Showing posts with label Bubbles. Show all posts
Showing posts with label Bubbles. Show all posts
Sunday, November 29, 2020

29/11/20: Bubblishiousness

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  Illustrating FOMO and Bubblishiousness vs Reality: Tesla Source:  https://twitter.com/michaeljburry/status/1333110859329990661?s=20 Ya kid...
Friday, March 20, 2020

20/3/20: Central Banks are Failing to Reinflate the Deflating Bubble

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In the last 5 days, central banks around the world have announced 2020 monetary stimuli to the tune of USD 4 trillion (inclusive of measur...
Saturday, February 8, 2020

8/2/20: Price-to-Sales Ratio Hits an All-Time High for S&P500

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Stock are not overvalued, folks. Because, you know, stocks valuations are no longer making any sense... Via @HondoTomasz, comes this ni...
Wednesday, July 3, 2019

2/7/19: Factset: Negative EPS guidance hits the highest 2Q level since 2Q 2006

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Bad news for the 'fundamentals are sound' crowd when it comes to justifying stock markets exuberance: based on data from Factset, ...
Tuesday, April 23, 2019

23/4/19: Property, Property and More Property: U.S. Household Wealth Bubble

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According to the St. Luis Fed, U.S. household wealth has reached a historical high of 535% of the U.S. GDP (see:  https://www.zerohedge.co...
Wednesday, April 10, 2019

10/4/19: Rewarding Reckless Risk Pricing, Again

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Markets are supposed to be efficient. At least, on the timeline that allows to price in probabilistically plausible valuations of the firm...
Wednesday, January 9, 2019

9/1/2019: Assets with Negative Returns: 1901-present [Updated]

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Updating the chart for major assets performance 1901-present, based on data from  http://trueeconomics.blogspot.com/2018/12/191218-assets-...
Saturday, December 22, 2018

22/12/18: Millennials and Buffetts: It’s a VUCA Investment World

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My August 2018 Economic Outlook  for Manning Financial: What unites Warren Buffett, Apple and the financially distressed generation of t...
Wednesday, December 19, 2018

19/12/18: Assets with Negative Returns: 1901-present

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Highlighting the evidence presented in the earlier-linked article, here is the chart based on data from the Deutsche Bank Research team, s...

19/12/18: From Goldilocks to Humpty-Dumpty Markets

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As noted in the post above, I am covering the recent volatility and uncertainty in the financial markets for the Sunday Business Post  :  ...
Saturday, November 17, 2018

17/11/18: Nine in Ten in the Red: Asset Markets YTD Returns Signal Risk Repricing

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According to a recent research note from the Deutsche Bank, 89% of global macro assets are posting losses on year-to-date basis. This is t...
Friday, November 16, 2018

16/11/18: The Horsemen of the Financial Markets Apocalypse

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My column for the Manning Financial   is now available here:  http://issuu.com/publicationire/docs/manning_financial_november_2018?e=16572...
Thursday, October 4, 2018

3/10/18: Dumping Ice bags into Overheating Reactor: Bonds & Stocks Bubbles

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Wading through the ever-excellent Yardeni Research notes of recent, I have stumbled on a handful of charts worth highlighting and a relate...
Saturday, May 12, 2018

12/5/18: Bubbles or Gartner Cycles? Tech is in it, again...

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Nice visual on Gartner-maturity curve structure of sentiment driven fads in sectoral valuations:
Friday, February 9, 2018

9/2/18: Markets Mess: Sunday Business Post

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My Sunday Business Post  article from last week on the beginnings of the stock markets troubles:  https://www.businesspost.ie/business/mar...
Tuesday, December 5, 2017

4/12/17: The Other Hockey Stick (not Bitcoin)

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Financialization of the global economy is now complete, thanks to the world's hyperactive Central Banks and the age of riskless reckle...
Thursday, November 30, 2017

29/11/17: Four Omens of an Incoming Markets Blowout

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Forget Bitcoin (for a second) and look at the real markets. Per Goldman Sachs research, current markets valuation for bonds and stocks a...
Tuesday, November 21, 2017

20/11/17: Bitcoin: an Unknowable Bubble?

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There is a much-discussed in the crypto-sphere chart making rounds these days, plotting Bitcoin price dynamics against the historical bubb...
Tuesday, October 17, 2017

17/10/17: Welcome to the Keynesian Monetarist Paradise

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Via IMF, a chart plotting changes  in sovereign  debt holdings across Government, International & Central Bank agencies (so-called G-4...
Saturday, October 14, 2017

14/10/17: Happy Times in the Rational Markets

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Two charts, both courtesy of Holger Zschaepitz @Schuldensuehner: In simple terms, combined value of bond and stock markets is c...