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zcm00s7wlq2a1.jpg (960×625)
zcm00s7wlq2a1.jpg (960×625)
Tim Knight
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chart8.png (517×384)
Tim Knight
2022-11-28_12-37-55.jpg (948×542)
2022-11-28_12-37-55.jpg (948×542)
Tim Knight
2
fredgraph.png (700×866)
fredgraph.png (700×866)
Asset Value of Household Real Estate, 1987-2022
Tim Knight
3
fredgraph.png (700×716)
fredgraph.png (700×716)
Housing Production Versus House Prices Since Q2 1995
Tim Knight
2022-11-18_07-02-44.jpg (929×579)
2022-11-18_07-02-44.jpg (929×579)
Y/Y And M/M Existing Home Sales, 2005-2022
Tim Knight
3
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r1kgo7m4y61a1.jpg (640×490)
Tim Knight
2
XLE, energy sector (oil and gas)
XLE, energy sector (oil and gas)
Energy sector froggies in a pot that will oh so slowly come to a boil (disclosure: short Energy).
NFTRH
2y10s spread.jpg (689×476)
2y10s spread.jpg (689×476)
2y10y curve closed at the most inverted level in 40 years last night
Tim Knight
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image-10.png (979×780)
Tim Knight
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image-12.png (980×778)
Tim Knight
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image-13.png (979×780)
Tim Knight
slopechart_JOE.jpg
slopechart_JOE.jpg
50/100 MA Cross. Seems a decent chart.
kingofthenw
Contra Corner Why The Fed Is Gonna Break Some Serious Financial Furniture - David Stockman's Contra Corner
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
Tim Knight
Contra Corner Why The Fed Is Gonna Break Some Serious Financial Furniture - David Stockman's Contra Corner
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
Tim Knight
Contra Corner Why The Fed Is Gonna Break Some Serious Financial Furniture - David Stockman's Contra Corner
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
Tim Knight
qoce0cajtgx91.jpg (640×384)
qoce0cajtgx91.jpg (640×384)
Tim Knight
slopechart_ITB.jpg
slopechart_ITB.jpg
Getting close to the trend line
Baby Bear
2022-10-28_05-44-50.jpg (938×572)
2022-10-28_05-44-50.jpg (938×572)
Americans' Savings Rate Plunges Near Record Lows As Inflation Overwhelms Income Growth
Tim Knight
1
FgGG7xCWAAQ1_eM (1576×834)
FgGG7xCWAAQ1_eM (1576×834)
Tim Knight
3
2022-10-25_06-03-00.jpg (937×575)
2022-10-25_06-03-00.jpg (937×575)
Home Prices Plunge Most Since 2009
Tim Knight
2
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sip9ahq5pdv91.jpg (640×488)
Tim Knight
6m.png (1565×1157)
6m.png (1565×1157)
6 Month Treasury Yield
Tim Knight
1
Contra Corner The Folly Of Central Banking In One Country, Parts 1 & 2 - David Stockman's Contra Corner
Contra Corner The Folly Of Central Banking In One Country, Parts...
Household Financial Asset Versus Nominal GDP, 1987-2021
Tim Knight
1
2022-10-18_11-00-58.jpg (1015×614)
2022-10-18_11-00-58.jpg (1015×614)
The latest recession probability models by Bloomberg economists Anna Wong and Eliza Winger forecast a higher recessio...
Tim Knight
Contra Corner No Pivot For You! - David Stockman's Contra Corner
Contra Corner No Pivot For You! - David Stockman's Contra Corner
Y/Y Change In CPI For Shelter And Its Components, 2012-2022
Tim Knight
1
Contra Corner No Pivot For You! - David Stockman's Contra Corner
Contra Corner No Pivot For You! - David Stockman's Contra Corner
CPI for Services, 2012 to 2022
Tim Knight
kdc.jpg
kdc.jpg
Message from KimDotCom. With a name beginning with Kim shouldn't he be CEO of North Korea or somewhere like that?
Claws
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49mn2r0vqkt91.jpg (640×630)
Tim Knight
1
2022-10-13_05-37-36.jpg (954×514)
2022-10-13_05-37-36.jpg (954×514)
Sadly, real wages are lower for Americans for the 18th straight month...
Tim Knight
1
slopechart_ITB.jpg
slopechart_ITB.jpg
Lots of room to the downside
Baby Bear
2
.75% rate hike probability rises with commodity bounce, inflation indicators go the other way – Notes From the Rabbit Hole
.75% rate hike probability rises with commodity bounce, inflatio...
Gold vs. Inflation Expectations has popped above the SMA 50. If you're a gold bug and want to see a solid rally in...
NFTRH
.75% rate hike probability rises with commodity bounce, inflation indicators go the other way – Notes From the Rabbit Hole
.75% rate hike probability rises with commodity bounce, inflatio...
CME Group now up to nearly 73% forecast of +.75% on Nov. 2nd.
NFTRH
1
.75% rate hike probability rises with commodity bounce, inflation indicators go the other way – Notes From the Rabbit Hole
.75% rate hike probability rises with commodity bounce, inflatio...
While inflation expectations fade DBC bounces. I am short DBC and want to see the divergence resolve downward.
NFTRH
.75% rate hike probability rises with commodity bounce, inflation indicators go the other way – Notes From the Rabbit Hole
.75% rate hike probability rises with commodity bounce, inflatio...
Inflation expectations continue to fade.
NFTRH
2022-10-04_07-53-01.jpg (954×514)
2022-10-04_07-53-01.jpg (954×514)
Biden's political emptying of the SPR has left it with a record low of just 22 days supply...
Tim Knight
1
case shiller plunge_2.jpg (1279×694)
case shiller plunge_2.jpg (1279×694)
Home Prices Crash At Fastest Pace Since Lehman Bankruptcy
Tim Knight
2
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unnamed (7)_496.png (803×513)
The Fed’s fund rate has climbed 300bp in 12M, leading to extreme moves across markets. In particular, the third...
Tim Knight
The Big Short Squeeze Is Coming | ZeroHedge
The Big Short Squeeze Is Coming | ZeroHedge
Tim Knight
2
FdscXfAWIBY2FrP (1092×817)
FdscXfAWIBY2FrP (1092×817)
It's just all so beautiful..........
Tim Knight
Interest-national-debt-july-2022-chart-3.jpg (1000×750)
Interest-national-debt-july-2022-chart-3.jpg (1000×750)
According to CBO’s projections, interest payments would total around $66 trillion over the next 30 years and wou...
Tim Knight
1
‘Last inflated man standing’ needs a crutch – Notes From the Rabbit Hole
‘Last inflated man standing’ needs a crutch – Notes From t...
"Last inflated man standing" may be joining the bear fest.
NFTRH
Last ditch for the speculative inflation trades – Notes From the Rabbit Hole
Last ditch for the speculative inflation trades – Notes From t...
Last ditch support for the most speculative 'inflation trade' stuff. Brutally bearish weekly chart.
NFTRH
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2022-09-20_08-16-39.jpg (640×495)
Tim Knight
1
2022-09-16_11-49-51.jpg (977×530)
2022-09-16_11-49-51.jpg (977×530)
Tim Knight
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2022-09-16_09-48-30.jpg (856×527)
Tim Knight
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2022-09-16_09-30-37.jpg (973×504)
Tim Knight
average home selling before list price.png (1200×900)
average home selling before list price.png (1200×900)
Tim Knight
1
mortgage payments up 38%.png (1200×900)
mortgage payments up 38%.png (1200×900)
Tim Knight
slopechart_SIVB.jpg
slopechart_SIVB.jpg
downtrending channel
Baby Bear
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fredgraph.png (700×866)
Tim Knight
fredgraph.png (650×866)
fredgraph.png (650×866)
Tim Knight
2022-09-01_07-02-31.jpg (973×539)
2022-09-01_07-02-31.jpg (973×539)
US Manufacturing Surveys Signal Weakest Growth In Over 2 Years, Prices Paid Plunges
Tim Knight
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u7gpto6rbtj91.jpg (487×498)
Tim Knight
2
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unnamed-2_10.jpg (1002×536)
Tim Knight
fredgraph.png (700×716)
fredgraph.png (700×716)
Inflation-Adjusted 30-Year Mortgage Rate, 1979-1985
Tim Knight
fredgraph.png (700×716)
fredgraph.png (700×716)
Inflation-Adjusted 30-Year Mortgage Rate, 2000-2022
Tim Knight
2
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2022-08-23_07-12-38.jpg (1007×542)
Months Supply of New Homes, 2000-2022
Tim Knight
3
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housing starts permits aug 22.jpg (1238×631)
Housing Starts Crater In July As Bottom Falls Out Of The Market
Tim Knight
2022-08-15_16-37-11.jpg (825×612)
2022-08-15_16-37-11.jpg (825×612)
PMI survey point to continued deceleration that appears to be steeper/more severe than what we saw in 2019.
Tim Knight
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home buyer vs home builders.jpg (1236×631)
Tim Knight
NAHB Aug 2012.jpg (1237×631)
NAHB Aug 2012.jpg (1237×631)
Homebuilder Confidence Plummets For 8th Consecutive Month, Worst Slump Since 2007 Crash
Tim Knight
1
empire state 2022-08-15_7-19-49.jpg (1237×610)
empire state 2022-08-15_7-19-49.jpg (1237×610)
NY Fed Manufacturing Unexpectedly Craters In 2nd Biggest Drop On Record
Tim Knight
4
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co2xz052m3h91.jpg (500×532)
Tim Knight
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman's Contra Corner
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Y/Y Change In 16% Trimmed Mean CPI, 1984-2022
Tim Knight
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman's Contra Corner
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Y/Y Change CPI Services, Excluding Energy Services, 1991-2022
Tim Knight
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman's Contra Corner
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Nevertheless, with July’s “mere” 8.5% Y/Y increase in the CPI, real weekly wages plunged by -3.2%. That mark...
Tim Knight
Contra Corner Why Today's Inflation Challenge Would Have Flummoxed Even Paul Volcker - David Stockman's Contra Corner
Contra Corner Why Today's Inflation Challenge Would Have Flummox...
Real Yield In 10-Year UST, 1979-2022
Tim Knight
Contra Corner Why Today's Inflation Challenge Would Have Flummoxed Even Paul Volcker - David Stockman's Contra Corner
Contra Corner Why Today's Inflation Challenge Would Have Flummox...
Y/Y Change In Total Compensation Cost Index For All Private Sector Workers, 2002-2022
Tim Knight
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unnamed (6)_440.png (847×463)
It's nice to see that humanity still has SOME intelligence left. What a wipeout! Wow!
Tim Knight
2022-08-01_09-53-03_0.jpg (966×594)
2022-08-01_09-53-03_0.jpg (966×594)
Atlanta Fed Slashes Q3 GDP Growth As PMI Plunges
Tim Knight
1
fredgraph.png (700×816)
fredgraph.png (700×816)
Owners’ Equity in Real Estate, 2000-2022
Tim Knight
FYCc943XwAE1w5d (650×498)
FYCc943XwAE1w5d (650×498)
Recession is here, no matter what the Biden blog tries to redefine it as........
Tim Knight
4
fredgraph.png (700×716)
fredgraph.png (700×716)
Retail Inventory-to-Sales Ratio For General Merchandise Stores, 2007-2022
Tim Knight
30yr on the way to 2.5%? – Notes From the Rabbit Hole
30yr on the way to 2.5%? – Notes From the Rabbit Hole
30yr yield headed to 2.5% (monthly chart) even as the eggheads prepare to hike.
NFTRH
30 year treasury bond yield
30 year treasury bond yield
30 year yield headed to 2.5% (daily chart) even as the eggheads prepare to hike.
NFTRH
fredgraph.png (700×816)
fredgraph.png (700×816)
Purchasing Power of The Consumer Dollar Since January 2000
Tim Knight
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fredgraph.png (700×716)
Inflation-Adjusted Fed Funds Rate, 2008-2022
Tim Knight
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2022-07-20_12-34-00.jpg (986×606)
US pump prices have tumbled now for 34 straight days, President Biden's approval rating has just collapsed to a ne...
Tim Knight
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vklrdzvwv3c91.jpg (640×684)
Tim Knight
1
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ln4epo3cu4c91.jpg (640×747)
Tim Knight
2
fredgraph.png (700×716)
fredgraph.png (700×716)
Y/Y Change In PPI for All Commodities, 1947-2022
Tim Knight
1
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image - 2022-07-15T071246.477.png (1280×777)
Tim Knight
1
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2022-07-14_19-04-32.jpg (1141×719)
China GDP Growth Plunges In Q2
Tim Knight
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fredgraph.png (700×716)
Y/Y Change In CPI For Hotels And Restaurants, 2012-2022
Tim Knight
4
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fredgraph.png (700×716)
Y/Y Change In CPI Services, 2018-2022
Tim Knight
10
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tl654r3frcb91.png (560×474)
Tim Knight
1
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2022-07-12_10-41-48.jpg (464×677)
For four of the last 5 months, the S&P 500 has fallen by an average 0.78% on CPI day...
Tim Knight
2
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2022-07-12_13-12-45.jpg (1057×656)
3M10Y spread is collapsing...
Tim Knight
2
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2022-07-12_06-35-27_0.jpg (1053×655)
Yield curve (2s10s) tumbling to its most inverted since 2007...
Tim Knight
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2022-07-12_07-37-23.jpg (1056×660)
Tim Knight
1
2022-06-30_11-55-36.jpg (1080×709)
2022-06-30_11-55-36.jpg (1080×709)
The Short-end of the curve was the hardest hit, with 2Y rising 220bps in H1 and 30Y up 123bps...
Tim Knight
2022-06-30_09-06-15_0.jpg (1084×709)
2022-06-30_09-06-15_0.jpg (1084×709)
The US economy saw false hopes of recovery in Q1 of 2022, only to have that slapped in the face of optimists in Q2...
Tim Knight
2022-06-29_05-32-24.jpg (500×357)
2022-06-29_05-32-24.jpg (500×357)
GDP deflator—the mother of all inflation measures—-got re-pinned to +8.2%. That’s the highest gain since June 1981!
Tim Knight
1
inflation expectations and gold stocks
inflation expectations and gold stocks
It's wrongheaded, but the inflation bugs are damaging gold stocks once again as inflation rolls over. Hint: you ne...
NFTRH
1
T-Bill yield up, RINF down today – Notes From the Rabbit Hole
T-Bill yield up, RINF down today – Notes From the Rabbit Hole
Curious divergence today as 3 mo. T-bill yield is up, inflation expectations tracker down.
NFTRH
current account US vs Russia.jpg (1273×619)
current account US vs Russia.jpg (1273×619)
Tim Knight
fredgraph.png (700×866)
fredgraph.png (700×866)
Purchasing Power of Consumer Dollar Since December 2019
Tim Knight
3
slopechart_RBLX.jpg
slopechart_RBLX.jpg
Chart a bit complicated, but it is all support and resistance. RBLX doesn't want to quit. Right now just over pr...
Violet
2
2022-06-15_16-31-07_0.jpg (1002×565)
2022-06-15_16-31-07_0.jpg (1002×565)
'Misery' Index (adjusted using CPI and LFPR) to its worst since Jimmy Carter was president...
Tim Knight
3