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Ticking Time Bomb


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#1 dTraderB

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Posted 25 November 2019 - 06:07 AM

Ticking Time Bomb

"No, corporate debt is a massive problem, it’s a ticking time bomb that millions of workers get to pay for during the next recession. That’s not my hyperbole, no Sir, or have you already forgotten what Janet Yellen already told you?

“if the economy encounters a downturn, we could see a good deal of corporate distress. If corporations are in distress, they fire workers and cut back on investment spending. And I think that’s something that could make the next recession a deeper recession”.

No financial crisis in our lifetime when Fed chair, the next recession could be deeper thanks to extended corporate debt when not Fed chair. Funny that.

She knows and so does Jay Powell, he’s just busy keeping confidence up by telling you everything is fine and dandy. After all that’s precisely why he cut rates 3 times and expanded the Fed’s balance sheet by over $280B in 2.5 months. Cause that’s exactly what you do when the economy is in a good place."

https://northmantrad...king-time-bomb/



#2 dTraderB

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Posted 25 November 2019 - 06:09 AM

Seasonally positive for at least the last 2 trading days of this week. 

 

CRASH WINDOW opened last Friday



#3 dTraderB

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Posted 25 November 2019 - 06:14 AM

Helene Meisler @hmeisler
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Look who is finally getting bullish. Consensus Bulls 64%

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6:38 AM - 23 Nov 2019


#4 dTraderB

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Posted 25 November 2019 - 06:14 AM

Helene Meisler @hmeisler
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VIX put/call ratio was over 100% three days this past week. That's a lot

6:06 AM - 23 Nov 2019


#5 dTraderB

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Posted 25 November 2019 - 06:16 AM

Meanwhile... back to 3000?
 

Keith McCulloughVerified account @KeithMcCullough
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BITCOIN: down another -13.1% last week in crash mode again and remains Bearish TREND @Hedgeye

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2:28 AM - 25 Nov 2019


#6 dTraderB

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Posted 25 November 2019 - 06:17 AM

Charlie BilelloVerified account @charliebilello
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With 95% of companies reported, S&P 500 GAAP earnings down 6% over the past year, largest decline since Q4 2015. $SPX

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2:08 PM - 22 Nov 2019


#7 dTraderB

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Posted 25 November 2019 - 06:19 AM

David Larew @ThinkTankCharts
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SPY - S&P 500 adjusted after dividends - Same basic make up as the other indexes with the FAAMG stocks dominating - the question is whether a top is in with people getting out of the QQQ?? It's all about AAPL today.

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1:05 AM - 25 Nov 2019


#8 dTraderB

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Posted 25 November 2019 - 06:20 AM

David Larew @ThinkTankCharts
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QQQ - huge outflows out of the QQQ - 3 out of the 5 top 5 components are on a NT sell. It's all about the FAAMG stocks and them delivering. Apple Sauce watch today as Samsung pre-orders start today for 5G. 200.88 is the line in sand for the QQQ.

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12:57 AM - 25 Nov 2019


#9 dTraderB

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Posted 25 November 2019 - 06:21 AM

  1. China Central Bank Says Potential Risks And Problems For The Economy Difficult To Eliminate Over The Short Term More

  2. China Central Bank Says Downward Pressure On Economy Is Increasing



#10 dTraderB

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Posted 25 November 2019 - 06:24 AM

Premature Accumulation Pajama Microscalper Retweeted Tracy Alloway

But Fed, liquidity, blah blah blah sure, since I have liquidity from the Fed I’ll buy your junker with broken windows for the cost of a Ferrari. Isn’t that what we are told about the all-powerful fed liquidity? Let’s see how that works with imploding credit and declining eps

Premature Accumulation Pajama Microscalper added,

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Tracy Alloway @tracyalloway
Potentially BIG news for China's credit market. A state-owned enterprise (SOE) is proposing a 64% haircut on its dollar bonds. We've rarely seen SOEs default on their debt... --> …
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10:42 PM - 24 Nov 2019