It’s no mystery anymore. What matters to low-popularity politicians in charge of government and seeking reelection is a #bullish #stockmarket until after the election date. From #Japan to the #US, from the #UK to #Germany, what do all of them have in common? The government in charge is dealing with…
Tag:#stocks
JAPAN END GAME – A DEEPLY DEVALUED $JPY AND A WORTHLESS #NIKKEI
The #Nikkei just broke 40,000 and yet no one in #Japan is celebrating, literally speaking. Why? The purchasing power of $JPY literally fell through the floor in the past 30 years as a result of endless (and reckless) nonstop money printing. As I wrote almost 5 months ago on X:…
WHAT ARE THE CHANCES HSBC IS INSOLVENT AND FIGHTING A LIQUIDITY CRISIS? – EPISODE 2
In the first episode, we dived into $HSBC’s liquidity issues. Now, it’s time to peek into its lending books to close the circle on this (beyond messy) bank. 🚩 As hinted in my previous post, despite a market increase in total loan exposure (that, for the record, $HSBC mostly blames…
“WE HAVE NO ALTERNATIVE BUT TO RIDE STOCKS UNTIL THEY RUN”
Yesterday, I spent the evening with a good old friend, now a senior manager in a big financial firm, whom I will label as “Manager X” going forward. I believe some parts of our conversation will be interesting to everyone, my summary below 🙏🏻 1 – Why is there no…
WHY ALL OF A SUDDEN ARE SO MANY HIGH PROFILE INSIDERS SELLING THEIR #STOCKS?
Jeff Bezos, Mark Zuckerberg, Jamie Dimon, the Walton family, $AMD CEO Lisa Su are just some of the high profile insiders that have been selling big chunks of their #stocks in recent weeks. If you take a snapshot of insider volumes in the last 60 days (chart 1 – credit…
THE GREAT PARADOX – BECAUSE OF DECADES OF RECKLESS QE, CENTRAL BANKS SHOULD HIKE RATES TO SAVE THE *REAL* ECONOMY NOT THE OPPOSITE
How many people have you read about or heard from lately who told you things like “hey, I am taking my savings and investing in this restaurant” or “I am so good at my job I quit and set up my own shop”? I bet very few. Indeed, new business…
NVIDIA – THE (FRAUD) SMOKING GUN?
As I write, NVIDIA is up 8.56% in After Hours trading after releasing their “monster” Q4-23 results. Compared to the Q3-23 report, there isn’t much change in all the red flags 🚩 I highlighted before [JustDario], but while I was comparing the two, my eye caught something strange. Before I…
THE #STOCKS HOUSE OF CARDS IS WOBBLING… AGAIN
Between the end of September and the beginning of October 2023, the #MOAB (Mother of All Bubbles) house of cards was dangerously wobbling. In a great coup de theatre, Jerome Burns managed to pull a “FED ghost pivot” 🐇 out of his magic hat, which sent everyone on a #FOMO…
NVIDIA, ITS RECYCLED “#AI REVOLUTION” AND THE DARK SIDE OF IT KEPT AWAY FROM THE PUBLIC
NVIDIA convinced everyone that we are just at the beginning of the #AI revolution and its GPUs will sell like hot cakes. Yes, we are at the beginning of the #AI revolution. However, NVIDIA isn’t going to be part of it as much as they (desperately) want people to believe,…
CHINA STOCKS – IS THE BOTTOM IN?
Last week, the #HongKong HSI index was up 5.5% despite only having 3 trading days due to the Chinese New Year holidays. #China index futures were also up ~3% in the same timeframe. Trading is about to resume in mainland #China along with all the country’s business activity after the…