Browse Stacks: Business


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slopechart_UBS.jpg
slopechart_UBS.jpg
this is fine
Baby Bear
slopechart_VNO.jpg
slopechart_VNO.jpg
wowser
Baby Bear
slopechart_XLF.jpg
slopechart_XLF.jpg
in the news
Baby Bear
slopechart_SLG.jpg
slopechart_SLG.jpg
commercial RE plunge
Baby Bear
bfm4F5C_2.jpg (1030×585)
bfm4F5C_2.jpg (1030×585)
Tim Knight
1
A deflationary yield curve steepener
A deflationary yield curve steepener
Deflation scare upcoming in 2023 IMO. Yield curve indicates the first impulse. Linked post explains.
NFTRH
FDIC net unrealized losses.jpg (1004×767)
FDIC net unrealized losses.jpg (1004×767)
Tim Knight
slopechart_ALLY.jpg
slopechart_ALLY.jpg
perfect bounce off the 61.8% Fib
Baby Bear
1
6lqdrjb7byna1.png (544×516)
6lqdrjb7byna1.png (544×516)
99% of borrowers have a mortgage rate lower than the current market rate
Tim Knight
1
Empire State manufacturing survey
Empire State manufacturing survey
Cost-push inflation? I don't think so. Not in manufacturing. Prices along with several other indicators tanking in...
NFTRH
slopechart_$NDX/$SPX.jpg
slopechart_$NDX/$SPX.jpg
NDX/SPX
Ren
slopechart_$SPX.jpg
slopechart_$SPX.jpg
opened above the trendline
Baby Bear
slopechart_AIG.jpg
slopechart_AIG.jpg
are they sweating yet?
Baby Bear
so9e0yd2egma1.jpg (1554×680)
so9e0yd2egma1.jpg (1554×680)
Tim Knight
1
wm6al35xvcma1.png (680×369)
wm6al35xvcma1.png (680×369)
Tim Knight
2023-03-06_14-35-20.jpg (1280×768)
2023-03-06_14-35-20.jpg (1280×768)
Tim Knight
slopechart_UEC.jpg
slopechart_UEC.jpg
Which way?
Baby Bear
1
bfmBD1B.jpg (991×606)
bfmBD1B.jpg (991×606)
Finally, for some context as to how massively the market has shifted its perception about The Fed's rate trajector...
Tim Knight
bfm4CCB.jpg (1053×585)
bfm4CCB.jpg (1053×585)
The pivot is gone and the terminal rate has soared and yet stocks refuse to face reality...
Tim Knight
2023-03-03_05-06-09.jpg (802×413)
2023-03-03_05-06-09.jpg (802×413)
Tim Knight
https://substack-post-media.s3.amazonaws.com/public/images/529378e6-4a03-4f0e-88f8-dbaa9359732c_689x450.png (689×450)
https://substack-post-media.s3.amazonaws.com/public/images/529378e6...
Taylor Rule suggests rates should be at..........10.2%
Tim Knight
slopechart_RRC.jpg
slopechart_RRC.jpg
Can it hold?
Baby Bear
slopechart_ITB.jpg
slopechart_ITB.jpg
Home builders testing short term support
Baby Bear
slopechart_BILL.jpg
slopechart_BILL.jpg
Beautiful
Baby Bear
7clll9z0e5ja1.jpg (1200×579)
7clll9z0e5ja1.jpg (1200×579)
Tim Knight
2
1yrcb6chkpia1.png (1587×902)
1yrcb6chkpia1.png (1587×902)
Tim Knight
San Francisco Bay Area Housing Market Crashes, Prices Plunge 35% From Crazy Peak | ZeroHedge
San Francisco Bay Area Housing Market Crashes, Prices Plunge 35%...
Tim Knight
San Francisco Bay Area Housing Market Crashes, Prices Plunge 35% From Crazy Peak | ZeroHedge
San Francisco Bay Area Housing Market Crashes, Prices Plunge 35%...
Tim Knight
unnamed (6)_735.png (581×299)
unnamed (6)_735.png (581×299)
The gap between base rates and earnings yields has closed - no more TINA.
Tim Knight
unnamed (2)_789.png (1280×655)
unnamed (2)_789.png (1280×655)
The 6mth T-Bill breaches 5% for 1st time since 2007.
Tim Knight
1
unnamed (1)_802.png (1251×758)
unnamed (1)_802.png (1251×758)
When was last time you could earn 5% in a 1-Year Treasury Bill? July 23, 2007.
Tim Knight
1
unnamed_893.png (1225×743)
unnamed_893.png (1225×743)
The gap between SPX and the 10 year (inverted) stays very wide.
Tim Knight
market reaction CPi.jpg (899×521)
market reaction CPi.jpg (899×521)
Historical reactions to CPI
Tim Knight
core CPI 2.jpg (1068×441)
core CPI 2.jpg (1068×441)
Year over Year CPI
Tim Knight
1
headline CPI chart.jpg (1071×444)
headline CPI chart.jpg (1071×444)
CPI and components
Tim Knight
2 year treasury note yield
2 year treasury note yield
2yr yield ticks a higher high to the last high, and Stagflation has to be brought back into the discussion (linked p...
NFTRH
slopechart_LNC.jpg
slopechart_LNC.jpg
Earnings after the close
Baby Bear
Baltic Dry Index, commodities & inflationNotes From the Rabbit Hole
Baltic Dry Index, commodities & inflationNotes From the Rabbit Hole
Commodity/Inflation bulls avert your eyes... or better yet, don't.
NFTRH
slopechart_ALLY.jpg
slopechart_ALLY.jpg
Heavy losses in the car lending business? Tough short
Baby Bear
Inflation Expectations | Notes From the Rabbit Hole
Inflation Expectations | Notes From the Rabbit Hole
So we have a booming jobs report... and the bond market's inflation signaling is not buying it.
NFTRH
January Payrolls +517,000 | Notes From the Rabbit Hole
January Payrolls +517,000 | Notes From the Rabbit Hole
Hazel servicing the guests aboard the Good Ship Lollipop... boy is she ever servicing them!
NFTRH
1
Time to stare at the long-term Uranium price | Notes From the Rabbit Hole
Time to stare at the long-term Uranium price | Notes From the Ra...
If you like a looooong-term base that has turned up then you like the Uranium price.
NFTRH
slopechart_XLE.jpg
slopechart_XLE.jpg
pushing at the upper level
Baby Bear
3bbhbluxf2ea1.png (640×509)
3bbhbluxf2ea1.png (640×509)
A look at house payments vs income ratio. Housing market has never been this unaffordable (in history
Tim Knight
1
slopechart_AXP.jpg
slopechart_AXP.jpg
perfect trend line touch today; earnings Friday
Baby Bear
slopechart_ALLY.jpg
slopechart_ALLY.jpg
back to the fitty
Baby Bear
2 year US Treasury bond yield
2 year US Treasury bond yield
Proof positive that market analogs will fuck you up when you least expect it as stock bear began well ahead of the...
NFTRH
2 year Treasury bond yield
2 year Treasury bond yield
When the 2yr Treasury yield breaks down we're gonna be in for some excitement, probably bullish initially and then...
NFTRH
2023-01-05_12-37-27.jpg (771×583)
2023-01-05_12-37-27.jpg (771×583)
Negative-yielding debt has gone from almost TWENTY TRILLION down to NOTHING!!!!
Tim Knight
uxtthjvu3a9a1.jpg (640×606)
uxtthjvu3a9a1.jpg (640×606)
Tim Knight
5
xop/xle ratio of energy sector internals
xop/xle ratio of energy sector internals
If you believe in this internal indicator (XOP/XLE ratio) and you're an Energy bull, 'ruh roh!' might be the appropri...
NFTRH
slopechart_/NG.jpg
slopechart_/NG.jpg
Natty Heikin Ashi
Baby Bear
2
Philly Fed manufacturing survey for december
Philly Fed manufacturing survey for december
Philly Fed has decline to the pleasant 'Goldilocks' zone, conveniently during the Q4-Q1 market relief seasonal pha...
NFTRH
2022-12-18_12-00-18.png (500×376)
2022-12-18_12-00-18.png (500×376)
Tim Knight
natural gas futures price
natural gas futures price
NatGas is falling apart, seasonal negative and "the last inflated man standing" (Energy) is in trouble.
NFTRH
household vs establishment dec 2022 delta.jpg (1280×754)
household vs establishment dec 2022 delta.jpg (1280×754)
Tim Knight
1
zcm00s7wlq2a1.jpg (960×625)
zcm00s7wlq2a1.jpg (960×625)
Tim Knight
chart8.png (517×384)
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
r1kgo7m4y61a1.jpg (640×490)
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
image-10.png (979×780)
image-10.png (979×780)
Tim Knight
image-12.png (980×778)
image-12.png (980×778)
Tim Knight
image-13.png (979×780)
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
sip9ahq5pdv91.jpg (640×488)
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
49mn2r0vqkt91.jpg (640×630)
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
unnamed (7)_496.png (803×513)
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
2022-09-20_08-16-39.jpg (640×495)
2022-09-20_08-16-39.jpg (640×495)
Tim Knight
1