Neueste Heute 30.06.2024 29.06.2024
Price Action Indicates Lack Of Any True Conviction Or Depth Of Liquidity
01.07.2024, 01:50 Uhr. ZeroHedge News - https: - Price Action Indicates Lack Of Any True Conviction Or Depth Of Liquidity By Peter Tchir of Academy Securities Assume I think it was in the Bad News Bears, where I first saw that “Assume” can make an a** out of U and Me. I couldn’t get a good clip of that but did come across a scene from The Odd Couple where they went through the same dissection...
The Great Debate
27.06.2024, 17:45 Uhr. ZeroHedge News - https: - The Great Debate By Philip Marey, Senior US Strategist at Rabobank The US dollar continued to strengthen and EUR/USD briefly dropped below 1.0670 yesterday as the Fed and the ECB have been trading places in the cutting cycle. Bloomberg reported that the ECB will start the next strategy review after summer; expected to be completed by 2025H2. Our ECB...
Visualizing The Death Of Cash Transactions Around The World
27.06.2024, 11:46 Uhr. ZeroHedge News - https: - Visualizing The Death Of Cash Transactions Around The World As credit cards and digital wallets (e.g. Apple Pay, Paytm, Alipay) see increasing adoption around the world, the share of cash being used in transactions is plummeting. The chart below, via Visual Capitalist's Nick Routley, looks at cash as a share of transaction value in selected countries...
Here It Comes...
24.06.2024, 22:20 Uhr. ZeroHedge News - https: - Here It Comes... Authored by James Howard Kunstler via Kunstler.com, “Leftism might actually be noble if their concern for the marginalized wasn’t simply an incidental externality to their seething hatred of the normal and the good.” - David Pivtorak on “X” Did you entertain feelings of doom during last week’s brain-withering heat-wave?...
A Fiscal Crisis: The West Is On The Wrong Side Of Cost Curve
21.06.2024, 03:40 Uhr. ZeroHedge News - https: - A Fiscal Crisis: The West Is On The Wrong Side Of Cost Curve Authored by Matthew van Wagenen and Arnel David via RealClearWireThe Epoch Times, An axis of aggressors has embarked on a new strategy to defeat the West: relentless attacks with inexpensive weapons, produced at scale, to provoke a global response. Western militaries, which cling to outdated...
All Of The World's Trillion-Dollar Companies In One Chart
20.06.2024, 13:54 Uhr. ZeroHedge News - https: - All Of The World's Trillion-Dollar Companies In One Chart Chipmaker Nvidia is now the world’s most valuable company, which means its time for an update to our frequent “trillion-dollar club” post. In this graphic, Visual Capitalist's Marcus Lu visualized the market capitalizations of the world’s trillion-dollar companies, as of June 18, 2024...
AI: "Existential Crisis" Or Excuse For Cronyism?
18.06.2024, 18:40 Uhr. ZeroHedge News - https: - AI: "Existential Crisis" Or Excuse For Cronyism? Authored by Joshua Mawhorter via The Mises Institute, Several months ago, I was on a long car trip with my dad, and we listened to a podcast that gave some commentary on the following headlines from the New York Times and the Wall Street Journal: “AI Poses ‘Risk of Extinction,’ Industry...
S&P Set For 29th Record High Of 2024 As Futures Continue Relentless Grind Higher
13.06.2024, 14:15 Uhr. ZeroHedge News - https: - S&P Set For 29th Record High Of 2024 As Futures Continue Relentless Grind Higher Futures are higher, again, with Tech leading, again, and small-caps lagging, the same trend that we saw after the Powell press conference despite small-caps leading the way most of the session. As of 8:00am, S&P futures were up 0.1% and set for the 29th all time high print...
US Drug Shortage Reaches Decade High: US Pharmacopeia Reports
13.06.2024, 00:20 Uhr. ZeroHedge News - https: - US Drug Shortage Reaches Decade High: US Pharmacopeia Reports Authored by Amie Dahnke via The Epoch Times (emphasis ours), Drug shortages are the highest in a decade, with 2023 topping the charts, according to United States Pharmacopeia’s first annual Drug Shortage Report (USP). “The number of drug shortages has increased over a decade, with 125...
The New California Homeless: From American Dream To Poverty & Tyranny
11.06.2024, 23:40 Uhr. ZeroHedge News - https: - The New California Homeless: From American Dream To Poverty & Tyranny Authored by Roger Canfield via The Epoch Times, The once richest state in economic opportunity and liberties has become the poorest state in the nation and one of the least free states in America. (Tyranny competing with New York.) How? There is a total war on private homeownership...
Kill Your Good Ideas
09.06.2024, 16:30 Uhr. ZeroHedge News - https: - Kill Your Good Ideas Submitted by QTR's Fringe Finance As always, I’m stoked to be able to bring you content from one of my favorite investors, Chris DeMuth Jr. Chris took the time to share his up-to-the-minute thoughts on the market for Fringe Finance subscribers this week. Chris writes the Vale Tudo Substack, which can be found here and...
European Elections: Forging Ahead Or A Spanner In The Works
09.06.2024, 01:50 Uhr. ZeroHedge News - https: - European Elections: Forging Ahead Or A Spanner In The Works By Elwin de Groot, Stefan Koopman, and Maartje Wijffelaars of Rabobank (pdf link) Summary The European Parliament elections will serve as a pivotal test of the far right’s influence on the European political landscape. It appears another centrist coalition can be formed, but the far right...
China Property Stocks Tumble Into Bear Market As Beijing's Bailout Fades
06.06.2024, 15:50 Uhr. ZeroHedge News - https: - China Property Stocks Tumble Into Bear Market As Beijing's Bailout Fades Three weeks after Beijing announced "historic" measures, including the central bank providing 1 trillion yuan in extra funding, easing mortgage rules, and local governments planning to purchase apartments to clear excess supply, all in a bid to stabilize the worsening downturn...
Malinen: Start To Prepare For The Unthinkable
04.06.2024, 05:25 Uhr. ZeroHedge News - https: - Malinen: Start To Prepare For The Unthinkable Authored by Tuomas Malinen via GnSEconomics.com, DEPRCON WARNING Nuclear Threat (Free) These are the lines none of us would have ever wanted to write, but we have to. The current situation in and around the war in Ukraine has opened a path, which could lead to a nuclear confrontation. Ukraine has struck...
COVID-19 Linked To 'Alarming Rise' Of Rare And Highly Lethal Fungal Infection
02.05.2024, 19:37 Uhr. ZeroHedge News - https: - COVID-19 Linked To 'Alarming Rise' Of Rare And Highly Lethal Fungal Infection Authored by Megan Redshaw, J.D. via The Epoch Times (emphasis ours), (Freepik/Shutterstock) The COVID-19 pandemic has caused an alarming rise of an aggressive and highly fatal secondary fungal infection among those with active or recovered COVID-19. Research suggests that...
California's Perpetual Drought Is Manmade And Intentional
02.05.2024, 02:25 Uhr. ZeroHedge News - https: - California's Perpetual Drought Is Manmade And Intentional Authored by Roger Canfield via The Epoch Times (emphasis ours), The California Department of Water Resources (DWR) last week released its next five-year plan for the State Water Project—Update 2023. After years of meetings, California’s premier water agency has decided to focus on “three...
Can Powell Walk The 'Asymmetric' Tight-Rope At Today's Presser?
01.05.2024, 19:07 Uhr. ZeroHedge News - https: - Can Powell Walk The 'Asymmetric' Tight-Rope At Today's Presser? The Fed meeting later today has had the market feeling (and positioned for) “HAWKISHNESS,” especially after the ECI pile-on yesterday, which didn’t simply “upside surprise,” but re-accelerated to 1.2% after ending 2023 at 0.9%, and showing that persistent wage pressures further...
Yields Tumble After Dovish Refunding Reveals Debt Sales In Line With Expectations, No Coupon Auction Increases "For Several Quarters", And Treasury Buybacks Begin
01.05.2024, 15:28 Uhr. ZeroHedge News - https: - Yields Tumble After Dovish Refunding Reveals Debt Sales In Line With Expectations, No Coupon Auction Increases "For Several Quarters", And Treasury Buybacks Begin Having already revealed its borrowing estimates for Q2 and Q3 on Monday, where we learned that the Treasury expects to sell $41BN more debt than previously expected in Q2, but offset by a...
"House Destocking": China Politburo Hints New PLan To Fix BIggest Drag On The Economy
01.05.2024, 04:41 Uhr. ZeroHedge News - https: - "House Destocking": China Politburo Hints New PLan To Fix BIggest Drag On The Economy China's Politburo meeting on economic policy took place today, and as SocGen's Wei Yao reports, the most important takeaway from the meeting is that policymakers are shifting their attention to housing destocking, as they pledged to 'study measures'. As usual about...
Gold Hammered As Short-Squeeze Saves Stocks Ahead Of Micro/Macro Storm This Week
22.04.2024, 22:02 Uhr. ZeroHedge News - https: - Gold Hammered As Short-Squeeze Saves Stocks Ahead Of Micro/Macro Storm This Week The "calm before the storm" of earnings and big macro this week (and no WW3 this weekend) was all the algos needed to ramp stocks during the US cash session after being reminded that the buyback-blackout period is almost over... And S&P HOD as algos start frontrunning the...
A Very Ugly Week For The Nasdaq, A Terrible Week For Semiconductors
19.04.2024, 17:53 Uhr. ZeroHedge News - https: - A Very Ugly Week For The Nasdaq, A Terrible Week For Semiconductors It's been a very ugly week for momentum names, but since these days that really means AI and/or mega tech, we can just saw this has been a very ugly week for the Nasdaq. And sure enough, with the QQQs down 0.4%, the Nasdaq is now pacing for its worst week in over a year - and is down...
Stocks Will Face Resistance While Liquidity Backdrop Is Weak
18.04.2024, 17:45 Uhr. ZeroHedge News - https: - Stocks Will Face Resistance While Liquidity Backdrop Is Weak Authored by Simon White, Bloomberg macro strategist, The impulse from central-bank reserves in the US, or the change in their change on a monthly basis, points to further short-term resistance for stocks. The Federal Reserve’s quantitative tightening program is ongoing, but bank reserves...
"Do Not Touch Me... I Am A Faculty Member": Cornell Professor Disrupts Coulter Speech
17.04.2024, 21:42 Uhr. ZeroHedge News - https: - "Do Not Touch Me... I Am A Faculty Member": Cornell Professor Disrupts Coulter Speech Authored by Jonathan Turley, Monica Cornejo, an assistant professor of interpersonal communication, was forcibly removed from a Cornell University event this week after disrupting a speech by conservative commentator Ann Coulter. She is only the latest faculty member...
Omens For The Nasdaq As Technical Signal Proliferates
17.04.2024, 19:02 Uhr. ZeroHedge News - https: - Omens For The Nasdaq As Technical Signal Proliferates Authored by Simon White, Bloomberg macro strategist, A technical sell signal for the Nasdaq has hit levels not seen since the tech bubble. However, it should be taken in the context of a still supportive economic backdrop, with buoyant excess liquidity and low near-term recession risk. The Hindenburg...
Je “Impfung” desto “Long Covid”: «Wie wirkt sich die COVID-19-Impfung auf die COVID-Langzeitsymptome aus?»
16.04.2024, 20:06 Uhr. >b's weblog - https: - In people who have already contracted COVID-19 and now suffer from long-COVID, receiving a COVID vaccination has a significant association with prolonged symptoms of long-COVID for more than one year after the initial infection.Bei Personen, die sich bereits mit COVID-19 angesteckt haben und nun an “Long-COVID” leiden, steht eine COVID-“Impfung”...
A Heretic's View: Blaming Food For Obesity Is Like Blaming Water For Drowning
16.04.2024, 04:22 Uhr. ZeroHedge News - https: - A Heretic's View: Blaming Food For Obesity Is Like Blaming Water For Drowning Authored by Edward Archer via RealClearScience, There is a politically expedient but problematic fiction that ‘consensus’ matters in science. Since a million matching opinions do not constitute a fact, a consensus — either real or apparent — is not a statement about...
Earnings Season Has Started: Here Is The Emerging Picture
16.04.2024, 04:05 Uhr. ZeroHedge News - https: - Earnings Season Has Started: Here Is The Emerging Picture Banks kicked off Q1 earnings last Friday with a painful start: XLF fell 1.3% on Friday alone led by a 6% plunge in JPM stock, and dropped even more on Monday despite strong results from Goldman. While JPM earnings beat (most) expectations, and left 2024 Net Interest Income guidance unchanged...
Why Mankind Remains So Lost In Economic-Ignorance & Triablistic-Warmongering
15.04.2024, 08:03 Uhr. ZeroHedge News - https: - Why Mankind Remains So Lost In Economic-Ignorance & Triablistic-Warmongering Authored by Jorge Besada via The Mises Institute, Carl Menger's Overlooked Vital Evolutionary Insights Carl Menger is widely recognized as one of the economists leading the so-called marginalist revolution along with William Stanley Jevons and Léon Walras. There are two other...
Extreme Investor Optimism At Risk From Momentum-Trade Derailing
10.04.2024, 15:55 Uhr. ZeroHedge News - https: - Extreme Investor Optimism At Risk From Momentum-Trade Derailing Authored by Simon White, Bloomberg macro strategist, Retail investors’ historically stretched level of optimism is vulnerable to a reversal of the extreme positioning in the momentum trade. Consumers’ glasses seem very much half full, according to the Consumer Board’s confidence survey...
The Geopolitics Of Chaos: Apocalypse Scenario IV
08.04.2024, 03:03 Uhr. ZeroHedge News - https: - The Geopolitics Of Chaos: Apocalypse Scenario IV Submitted by Tuomas Malinen In this entry I will expand the analysis we presented in the March Deprcon Outlook of GnS Economics. Issues discussed: ‘Craziness’ driving the world towards WWIII is increasing. Geopolitics is dominating in the background, but people tend to forget it’s a two-way street...
Combating "Hate": The Trojan Horse For Precrime
06.04.2024, 17:44 Uhr. ZeroHedge News - https: - Combating "Hate": The Trojan Horse For Precrime Authored by Conor Gallagher via Naked Capitalism, Philip K. Dick’s 1956 novella The Minority Report created “precrime,” the clairvoyant foreknowledge of criminal activity as forecast by mutant “precogs.” The book was a dystopian nightmare, but a 2015 Fox television series transforms the...
German Intel Chief Defends His Efforts To Police The "Thought And Speech Patterns" Of Citizens
06.04.2024, 13:01 Uhr. ZeroHedge News - https: - German Intel Chief Defends His Efforts To Police The "Thought And Speech Patterns" Of Citizens Authored by 'Eugyppius' via Substack, The German Interior Ministry continues to defend its controversial and widely criticised plans to restrict the speech, travel and economic activity of political dissidents. The Federal Office for the Protection of...