever level.
— GregTheAnalyst (@Analyst_G) June 20, 2024
And 1980 isn't 2024, but true it was also a "big cycle" rotatation process.
Housing market is negative equity just like cars. https://t.co/gI1L061jOp pic.twitter.com/UGiEww6ikF
We have seen countless comparisons of current $NVDA stock price with Cisco during dotcom bubble. Taking a look at price to sales is probably more meaningful.
— Michael A. Arouet (@MichaelAArouet) June 20, 2024
Ht @AugurInfinity, btw give them a follow, great charts. pic.twitter.com/3UYcn2Vdbz
Hello, #Fed, when exactly does this start qualifying as a supply-chain issue? pic.twitter.com/ehuSEXIZr2
— Richard Bernstein Advisors (@RBAdvisors) June 20, 2024
My latest Chart In Focus article, "Yield Curve’s 15-Month Lag", is posted at https://t.co/DiMegggTQm. pic.twitter.com/UgdRA14PzJ
— Tom McClellan (@McClellanOsc) June 21, 2024
We're in the midst of a sharp downturn in commercial real estate construction
— Lance Lambert (@NewsLambert) June 20, 2024
Office 📉
Retail 📉
Industrial 📉
via @WellsFargo pic.twitter.com/lfXTCyQoEp
Wow. U.S. household stock allocation has reached an all-time high @NDR_Research pic.twitter.com/EqJjKVkzRB
— Kevin Gordon (@KevRGordon) June 20, 2024
Possible spike in inventory accumulation before layoffs. https://t.co/TwDWYlsnHm
— g (@antzmrah) June 19, 2024
China's new home prices from 2011 to 2024
— g (@antzmrah) June 18, 2024
Declining since around 2021
"Yuan devalued" around 2015-2016, which may happen in the near term again.
A currency devaluation would boost exports and flood the world with Chinese goods, which would likely be responded to by increased… pic.twitter.com/5h4mHlcZlr
The "Hopes and Dreams" ratio is the difference between the current #value of the #market that is NOT explained by underlying #fundamentals. In other words, this is the premium investors are paying for #equities.@thedailyshot pic.twitter.com/YPRH4Fs7Nv
— Lance Roberts (@LanceRoberts) June 17, 2024
Tech vs. Commodities highest since March 2000 pic.twitter.com/rjoG6Slz0e
— g (@antzmrah) June 4, 2024
If Foreign Holders of US Equities at All-Time Highs, and the last time it occurred was during the bubble of 1999-2000, followed by 9/11 and a Middle East war, what could happen after what may happen next?
— g (@antzmrah) June 17, 2024
.
.
Two notable peaks:
The dot-com bubble around 2000, where allocation… pic.twitter.com/nDzLVwFSYH
🇨🇦 Canada bankruptcies 532 companies.
— Alex Joosten (@joosteninvestor) June 15, 2024
𝗛𝗶𝗴𝗵𝗲𝘀𝘁 𝘀𝗶𝗻𝗰𝗲 𝘁𝗵𝗲 𝗚𝗹𝗼𝗯𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗖𝗿𝗶𝘀𝗶𝘀!
Chart: @tEconomics pic.twitter.com/7OTjTlC9D1
variable annuities are where money goes to die
— Adam Collins (@eversightwealth) May 5, 2020
reviewing one that charged:
- 0.93% in fund fees
- 1.15% in extra riders
- 1.35% in mortality expenses
and of course it was in an IRA. a tax-deferred product in a tax-sheltered account, like wearing a raincoat indoors pic.twitter.com/z6zosZXbO1
"Implications of $517 billion in unrealized losses for the American economy.
— g (@antzmrah) June 16, 2024
1. Impact on Bank Solvency and Stability
Capital Erosion: Unrealized losses can erode the capital buffers of banks, [insurance companies, pensions and small investors through bond and stable value… https://t.co/BAZGTIT9t6 pic.twitter.com/p7ReWHpCsx
Japan is in worse shape, along with some big economies who have gone past the point of being able to pay off accumulated debt.
— g (@antzmrah) June 16, 2024
Look for some more inflationary spirals on top of Turkey, Lebanon and Egypt.
The Venezuelan Bolivar, Myanmar Kyat, Lao Kip, Nigerian Naira, Angolan… pic.twitter.com/RPvUJ2IrAH
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