Monday, June 1, 2015

Swim at your own risk; Percentage of Unprofitable IPOs and some other pretty scary economic indicators of what's coming
6/2/15; Factory Orders; Down 6% Year Over Year; "8 negative prints in the last 9 months"

6/1/15; French Unemployment, May Consumer Spending and "Goldman's chief equity strategist, David Kostin" on buybacks and valuations

5/27/15; "Top Fidelity stockpicker: Financial markets are ‘colossally artificial"

5/25/15; "HSBC fears world recession with no lifeboats left"

5/25/15; Spain Debt to GDP

5/24/15; "It's a coup d'etat, the central banks have taken over - unconstitutional domination of the entire economy."

5/22/15; pe ......

5/19/15; Producer Price Index for Final Demand Hits a New Low

5/7/15; Regional Manufacturing Surveys - Orders vs. Inventory Spread

4/11/15; "Levels Normally Associated With Recessions"

4/11/15; China Non-Performing Loans Change

4/6/15; Pro-Forma Addbacks = Fake Earnings Announcements

3/20/15; The Rollover of Global Earnings Per Share, even with all the buybacks

3/18/15; Hong Kong Jewelry Sales vs. Macau Games of Fortune Revenue

3/16/15; Month over Month Factory Output

3/13/15; Euro-zone multiples = Bubble

3/13/15; Federal Reserve Electronic Money Printing Didn't Work; PPI Final Demand

3/9/15; New Orders

3/5/15; Bull / Bear Ratio

If a nation prints more money, like cutting a 16 inch pizza into 16 slices instead of 8, is each slice worth less?

Trickle Down

"The Truman Show", Ben Bernanke and Mario Draghi