User: Tim Knight: Favorites

20171215_HY3.jpg (1019×1080)
20171215_HY3.jpg (1019×1080)
This is "unusual... Must Watch"
Tim Knight
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20171213_seas6.png (768×893)
20171213_seas6.png (768×893)
Fascinating
Tim Knight
DQNUGb2UIAARVCk.jpg:large (817×492)
DQNUGb2UIAARVCk.jpg:large (817×492)
Stock Market Brags by POTUS
Tim Knight
20171201_accel1.png (960×573)
20171201_accel1.png (960×573)
The Dot-Com Bubble
Tim Knight
20171130_never1.jpg (946×485)
20171130_never1.jpg (946×485)
Unless the world comes to a very serious end overnight, global equity markets are about to do something they have...
Tim Knight
20171130_never.jpg (1161×586)
20171130_never.jpg (1161×586)
Unless the world comes to a very serious end overnight, global equity markets are about to do something they have...
Tim Knight
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20171122_EOD6.png (963×505)
20171122_EOD6.png (963×505)
S&P 500 Valuations are partying like its 1999...
Tim Knight
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us-states-population-growth-rate.png (2400×1800)
us-states-population-growth-rate.png (2400×1800)
Population growth over the past 66 years.........poor West Virginia!
Tim Knight
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20171116_opts.jpg (763×509)
20171116_opts.jpg (763×509)
In the past, ISEE readings above 200, i.e., 2 calls bought per every put, have arguably been considered excessivel...
Tim Knight
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20171115_EOD8.jpg (959×1008)
20171115_EOD8.jpg (959×1008)
A beautiful analog...........
Tim Knight
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20171108_nasd.jpg (755×495)
20171108_nasd.jpg (755×495)
No 52-week high in the Nasdaq 100 has ever been accompanied by as few advancing stocks as today’s.
Tim Knight
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20171106_huss3.jpg (668×564)
20171106_huss3.jpg (668×564)
On this measure, market valuations are now more extreme than at any point in history, including the 1929 and 2000...
Tim Knight
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20171106_huss1.jpg (663×521)
20171106_huss1.jpg (663×521)
The chart below shows the median price/revenue ratio of S&P 500 component stocks, which set yet another record hig...
Tim Knight
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6gu72mpsxvvz.png (1580×2680)
6gu72mpsxvvz.png (1580×2680)
Income distribution by state
Tim Knight
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20171101_vix.jpg (941×421)
20171101_vix.jpg (941×421)
The CBOE Volatility Index recorded the lowest monthly average in its history, according to data compiled by Bloomberg.
Tim Knight
$63 Trillion of World Debt in One Visualization
$63 Trillion of World Debt in One Visualization
A World of Debt
Tim Knight
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20171023_EOD2.jpg (961×486)
20171023_EOD2.jpg (961×486)
It has now been 242 days since the US equity market dipped by 3% or more... That has never, ever, happened before..
Tim Knight
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3-Phases-Bull-Market-101917.png (900×673)
3-Phases-Bull-Market-101917.png (900×673)
As I have shown previously, these late stage “melt-ups” are not uncommon. In fact, as shown below, it is somethin...
Tim Knight
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valuation 18 out of 20 bofa.jpg (956×603)
valuation 18 out of 20 bofa.jpg (956×603)
The S&P 500 Is Now Overvalued On 18 Of 20 Metrics
Tim Knight
20171018_EOD9.jpg (968×502)
20171018_EOD9.jpg (968×502)
RECORD: 'crash' risk (SKEW) has never been this high relative to 'normal' risk (VIX)
Tim Knight
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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
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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
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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
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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
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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
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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
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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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