While doing my best to untangle the mess of the Bank of Japan (BOJ), in particular, to figure out which financial institution/s could be in danger after what happened on Monday this week, I stumbled upon something very interesting. Please have a look. This chart represents the Bank of England…
Category:Stocks
DID A CREDIT EVENT TRIGGER ON MONDAY? THERE IS A GOOD CHANCE TO KNOW THE ANSWER IN THE FOLLOWING HOURS
I wonder why not many people are currently asking themselves a very simple question: “Who lost money in #Japan’s stock market crash between Friday and Monday?” One very peculiar thing about the 1987 crash is that many brokerages went bust. So how is it possible that Japan suffered a stock…
THIS IS NOT 1987, 2000, 2008 OR 2020, BUT A WHOLE NEW MARKET MONSTER
These days there are a lot of comparisons being made with what happened in previous financial crises that unfolded after times of irrational exuberance and reckless monetary policy, but many are failing to grasp how the current situation is hardly comparable to what happened in the past for many reasons….
IN JAPAN IT WILL BE A MESSY MONDAY, BUT NOT A BLACK ONE (YET)
When you go from “Japan’s Nikkei average closes at all-time high, breaks March record” to “Japan stocks take largest dive since Black Monday of 1987” in the span of a month, it already creates the type of roundtrip that leaves everyone pretty dizzy. The problem is the trip is far…
MICROSOFT REVENUES “ROUND TRIPPING” PONZI SCHEME IS NOW TOO BIG TO HIDE – THE TRUTH FROM THE CASH FLOWS
Wow, what a great quarter and great 2024 for #Microsoft, every business (except devices) is growing its revenues and the sun couldn’t be brighter on Redmond, yada yada yada, high five high five. This was pretty much the summary of Microsoft earnings call. Investors’ reaction after earnings release? Microsoft shares…
IT HAS NEVER BEEN A BUBBLE IN AI, BUT A PONZI SCHEME IN SEMICONDUCTOR STOCKS SINCE THE VERY BEGINNING
How many “AI” companies are currently listed? No, you should not include those “AI washing” their operations and earnings calls in the count. I refer to companies where AI is their core business, like advertising through internet search for Google, for example. Let me help you out, the number is…
IS WARREN BUFFETT STARTING TO BE WORRIED ABOUT BANK OF AMERICA’S SOLVENCY?
Bank of America (#BAC) published its last quarterly financial earnings on July 16, and from the 17th to the 19th, Warren Buffett sold ~34m shares of BAC, cashing out ~1.5bn USD (Buffett’s Berkshire Sells Bank of America Stock Worth $1.5 Billion). Yes, Uncle Warren still holds almost 1 billion BAC…
THE GREAT LIQUIDITY AVALANCHE – FROM MAG7 TO EVERYTHING ELSE?
Every avalanche always starts with that last small drop of a snowflake that makes the whole pack of snow too heavy to stick on the mountain. Since the #FED and fellow Central Banks joined the BOJ in the great money-printing crusade to “save the world” from COVID-19 in March 2020,…
GOLDMAN SACHS Q2-24: WHAT A (RIDICULOUS) FAIRY TALE
A few weeks ago Goldman Sachs (#GS) performed poorly in the #FED annual stress tests, and since then, the bank has been fighting against its regulator’s request to increase the capital being held on the balance sheet (Goldman Sachs faces uphill battle in dispute with Federal Reserve over stress test)….
LUCKY TRADES OR DID SOMEONE KNOW ABOUT TRUMP ASSASSINATION PLANS?
“Many observers maintained that the AMR and UAL option activity leading up to September 11 constitutes strong evidence that there had been trading on advance knowledge of the attacks” In “Unusual Option Market Activity and the Terrorist Attacks of September 11, 2001” published in 2006, the author provided a very…