User: Tim Knight: Favorites

List of countries by income equality - Wikipedia
List of countries by income equality - Wikipedia
Countries color-coded by income inequality
Tim Knight
20171012_EOD11.jpg (964×507)
20171012_EOD11.jpg (964×507)
The yield curve collapse means nothing...
Tim Knight
20171007_stock.jpg (962×504)
20171007_stock.jpg (962×504)
As StockBoardAsset shows on the 24-year monthly ratio chart below, bulls have pushed the S&P:VIX price into uncharted...
Tim Knight
1
20170929_vix.jpg (962×503)
20170929_vix.jpg (962×503)
Speculators Have Never Been More Short Volatility
Tim Knight
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20170921_bubble2.png (1024×745)
20170921_bubble2.png (1024×745)
To put this all into perspective, consider these valuations by their percentile ranks. You can see this from the o...
Tim Knight
2-cash-cushion.png (2022×990)
2-cash-cushion.png (2022×990)
Record low cash
Tim Knight
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20170915_umich4.jpg (967×507)
20170915_umich4.jpg (967×507)
Optimism in equities NEVER HIGHER
Tim Knight
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DJsGeTXXkAEZpdK.jpg:large (1998×1290)
DJsGeTXXkAEZpdK.jpg:large (1998×1290)
This is just fuckin' sad - - -not even a 5% drawdown since January 2016. Fuck me.
Tim Knight
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Over 2,000 Years of Economic History in One Chart
Over 2,000 Years of Economic History in One Chart
2,000 Years of Economic History in One Chart
Tim Knight
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Over 2,000 Years of Economic History in One Chart
Over 2,000 Years of Economic History in One Chart
2000 years of economic history in one chart
Tim Knight
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20170824_dow1.png (959×500)
20170824_dow1.png (959×500)
Don't Fight The Fed...Or SWFs, Or SNB, Or Buybacks
Tim Knight
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charts 6.jpg (974×699)
charts 6.jpg (974×699)
Sell the S&P – the stars have aligned: Hedge Fund Telemetry make a living out of market timing. The stars have a...
Tim Knight
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charts 3.jpg (1088×702)
charts 3.jpg (1088×702)
The Most Expensive Market Ever: As TTMYGH points out, the CAPE ratio is a better metric of valuation, as it strips...
Tim Knight
1
20170816_best1.jpg (508×489)
20170816_best1.jpg (508×489)
The S&P 500 has not seen a drawdown of more than 3% since the election last November. As PensionPartners' Charlie...
Tim Knight
20170811_EOD12.jpg (1182×617)
20170811_EOD12.jpg (1182×617)
My favorite analog right now...........
Tim Knight
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tip-tlt-ratio-testing-dual-support-after-falling-hard-june-30.jpg (1295×673)
tip-tlt-ratio-testing-dual-support-after-falling-hard-june-30.jp...
Is the reflation theme now hitting a key support level and about to reverse higher as many are saying the reflatio...
Tim Knight
1
20170628_last.jpg (1160×731)
20170628_last.jpg (1160×731)
f you look really hard at the chart you may notice the one "asset" in the world that 'agrees' with US equities......
Tim Knight
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20170627_odd1.jpg (963×512)
20170627_odd1.jpg (963×512)
The S&P versus Reality
Tim Knight
Investor-Psychology-100k-062417.png (900×541)
Investor-Psychology-100k-062417.png (900×541)
A long view of the psychology of the markets
Tim Knight
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Oil-WTIC-XLE-062217.png (990×591)
Oil-WTIC-XLE-062217.png (990×591)
Since then energy stocks have continued to deteriorate and oil prices have now broken important support. The next...
Tim Knight
SP500-Comparison-061617.png (1102×687)
SP500-Comparison-061617.png (1102×687)
Historically speaking, such levels of exuberance have tended to have poor outcomes for investors who did not reali...
Tim Knight
bradley-model-turn-date-chart.png (927×664)
bradley-model-turn-date-chart.png (927×664)
Bradley Sideograph for 2017
Tim Knight
3
20170615_EOD6.jpg (960×486)
20170615_EOD6.jpg (960×486)
Notably, the US Macro Surprise Index has dropped for 13 straight weeks (since The Fed hiked in March) - this is th...
Tim Knight
1
stock-bond-ratio-could-be-creating-double-top-and-hands-pattern-june-15.jpg (1293×675)
stock-bond-ratio-could-be-creating-double-top-and-hands-pattern-jun...
Below looks at the Stock/Bond ratio (SPX/ZROZ), using the two assets from above. The ratio in our humble opinion,...
Tim Knight
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2sa4gh97yl2z.png (981×664)
The world's most valuable brands
Tim Knight
q1 2017 balance sheet.jpg (1048×915)
q1 2017 balance sheet.jpg (1048×915)
US households total net worth breakdown
Tim Knight
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20170524_FOMC2.jpg (967×507)
20170524_FOMC2.jpg (967×507)
So what happens when The Fed balance sheet normalization begins?
Tim Knight
1
20170523_EOD1.jpg (963×504)
20170523_EOD1.jpg (963×504)
US macro data crashed to its weakest since Feb 2016 (when the world was worried about global recession)...
Tim Knight
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20170501_macro.jpg (964×502)
20170501_macro.jpg (964×502)
"It Fell Off A Cliff": Morgan Stanley's Macro Indicator Just Crashed The Most Since Dec. 2008
Tim Knight
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20170512_gdp1.jpg (963×505)
20170512_gdp1.jpg (963×505)
US Macro Data Crashes To 1 Year Lows
Tim Knight
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How Amazon Killed The Department Store, In Five Charts | Zero Hedge
How Amazon Killed The Department Store, In Five Charts | Zero Hedge
The death of traditional retail
Tim Knight
1
2017.05.03 - Prudent Speculator 2.jpg (1254×1080)
2017.05.03 - Prudent Speculator 2.jpg (1254×1080)
'Reputable' Investing Newsletter To Millennials: "If You Do Not Have 100% In Equities, You Are Crazy"
Tim Knight
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Top Unicorns by Valuation [OC] : dataisbeautiful
Top Unicorns by Valuation [OC] : dataisbeautiful
Top Unicorns by Valuation
Tim Knight
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mmwgshlp2euy.png (2834×1346)
Top brands in the world over the past decade
Tim Knight
"Throwing In The Towel" - US Stock Market Shorts Hit 10-Year Low | Zero Hedge
"Throwing In The Towel" - US Stock Market Shorts Hit 10-Year Low...
It appears the bears have almost fully "thrown in the towel" as short interest in the US equity market's most liqu...
Tim Knight
2
overvalued bofa 1.jpg (981×466)
overvalued bofa 1.jpg (981×466)
A multitude of metrics showing how overvalued the market is right now.
Tim Knight
The Problem No One in DC Wants to Talk About  |  Ricochet
The Problem No One in DC Wants to Talk About  |  Ricochet
While the Beltway class hyperventilates over the latest political gaffe and jockeys for position in the 2018 midterms...
Tim Knight
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more and more.jpg (586×622)
more and more.jpg (586×622)
Citi: Central Banks "Took Over" Markets In 2009; In December The "Unwind" Begins
Tim Knight
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20170404_FEDSPX.jpg (1056×505)
20170404_FEDSPX.jpg (1056×505)
Massive divergence between S&P and the Fed balance sheet
Tim Knight
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transports-could-be-repeating-1999-and-2007-pattern-april-6.jpg (1570×730)
transports-could-be-repeating-1999-and-2007-pattern-april-6.jpg...
The transports are a key cog in our economy, so they also tend to be a key indicator for stocks historically.
Tim Knight
2
ekaQPBpN3nAiAfpOJlKhMEkAz4FAthyiEvUzFMK6YyM.jpg (564×564)
ekaQPBpN3nAiAfpOJlKhMEkAz4FAthyiEvUzFMK6YyM.jpg (564×564)
Purpose
Tim Knight
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0403-specs.png
Sentiment is at RECORD levels. Bulls, beware.
Tim Knight
20170328_stocks.jpg (968×504)
20170328_stocks.jpg (968×504)
The Last Time Americans Felt This Good About Stocks, The Dot Com Bubble Burst 2 Months Later
Tim Knight
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20170324_durgoods2.jpg (961×488)
20170324_durgoods2.jpg (961×488)
Durable Goods Orders have gone nowhere for five years...
Tim Knight
2
The $74 Trillion Global Economy in One Chart
The $74 Trillion Global Economy in One Chart
The $74 Trillion Global Economy in One Chart
Tim Knight
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20170322_six.jpg (966×508)
20170322_six.jpg (966×508)
S&P's Six-Month Cycle Top Strikes Right On Cue
Tim Knight
3
bofa valluation.jpg (773×415)
bofa valluation.jpg (773×415)
Investors Admit Stocks Are The Most Overvalued Since 2000, Rush To Buy Them Anyway
Tim Knight
C7CzYOuU4AE8Suz.jpg:large (1296×675)
C7CzYOuU4AE8Suz.jpg:large (1296×675)
Tim Knight
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6-pack-reflecting-small-support-breaks-march-14.jpg (1567×705)
6-pack-reflecting-small-support-breaks-march-14.jpg (1567×705)
Speaking of broken, wanted to share a few tools we look at behind the scenes, that reflect a couple of small crack...
Tim Knight
20170310_wealth.jpg (961×509)
20170310_wealth.jpg (961×509)
Household Wealth Has Never Been Higher Relative To Income
Tim Knight
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