Browse Stacks: Analytics: Fundamentals

20170221_ChinaM1YoY.png
20170221_ChinaM1YoY.png
M1* YoY% change has extended decline in January. China economy is going to burst. *M1 is most approapriate to m...
Dimon
20170215_WTF[1].jpg
20170215_WTF[1].jpg
Ouch!!! Black swan event???
SILVER SINGULARITY
3
5 jan29.PNG
5 jan29.PNG
RESTACK (so far so good) That was extremely close but H&S pattern is still intact So IMO volatility has bot...
SILVER SINGULARITY
1
20170205_bubble3.png (627×290)
20170205_bubble3.png (627×290)
Stock market versus GDP........never higher!
Tim Knight
2
6 feb4.PNG
6 feb4.PNG
This tightening cycle was different than in the past because the last easing cycle was different than in the past!
SILVER SINGULARITY
5 feb4.PNG
5 feb4.PNG
Seriously! Are you guys believing that shit show? Deception, delusion, I think that can be interpreted by what...
SILVER SINGULARITY
3 feb4.PNG
3 feb4.PNG
XLE warning for what's coming? ...Or are oil traders right? (OVX is oil volatility)
SILVER SINGULARITY
1
1 feb4.PNG
1 feb4.PNG
It may only be for political reasons but I doubt it is!
SILVER SINGULARITY
3 feb3.PNG
3 feb3.PNG
HAHAHAHAHHAHAHAHA.....OMG! Jan 2018 numbers are now available: There is (in THEIR opinion!) a greater probability...
SILVER SINGULARITY
Hussman-price-sales-ratio-Jan-17.jpg (600×507)
Hussman-price-sales-ratio-Jan-17.jpg (600×507)
Median price/revenue ratio. Stocks have NEVER been more expensive.
Tim Knight
5
20170130_SEVEN6.jpg (929×707)
20170130_SEVEN6.jpg (929×707)
Stock market capitalization as a percentage of gross domestic income (GDI) is at its second highest level in 90 years
Tim Knight
2
20170130_SEVEN7.jpg (979×782)
20170130_SEVEN7.jpg (979×782)
The price-to-sales on the S&P500 is at its second highest in history, rivaled only by the 2000 bubble.
Tim Knight
9 jan29.PNG
9 jan29.PNG
If you want a good analogy: expanding the balance sheet is like constructing a brick tower. Unwinding it is like...
SILVER SINGULARITY
3
4 jan29.PNG
4 jan29.PNG
Interesting! And this one has such a big divergence with ES since 2011
SILVER SINGULARITY
1 jan29.PNG
1 jan29.PNG
SILVER SINGULARITY
2
correction 2.jpg (1275×476)
correction 2.jpg (1275×476)
Long-term P/E ratio
Tim Knight
1
6 jan23.PNG
6 jan23.PNG
SILVER SINGULARITY
2 jan23.PNG
2 jan23.PNG
After almost 30 trading days in range with less than 2% from high to low on the march contract, liquidity is still...
SILVER SINGULARITY
12 jan22.PNG
12 jan22.PNG
Banks favorite play: volatility games!
SILVER SINGULARITY
4
9 jan22.PNG
9 jan22.PNG
Beware yield seekers! Seems to me as a good candidate for a reversal
SILVER SINGULARITY
2
8 jan22.PNG
8 jan22.PNG
Plz leave comments and ratings on my posts guys Gives me motivation to post more and better God bless you and yo...
SILVER SINGULARITY
10
6 jan22.PNG
6 jan22.PNG
Bears purged?
SILVER SINGULARITY
3 jan22.PNG
3 jan22.PNG
I mean, how obvious can it be! So, everybody is record short VIX, record short bonds, record long oil, SO...
SILVER SINGULARITY
2 jan22.PNG
2 jan22.PNG
Bears have no idea at this point how the current situation is good for them.... and vice-versa for bulls! More...
SILVER SINGULARITY
6
1 jan22.PNG
1 jan22.PNG
I'm back, happy new year guys! Because I think this is it! ...finally!!!
SILVER SINGULARITY
20170117_breslow.jpg (965×503)
20170117_breslow.jpg (965×503)
Here's the rock-solid economy supporting a record-high stock market.
Tim Knight
1
20170114_RV5.jpg (994×780)
20170114_RV5.jpg (994×780)
Reagan and Trump
Tim Knight
3
20170101_GOLD.png
20170101_GOLD.png
Fundamentals still looks bearish for gold. This rally must be sold.
Dimon
7
20161223_US_MoneySupply_2.png
20161223_US_MoneySupply_2.png
Austrian school of economics true money supply for USA (Treasury account excluded). Looks like money supply gro...
Dimon
20161223_US_MoneySupply.png
20161223_US_MoneySupply.png
Austrian school of economics true money supply for USA (Treasury account included). Very interesting developmen...
Dimon
20161217_UST30Y.png
20161217_UST30Y.png
As Austrian school of economis says the main reason for boom/burst circle is credit expansion/contraction. Recent...
Dimon
20161210_MoneySupplyUS_Treasury.png
20161210_MoneySupplyUS_Treasury.png
Austrian school of economic true-money-supply growth rate. Do you anticipate more QE from the FED? I guees new mon...
Dimon
20161208_CAPE.jpg (857×404)
20161208_CAPE.jpg (857×404)
PE levels back to 1929
Tim Knight
5
3 nov28.PNG
3 nov28.PNG
less than 10 points below new ATH with market extremely overbought Imagine how it can go "poof...gone" and I thin...
SILVER SINGULARITY
1
20161128_EuroAreaMoneySupply.png
20161128_EuroAreaMoneySupply.png
M1 is steady declining. This is not going to end well. More troubles is ahead for Europe
Dimon
5 nov24.PNG
5 nov24.PNG
I consider it as a currency, like gold Evidence for me that shows how undervalued it is right now but I think b...
SILVER SINGULARITY
20161117_EOD4[1].jpg
20161117_EOD4[1].jpg
SILVER SINGULARITY
3
BDI.jpg
BDI.jpg
Baltic Dry Index inverse H&S and momentum.
Claws
2
3 nov17.PNG
3 nov17.PNG
I mean... isn't what U should expect before a crash?
SILVER SINGULARITY
4 nov16.PNG
4 nov16.PNG
Short squeeze driven move? Time will tell but I believe that was the case and is logic to me
SILVER SINGULARITY
3 nov16.PNG
3 nov16.PNG
"Everything is in it's right place" https://www.youtube.com/watch?v=CDcpWmHMP7k
SILVER SINGULARITY
1 nov16.PNG
1 nov16.PNG
excellent! As I expected
SILVER SINGULARITY
20161114_EOD5[1].jpg
20161114_EOD5[1].jpg
SILVER SINGULARITY
5 nov14.PNG
5 nov14.PNG
Talking about liquidity, it's very low relative to actual price I think it will evaporate completely if/when we...
SILVER SINGULARITY
4 nov14.PNG
4 nov14.PNG
SILVER SINGULARITY
2 nov14.PNG
2 nov14.PNG
IMO Markets are high and can crash because a lot of people think we still are in the begining of a tightening cycl...
SILVER SINGULARITY
1 nov14.PNG
1 nov14.PNG
I took cnh/hkd as a proxy for cnh/usd because only usd/cnh was available (I needed cnh/usd) That's basically the...
SILVER SINGULARITY
20161110_EOD8[1].jpg
20161110_EOD8[1].jpg
An other big problematic situation building for stocks bulls
SILVER SINGULARITY
2 nov13.PNG
2 nov13.PNG
See the problem? Again: Easing cycle coming, not the opposite
SILVER SINGULARITY
20161112_MoneySupply.png
20161112_MoneySupply.png
Trend change?
Dimon