Global Intelligence
Markets
GIH: Corporate insider activity is always a good indicator of market sentiment; now insiders are most bearish in 24 years. The implication is that they have a pulse on the market, their own internal operations, and high quality information from their partners. Just last week Goldman noted that February was “the busiest month in the buyback desk’s […]
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GIH: China now facing similar problems as the US, with market bubbles in many sectors. Ghost cities, a drop in exports, and a bond bubble, are putting pressure on the previously high growth economy. Americans usually concerned with the possibility of China dumping US Treasuries as some kind of economic warfare. But if China’s economy […]
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I try my best to make people aware of the ridiculous BS that goes on behind the scenes in the halls of power. I try to help people understand the way Big Business manipulates our Government, the same way the Banksters and Billionaires manipulate the markets. In short – we explore the dark side of Capitalism as having […]
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GIH: The stock market has been off its highs, but more importantly, is a rotation out of stocks, in the largest equity outflow ever. Investors remember the financial crisis and may look at investing differently than before. Has the ‘buy and hold’ mentality finally been shook from retail investors? We are told that over the […]
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Submitted by Charles Hugh-Smith of OfTwoMinds blog, The Fed cannot create a bid in bidless markets that lasts beyond its own buying. We all know the Federal Reserve (and every other central bank) has one last Doomsday weapon to stop a meltdown in the global financial markets: creating trillions of dollars out of thin air and […]
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How many times in the last few days have we been told that Turkey – or Ukraine or Venezuela or Argentina – are too small to matter? How many comparisons of Emerging Market GDP to world GDP to instill confidence that a little crisis there can’t possible mean problems here. Putting aside this entirely disingenuous […]
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There is one main reason why complacency is bad: selloffs. Because as Bank of America explains, in an environment in which there are “too few bears“, and where investors are “not prepared for a downside correction”, when you do finally get a sell off for whatever reason, with nobody hedged and otherwise prepared for such an outcome, […]
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GIH: Stocks have begun their slide from their highs, in an expected sell-off accelerated by the EM Currency crisis and today’s terrible ISM report. It wasn’t complicated to see stock values couldn’t last, but the question has been ‘when’ and ‘how’ – certainly the Fed’s taper didn’t help. The Baltic Dry Index has collapsed, an […]
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GIH: Alternative investing takes a new dimension with the introduction of ‘cryptocurrencies’ – designed mostly as payment systems, the value fluctuates based on customer demand, and marketplaces offer you the ability to trade your Bitcoins for USD or EUR. Whatever your opinion if this is a valid investment, if one had purchased Bitcoin near it’s […]
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We are sure it’s just a storm in a teacup; just a brief interlude before the IMF’s ever-changing forecast for global trade growth picks right back up again and demand to ship dry goods surges back to the inventory stuffed levels of Q4. But, for now, the Baltic Dry Index (admired when it’s rising, ignored when it drops) […]
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