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Central bank balance sheets have tripled since the global financial crisis a decade ago.
Debt Reckoning: More than 4T of junk bonds to mature over next decade.
Chinese Shadow Bank Lending Unexpectedly Plummets, Sparking China Growth Fears
Investing in Chinese Stocks—投资大中华地区股市: Unpreced...
From the same report, this chart shows the ROE versus ROIC. The red line is SOEs, yellow private firms. The profitabi...
Investing in Chinese Stocks—投资大中华地区股市
From a China Merchants Bank analyst report. This chart shows financing costs (yoy % growth) for private firms (...
Yield curve collapsing
2018-07-09 (3).jpg (890×469)
Fed's Underlying Inflation Gauge Warns Of Imminent Inflation Surge
My only "long" position in life - - multiple SF real estate holdings.
Infographic: Where The Gender Pay Gap Is Widest | Statista
Blinking Red Bubble Light: Stock Market Investor Margin Debt Rea...
Margin debt & S&P500
hong kong centaline.jpg (890×405)
Hong Kong real estate
BofA's "Charts Of Darkness" | Zero Hedge
2-10y T yield spread and recessions
clearly showing the relationship of the gold price to the energy costs for mining it out of the ground
auto loan delinquencies subprime auto loans
subprime auto loan defaults are above Great Recession levels and rising
US China trade war 1 chart.jpg (890×596)
US-China Trade War Summarized In One Chart
World's most systemically important financial institutions were falling dramatically.
Risk on rally in junk for June! HYG currently pays a 30 day yield of 5.76% on fund holdings rated BB grade and und...
OPEC plans to increase production in the 2nd half of this year. E&P companies topping out here ? Watching for fa...
Interest Rates Rising At Fastest Clip In 20 Years
Here Is The Stunning Reason Why Treasury Yields Blew Out In Apri...
In April, Russia liquidated $47.4 billion, half of its US Treasuries, , its lowest holdings since March 2008. Th...
Retail bankruptcies hit an all-time high in the first quarter of 2018, with nearly a dozen prominent U.S. chains f...
The Global Bond Curve Just Inverted
Alternate Unemployment Charts
The ShadowStats Alternate Unemployment Rate for April 2018 is 21.5%.
After slowing in April to +2.6% YoY, PPI surged in May by 3.1% YoY - the biggest price rise since Dec 2011...
How Americans make a living based on their age
Tug-o-war : SPX vs Fed unwinding the balance sheet.
A breathtaking chart about homeowner equity
Dr. Carnac (Johnny, Timmy, Dutchy) please tell us what PIIGS we should deal with NeXt?
Factory Orders Slump - Worst April Since 2012
Chart showing the flattening Treasury yield spreads of the 10-2 and 30-5. At this rate the curve could flatten...
This log chart compares the Gold price (USD) to the short term 2 year Treasury yield. Since gold has no yield is i...
ratio of Gold price to 30 year Treasury yield
AMAZING analog between Deutsche and Lehman
The unemployment rate has come full circle over the past two decades.
Misery index near historic lows. Everybody's happy, I guess.
employment population vs hourly earnings.jpg (890×580)
non in labor force may 2018.jpg (890×512)
Record 95.9 Million Americans Are No Longer In The Labor Force
One of my favorite analogs of all time.
House Price versus Income - - NEVER a larger divergence
Interest rate peak?
TSYs vs USD May 28.jpg (890×474)
We are now at the peak of a similar shape and timed move as the 2008-2011 rebound...
fed tightening cycle.jpg (820×479)
Italian 2 yr yield has given back 3 years of monetary suppression in 6 trading days.
convoy 2.jpg (727×398)
On average, more money chasing the same assets means higher prices while less money means lower prices.
Credit Card Delinquencies Spike Past Financial-Crisis Peak at th...
Credit Card Delinquencies Spike Past Financial-Crisis Peak
https_%2F%2Fs3-us-west-2.amazonaws (3)_5.jpg (684×463)
Using houses as an ATM (cash-out refi)
#end of the tightening cycle?
Global Synchronous Recovery Collapses As Japanese GDP Plunges In Q1
Investing in Chinese Stocks—投资大中华地区股市: 5-Year I...
Inflation expectations are falling. Rates are rising. Deflation is coming.
Rosenberg: S&P "Should Be 1000 Points Lower Than It Is Today" |...
There have been seven recessions since 1965. In five of the seven recessions, gold prices rose.