Browse Stacks: Business


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2 july18.PNG
2 july18.PNG
SILVER SINGULARITY
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1 july18.PNG
SILVER SINGULARITY
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Nzgav8o.png (932×547)
Nzgav8o.png (932×547)
Central bank balance sheets have tripled since the global financial crisis a decade ago.
dime
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ajatCiR.png (1115×567)
ajatCiR.png (1115×567)
Debt Reckoning: More than 4T of junk bonds to mature over next decade.
dime
joe-friday-rate-4-pack-all-facing-channel-resistance-with-momentum-lofty-july-13.jpg (1565×735)
joe-friday-rate-4-pack-all-facing-channel-resistance-with-momentum-...
Tim Knight
2018-07-13.jpg (890×450)
2018-07-13.jpg (890×450)
Chinese Shadow Bank Lending Unexpectedly Plummets, Sparking China Growth Fears
Tim Knight
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Investing in Chinese Stocks—投资大中华地区股市: Unprecedented Financing Pressure Crushing China's SMEs, Trillions in Non-Standard Debt Co
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...
LZ8
Investing in Chinese Stocks—投资大中华地区股市
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 (...
LZ8
2018-07-10_12-28-19.jpg (890×468)
2018-07-10_12-28-19.jpg (890×468)
Yield curve collapsing
Tim Knight
2018-07-10_10-46-43.jpg (844×509)
2018-07-10_10-46-43.jpg (844×509)
Tim Knight
2018-07-09 (3).jpg (890×469)
2018-07-09 (3).jpg (890×469)
Fed's Underlying Inflation Gauge Warns Of Imminent Inflation Surge
Tim Knight
1
1994-Present_SF-Median-SFD-Price_DOLLAR-Change_YoY_0.jpg (835×624)
1994-Present_SF-Median-SFD-Price_DOLLAR-Change_YoY_0.jpg (835×624)
My only "long" position in life - - multiple SF real estate holdings.
Tim Knight
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Infographic: Where The Gender Pay Gap Is Widest  | Statista
Infographic: Where The Gender Pay Gap Is Widest | Statista
Tim Knight
Blinking Red Bubble Light: Stock Market Investor Margin Debt Reaches New High | News and views from a different angle
Blinking Red Bubble Light: Stock Market Investor Margin Debt Rea...
Margin debt & S&P500
dime
hong kong centaline.jpg (890×405)
hong kong centaline.jpg (890×405)
Hong Kong real estate
Tim Knight
bank-index-about-to-fall-10-june-27.jpg (1570×733)
bank-index-about-to-fall-10-june-27.jpg (1570×733)
Tim Knight
BofA's "Charts Of Darkness" | Zero Hedge
BofA's "Charts Of Darkness" | Zero Hedge
2-10y T yield spread and recessions
dime
Crude Oil
Crude Oil
clearly showing the relationship of the gold price to the energy costs for mining it out of the ground
dime
auto loan delinquencies subprime auto loans
auto loan delinquencies subprime auto loans
subprime auto loan defaults are above Great Recession levels and rising
dime
US China trade war 1 chart.jpg (890×596)
US China trade war 1 chart.jpg (890×596)
US-China Trade War Summarized In One Chart
Tim Knight
4
2018-06-19_8-10-32.jpg (890×449)
2018-06-19_8-10-32.jpg (890×449)
World's most systemically important financial institutions were falling dramatically.
Tim Knight
1
slopechart_HYG.jpg
slopechart_HYG.jpg
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...
dime
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slopechart_XOP.jpg
slopechart_XOP.jpg
OPEC plans to increase production in the 2nd half of this year. E&P companies topping out here ? Watching for fa...
dime
interest-rates-biggest-rally-higher-20-years-chart_2018.jpg (891×538)
interest-rates-biggest-rally-higher-20-years-chart_2018.jpg (891×538)
Interest Rates Rising At Fastest Clip In 20 Years
Tim Knight
Here Is The Stunning Reason Why Treasury Yields Blew Out In April | Zero Hedge
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...
dime
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slopechart_XRT.jpg
slopechart_XRT.jpg
Retail bankruptcies hit an all-time high in the first quarter of 2018, with nearly a dozen prominent U.S. chains f...
dime
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curves.jpg (890×469)
curves.jpg (890×469)
The Global Bond Curve Just Inverted
Tim Knight
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9 june15.PNG
SILVER SINGULARITY
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8 june15.PNG
SILVER SINGULARITY
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2 june14.PNG
SILVER SINGULARITY
2018-06-13_9-59-07.jpg (890×471)
2018-06-13_9-59-07.jpg (890×471)
Tim Knight
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12 june13.PNG
12 june13.PNG
SILVER SINGULARITY
Alternate Unemployment Charts
Alternate Unemployment Charts
The ShadowStats Alternate Unemployment Rate for April 2018 is 21.5%.
Tim Knight
2018-06-13_5-31-57.jpg (890×472)
2018-06-13_5-31-57.jpg (890×472)
After slowing in April to +2.6% YoY, PPI surged in May by 3.1% YoY - the biggest price rise since Dec 2011...
Tim Knight
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3 june13.PNG
SILVER SINGULARITY
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2 june13.PNG
SILVER SINGULARITY
us-employment-by-age.png (773×922)
us-employment-by-age.png (773×922)
How Americans make a living based on their age
Tim Knight
6xmnGLc1 (1444×703)
6xmnGLc1 (1444×703)
Tug-o-war : SPX vs Fed unwinding the balance sheet.
dime
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USHomeEquity.jpg (600×398)
USHomeEquity.jpg (600×398)
A breathtaking chart about homeowner equity
Tim Knight
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slopechart_JCP.jpg
slopechart_JCP.jpg
Dr. Carnac (Johnny, Timmy, Dutchy) please tell us what PIIGS we should deal with NeXt?
Carnac The Magnificent
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2018-06-04_12-28-09.jpg (890×466)
2018-06-04_12-28-09.jpg (890×466)
Tim Knight
2018-06-04_7-02-03.jpg (890×489)
2018-06-04_7-02-03.jpg (890×489)
Factory Orders Slump - Worst April Since 2012
Tim Knight
home-construction-bank-index-trouble-makers-june-1.jpg (1560×711)
home-construction-bank-index-trouble-makers-june-1.jpg (1560×711)
Tim Knight
zI9TDgZE (1440×701)
zI9TDgZE (1440×701)
Chart showing the flattening Treasury yield spreads of the 10-2 and 30-5. At this rate the curve could flatten...
dime
MBy5dqWF (1148×701)
MBy5dqWF (1148×701)
This log chart compares the Gold price (USD) to the short term 2 year Treasury yield. Since gold has no yield is i...
dime
1
9yQCN5yB (1148×701)
9yQCN5yB (1148×701)
ratio of Gold price to 30 year Treasury yield
dime
2018-06-01_10-44-02_0.jpg (890×457)
2018-06-01_10-44-02_0.jpg (890×457)
AMAZING analog between Deutsche and Lehman
Tim Knight
slopechart_FR:UNRATE.jpg
slopechart_FR:UNRATE.jpg
The unemployment rate has come full circle over the past two decades.
Tim Knight
slopechart_$MISERY.jpg
slopechart_$MISERY.jpg
Misery index near historic lows. Everybody's happy, I guess.
Tim Knight
employment population vs hourly earnings.jpg (890×580)
employment population vs hourly earnings.jpg (890×580)
Tim Knight
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non in labor force may 2018.jpg (890×512)
non in labor force may 2018.jpg (890×512)
Record 95.9 Million Americans Are No Longer In The Labor Force
Tim Knight
slopechart_XLF.jpg
slopechart_XLF.jpg
One of my favorite analogs of all time.
Tim Knight
bank-index-kissing-underside-of-resistance-may-30.jpg (1566×733)
bank-index-kissing-underside-of-resistance-may-30.jpg (1566×733)
Tim Knight
1
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1 may31.PNG
SILVER SINGULARITY
DecxXsbVAAATTqJ.jpg:large (1130×870)
DecxXsbVAAATTqJ.jpg:large (1130×870)
House Price versus Income - - NEVER a larger divergence
Tim Knight
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2018-05-30_5-56-00.jpg (890×465)
2018-05-30_5-56-00.jpg (890×465)
Tim Knight
2018-05-29_12-08-49_0.jpg (890×368)
2018-05-29_12-08-49_0.jpg (890×368)
Tim Knight
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1 may30.PNG
SILVER SINGULARITY
10-year-yields-short-term-peak-possible-may-29.jpg (1569×733)
10-year-yields-short-term-peak-possible-may-29.jpg (1569×733)
Interest rate peak?
Tim Knight
TSYs vs USD May 28.jpg (890×474)
TSYs vs USD May 28.jpg (890×474)
Tim Knight
2018-05-28_6-36-03.jpg (890×472)
2018-05-28_6-36-03.jpg (890×472)
We are now at the peak of a similar shape and timed move as the 2008-2011 rebound...
Tim Knight
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US-household-debt-non-housing-v-disposable-income-1991_2017-a.png (495×403)
US-household-debt-non-housing-v-disposable-income-1991_2017-a.pn...
Tim Knight
US-household-debt-v-disposable-income-1991_2017.png (489×428)
US-household-debt-v-disposable-income-1991_2017.png (489×428)
Tim Knight
2018-05-23_11-07-51.jpg (890×465)
2018-05-23_11-07-51.jpg (890×465)
Tim Knight
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home-construction-index-create-important-top-may-23.jpg (1568×734)
home-construction-index-create-important-top-may-23.jpg (1568×734)
Tim Knight
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2 may23.PNG
SILVER SINGULARITY
1 may23.PNG
1 may23.PNG
SILVER SINGULARITY
fed tightening cycle.jpg (820×479)
fed tightening cycle.jpg (820×479)
Tightening rates
Tim Knight
2018-05-21_12-11-44.jpg (890×464)
2018-05-21_12-11-44.jpg (890×464)
Italian 2 yr yield has given back 3 years of monetary suppression in 6 trading days.
Tim Knight
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download_6.png (566×353)
Tim Knight
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6 may21,.PNG
SILVER SINGULARITY
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2 may21.PNG
SILVER SINGULARITY
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1 may21.PNG
SILVER SINGULARITY
convoy 2.jpg (727×398)
convoy 2.jpg (727×398)
On average, more money chasing the same assets means higher prices while less money means lower prices.
Tim Knight
Credit Card Delinquencies Spike Past Financial-Crisis Peak at the 4,788 Smaller US Banks | Wolf Street
Credit Card Delinquencies Spike Past Financial-Crisis Peak at th...
Credit Card Delinquencies Spike Past Financial-Crisis Peak
Tim Knight
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13 may18.PNG
SILVER SINGULARITY
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11 may18.PNG
SILVER SINGULARITY
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10 may18,.PNG
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9 may18,.PNG
SILVER SINGULARITY
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2 may18,.PNG
SILVER SINGULARITY
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1 may18,.PNG
SILVER SINGULARITY
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https_%2F%2Fs3-us-west-2.amazonaws (3)_5.jpg (684×463)
Using houses as an ATM (cash-out refi)
Tim Knight
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10 may17.PNG
SILVER SINGULARITY
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7 may17.PNG
#end of the tightening cycle?
SILVER SINGULARITY
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5 may17.PNG
SILVER SINGULARITY
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4 may17.PNG
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3 may17.PNG
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2 may17.PNG
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2018-05-15_17-04-06.jpg (890×465)
2018-05-15_17-04-06.jpg (890×465)
Global Synchronous Recovery Collapses As Japanese GDP Plunges In Q1
Tim Knight
1
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4 may16.PNG
SILVER SINGULARITY
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3 may16.PNG
SILVER SINGULARITY
crude-oil-attempting-break-above-50-fib-level-may-15.jpg (1228×661)
crude-oil-attempting-break-above-50-fib-level-may-15.jpg (1228×661)
Tim Knight
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1 may16.PNG
SILVER SINGULARITY
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SILVER SINGULARITY
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Investing in Chinese Stocks—投资大中华地区股市: 5-Year Inflation Expectations Falling as Rates Rise
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.
LZ8
1
NationalSecurityMinerals.jpg
NationalSecurityMinerals.jpg
LawnMower Man Seeker Squirrel
PhoneRecycle.jpg
PhoneRecycle.jpg
LawnMower Man Seeker Squirrel
Graphene.jpg
Graphene.jpg
LawnMower Man Seeker Squirrel
Rosenberg: S&P "Should Be 1000 Points Lower Than It Is Today" | Zero Hedge
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.
SILVER SINGULARITY