Users: LZ: All Pages

EENDIFfXUAE0dBD (990×438)
EENDIFfXUAE0dBD (990×438)
cumulative TICK back to early 2000.
LZ
EEM8GyMXYAA3aFl (990×438)
EEM8GyMXYAA3aFl (990×438)
cumulative tick near decade lows
LZ
Chinese banks troubled.jpg (566×497)
Chinese banks troubled.jpg (566×497)
Baoshang Bank was taken over on May 24.
LZ
Investing in Chinese Stocks—投资大中华地区股市: The Impeachment Analog
Investing in Chinese Stocks—投资大中华地区股市: The Impeachment Analog
Impeachment Analog
LZ
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The Bull Case – NorthmanTrader
The Bull Case – NorthmanTrader
Election year seasonality
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1558613582206046.jpg (705×515)
1558613582206046.jpg (705×515)
Starbucks $SBUX faces competition from cash burning Luckin $LK
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Investing in Chinese Stocks—投资大中华地区股市: China Says Will Not Rely on Housing for GDP as Market Thinks Otherwise
Investing in Chinese Stocks—投资大中华地区股市: China Sa...
China govt fiscal deficit putting US to shame
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companies exposed to china.jpg (1201×1553)
companies exposed to china.jpg (1201×1553)
Companies exposed to China and Asia Pacific
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2
Huawei American suppliers and possible alternative suppliers
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Investing in Chinese Stocks—投资大中华地区股市: China Auto Emissions Standards Rise in July
Investing in Chinese Stocks—投资大中华地区股市: China Au...
New Chinese auto emissions standard will be implemented a year early in major cities, stricter than EU standard.
LZ
Investing in Chinese Stocks—投资大中华地区股市: Chinese Demand Fruit Freedom as Prices Soar
Investing in Chinese Stocks—投资大中华地区股市: Chinese...
China fresh fruit prices soaring
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Investing in Chinese Stocks—投资大中华地区股市: Good Place for a Bear Rally to Die
Investing in Chinese Stocks—投资大中华地区股市: Good Pla...
A repeat of the 2008 bear market rally?
LZ
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
Changsheng Bio-technology, maker of fake vaccines, fell for 31 consecutive days. A new record in China.
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201807sunspots.png (1422×749)
201807sunspots.png (1422×749)
Sunspots, wheat, dollar. Sunspots out to 2019 are estimated.
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20180720usd.png (1240×546)
20180720usd.png (1240×546)
USD analog.
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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...
LZ
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 (...
LZ
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.
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$SPX
$SPX
best performing indicator this year, CCI, gives a sell signal on the Nasdaq and S&P 500
LZ
1525358729055.png
1525358729055.png
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slopechart_CEW.jpg
slopechart_CEW.jpg
Emerging Market Currency ETF (CEW).
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slopechart_UUP (2).jpg
slopechart_UUP (2).jpg
The narrative about foreign CB sales of treasuries is wrong. CB are under pressure and selling for dollar liquidit...
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20180425fed_sp500.png
20180425fed_sp500.png
Fed balance sheet versus S&P 500, both indexed from 2017-12-31 Fed sold $13 billion in week ended 4-25 ($13.1 B...
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kospi.png
kospi.png
ROK-DPRK historic handshake? Bearish.
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looniegold.png
looniegold.png
Gold in loonies
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slopechart_CQQQ (2).jpg
slopechart_CQQQ (2).jpg
Thar she blows! China Technology ETF
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trannies.png
trannies.png
I need to get my sled out.
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slopechart_FXI (7).jpg
slopechart_FXI (7).jpg
Schrodinger's ETF: iShares China Large-Cap (FXI)
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slopechart_USDU (1).jpg
slopechart_USDU (1).jpg
Dollar breaks out of descending channel. UUP shows same breakout.
LZ
china_govt_bond_index.png
china_govt_bond_index.png
China govt bond index (weighted by outstanding debt). 14 straight weeks of rising bond prices. Symbol is 000012 in...
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20180420_2s10s.png
20180420_2s10s.png
Unexpected: what are the odds the 2s10s spread reverses before going negative? The trendline of 2s10s support show...
LZ
fredgraph (6).png
fredgraph (6).png
Federal Reserve increased its balance sheet in week ended April 18. It has reduced balance sheet in Q2 by $6.3 bil...
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slopechart_SIL (1).jpg
slopechart_SIL (1).jpg
Silver miner ETF breakout.
LZ
slopechart_$DCR,SPY.jpg
slopechart_$DCR,SPY.jpg
Decred and SPY.
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slopechart_$DCR (10).jpg
slopechart_$DCR (10).jpg
Look at the Feb rebound in Decred from bottom to top of channel, and now again in April
LZ
slopechart_FR_T5YIFR.jpg
slopechart_FR_T5YIFR.jpg
5-year inflation expectations nearing top of descending channel.
LZ
slopechart_FR_BAMLH0A0HYM2 (2).jpg
slopechart_FR_BAMLH0A0HYM2 (2).jpg
BofA high yields spreads show rapid return to complacency.
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slopechart_GE.jpg
slopechart_GE.jpg
The support line is a horizontal drawn from the 2003 low.
LZ
slopechart_SIL.jpg
slopechart_SIL.jpg
Silver miners
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slopechart_SWN.jpg
slopechart_SWN.jpg
SWN
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slopechart_FXI (1).jpg
slopechart_FXI (1).jpg
Bought YANG. Looking for pullback in China.
LZ
silvergold.png
silvergold.png
gold/silver 2001-2003 vs 2016-2018
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slopechart_FR_BAMLH0A0HYM2 (1).jpg
slopechart_FR_BAMLH0A0HYM2 (1).jpg
BofAML US High Yield Master II Option-Adjusted Spread failed to drop despite yesterday's monster rally.
LZ
slopechart_CQQQ.jpg
slopechart_CQQQ.jpg
China Tech. Double cursed.
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slopechart_EEM.jpg
slopechart_EEM.jpg
China is key to emerging market ETFs such as EEM.
LZ
slopechart_FXI.jpg
slopechart_FXI.jpg
China ETF fell below long-term support today before rebounding. Looks headed for a breakdown.
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hkdusd.png
hkdusd.png
HKDUSD suddenly starts tracking USD in 2017. HKD is weakening against USD, implying someone is selling HKD against...
LZ
slopechart_EWM.jpg
slopechart_EWM.jpg
Malaysia ETF
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slopechart_FR_BAMLH0A0HYM2.jpg
slopechart_FR_BAMLH0A0HYM2.jpg
Regime change 2018: need a breakout in the BofA high yield credit spread.
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slopechart_AOS.jpg
slopechart_AOS.jpg
AO Smith (AOS) hitting 2011 trendline thrice.
LZ
slopechart_FCG.jpg
slopechart_FCG.jpg
FCG below 2016 trendline.
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trumpclinton.png
trumpclinton.png
Gen Z opposite of Millennials
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metoo.png
metoo.png
Young male Trump voters
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slopechart_NVDA.jpg
slopechart_NVDA.jpg
NVDA looks like a cryptocurrency. It can drop to near 20 and it's still in a long-term uptrend.
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20180326dow30bond30.png
20180326dow30bond30.png
1987 or 1998 take your pick.
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20180323khc.png
20180323khc.png
Stealth bear market: Kraft-Heinz back to 2015 gap. Down almost 25% since Jan top, already yielding 4%
LZ
slopechart_FXI (7).jpg
slopechart_FXI (7).jpg
China (FXI) trendline broken.
LZ
slopechart_FCG.jpg
slopechart_FCG.jpg
Nat Gas ETF (FCG) hitting trendline like a ping pong ball.
LZ
slopechart_XLK_SPY.jpg
slopechart_XLK_SPY.jpg
XLK vs SPY. A very volatile relationship with spikes of outperformance followed by sharp reversals over the past t...
LZ
slopechart_XLK_XLP.jpg
slopechart_XLK_XLP.jpg
XLK/XLP ratio chart.
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slopechart_XLP.jpg
slopechart_XLP.jpg
Another "stealth" bear? Staples near February lows, tech doing nearly all the work up pulling averages up since Fe...
LZ
slopechart_$DCR (11).jpg
slopechart_$DCR (11).jpg
I love the symmetry on the Decred chart.
LZ
20180315hkd.png
20180315hkd.png
Anyone watching USDHKD? 7.85 is the line in the sand that requires a defense of the peg. The highest it got in 200...
LZ
slopechart_$DCR.jpg
slopechart_$DCR.jpg
$DCR Decred working down the channel
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slopechart_$DCR (6).jpg
slopechart_$DCR (6).jpg
Diamond top on Decred DCR
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gartman.png
gartman.png
Tim has great timing.
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slopechart_SLX.jpg
slopechart_SLX.jpg
SLX bounced off support. Will it hold?
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20180209dia_tlt.png
20180209dia_tlt.png
Bonds and stocks are having an on again, off again relationship.
LZ
slopechart_FR_BUSLOANS.jpg
slopechart_FR_BUSLOANS.jpg
The slowdown in BUSLOANS doesn't look like 2000 or 2007, it looks like the early 1990s. Powell was against QE3...
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slopechart_FR_TREAST,TLT.jpg
slopechart_FR_TREAST,TLT.jpg
Fed Treasury holdings and TLT. Two topping patterns?
LZ
shorts.png
shorts.png
How much short-vol is out there? From Macrovoices podcast with Chris Cole of Artemis
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20180202top.png
20180202top.png
The Dow-30Y treasury ratio is at extreme overbought levels. Comparative periods: 1987, 1994, 1996, 1998, 2000, 200...
LZ
slopechart_SWN.jpg
slopechart_SWN.jpg
SWN Southwest Energy pure play nat-gas a long way down
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201712pfainv_breakdown.png
201712pfainv_breakdown.png
Services and manufacturing private fixed asset investment back in contraction in December.
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201712fainv_breakdown.png
201712fainv_breakdown.png
Fixed asset investment breakdown. SOEs catch-up with private investment slowdown.
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201712fainv.png
201712fainv.png
Fixed asset investment Green line shows where the data (as reported by NBS, it's right there on their website) di...
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201712reinv.png
201712reinv.png
Real estate investment growth
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slopechart_WPZ.jpg
slopechart_WPZ.jpg
Bullish analog for Williams Partners (WPZ)
LZ
slopechart_ECA (1).jpg
slopechart_ECA (1).jpg
inverse H&S on Encana (ECA)
LZ
20180107epu.png
20180107epu.png
Boom or Doom? EPU approaching 2011 high, RSI overbought for first time 2010.
LZ
slopechart_$ZEC (3).jpg
slopechart_$ZEC (3).jpg
ZEC ZCash ready to move.
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slopechart_$BTC (7).jpg
slopechart_$BTC (7).jpg
Intraday look at Bitcoin. Since it's so volatile this is far from set in stone, but definitely flashing red.
LZ
slopechart_$BTC (6).jpg
slopechart_$BTC (6).jpg
Support broken, next target around $10,500 to $11,000
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slopechart_EPU.jpg
slopechart_EPU.jpg
Commodities/EM rally heading for a bounce or a crash? EPU has the pulse...
LZ
slopechart_$LTC (5).jpg
slopechart_$LTC (5).jpg
Litecoin. TA works wonders in cryptoland.
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slopechart_GE_XLI.jpg
slopechart_GE_XLI.jpg
GE still hasn't stopped falling relative to Industrials SPDR (XLI)
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slopechart_CNXT.jpg
slopechart_CNXT.jpg
ChiNext ETF
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slopechart_CEW.jpg
slopechart_CEW.jpg
Emerging market currency ETF headed for a breakdown
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201710fainv.png
201710fainv.png
Chinese fixed asset investment, the private FAI breakdown, and real estate investment all show significant slowdow...
LZ
slopechart_SWN.jpg
slopechart_SWN.jpg
Southwest Energy (SWN) back below LT support. Bye bye energy, time to die. Love, China.
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slopechart_AVAV.jpg
slopechart_AVAV.jpg
Failed breakout or bounce?
LZ
20171101tnx.png
20171101tnx.png
I see history repeating, complete with a breakdown in the Chinese yuan. Optimism was high in 2014, the economy was...
LZ
slopechart_GE (2).jpg
slopechart_GE (2).jpg
Close up on GE breaking below long-term resistance line between 2000 and 2007 tops.
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slopechart_GE (3).jpg
slopechart_GE (3).jpg
GE done broke it.
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slopechart_GE (1).jpg
slopechart_GE (1).jpg
Slope Charts is getting cocky.
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slopechart_GE.jpg
slopechart_GE.jpg
GE, we bring bears back to life.
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slopechart_SPY-TLT.jpg
slopechart_SPY-TLT.jpg
Looks like an important move could be coming when the 2017 trading range breaks.
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slopechart_EPU.jpg
slopechart_EPU.jpg
Peru (EPU) breakout.
LZ
slopechart_TUR.jpg
slopechart_TUR.jpg
Turkey ETF (TUR) busted H&S, I still expect it to crack
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slopechart_SWN (3).jpg
slopechart_SWN (3).jpg
Energy rallies sends SWN to underside of trendline going back to 1999.
LZ