Where Have All The Bellwethers Gone?
This article focuses on the overall health of the US economy by analyzing the financial results of the “bellwether” companies.
“The term (bellwether) is used in investments for certain companies that serve as rough proxies for industries or even the economy as a whole. To know where that company is going is to get a good idea of the economy’s direction. Thus, the analysis of these representative businesses should confirm as anecdotes the “empirical” data we use to make more direct economic comparisons.”
It does not take a genius to recognize an economy in trouble. Why do you think we’ve been slamming the Big Marxist Zero?
the moron should be impeached……..race or no race to the bottom……..
I think he appointed Biden as impeachment insurance.
Now that is funny!
Just you wait Enry Higgins, Hilary is the heir apparent.
Jerry…the long…can’t impeach the moron….repubs have no cahoneys….time for a tea party candidate or a revolution….regards…..
I agree…with the TEA party………but, the TEA party needs DUMP the Republicans,1776 STYLE……..
why don’t the morons in tyrannical control of our economy built replacements, BEFORE they further damage the economy?
http://dailycaller.com/2014/02/14/report-epa-regulations-to-accelerate-coal-plant-shutdowns/
Sorry, I forgot.
It was always the Devil Incarnate’s intention to cripple the US.
build not built
The American political system has no third party, where do you turn, there are no alternatives and the candidates these days are hand picked by the ruling elite. Everywhere I look the trap has been set. DT
That is why many people are planning to leave.
CFS, if your employer asks you to do something you know is illegal but his business depends on doing just that as an individual you must quit your employment otherwise you will take the fall for The Puppet Master. DT
Not content with molesting old ladies going through security at airports, the Homeland security agency appears to be about to set up a database for all vehicles:
https://www.fbo.gov/index?s=opportunity&mode=form&id=41e27c3974b199abd503304080e791b2&tab=core&_cview=0
Just your tax dollars going to work folks.
I wonder if this is going to be part of the carbon tax deal?
Here we go…..better info:
http://benswann.com/obamas-dhs-activating-national-license-plate-tracking-database/
Donna Brazille is democratic chairperson, tweeting:
https://twitter.com/donnabrazile/statuses/435420456842039296
hmm!
Seems to be urging the President to take out his pen and do something. I wonder what?!
write her a big check for being stupid…………….
You know guys, all I can say is thank in God I am seventy and around the corner really has a lot more promise!
What’s happening right now appears to be a PM manipulation attack. Currencies are stable. Oil is up.
Just another buying opportunity for Asia!.
This should make everyone sleep better.
US Moving In Disastrous Direction That Ensures Total Collapse
http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2014/2/17_US_Moving_In_Disastrous_Direction_That_Ensures_Total_Collapse.html
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9PM…………LOOKs like they are choosing a different time zone…Maybe ,,they are now getting out of the bar a little early and pushing the button on their way home from the office……….Y ellen must get home to cook dinner for hubby………Plus, it was president’s day………….
well,,,,the boyz have been working overtime…………pull back,,,give me a break….
at 10:40…..the boyz and girl are having a hard time keeping it down……
http://usawatchdog.com/were-going-to-be-hit-with-a-tsunami-of-inflation-peter-schiff/
Peter Schiff being typical Schiff.
I am at the point ,,I can hardly stand to listen to him any longer……….
I do not care how much you like your favorite song tune,,,sometimes you just need to change the music………….
I must say,,,I do like his message…..it is just, I have heard it for …..9 years….
I think , I could stand in for him if he gets sick…………..
He is not quite as bad as Gerald Celente. I cannot listen to that guy anymore because lately he spends the whole interview shouting like a maniac whose pants are on fire.
I still like Gerald…….I think he is still PO…at CORSLIM stealing his money……
Schiff pisses off the MSM because he comes across way too logical for them. They always stare at the monitor looking at Schiff speak..with those “deer is the headlights’ kinda stupid look. His logic is so simple and so sound that I think they expect the answer to all our financial fiascos to be a lot more complicated and it somehow throws they off!!
Silvercrest putting out good data:
http://www.kitco.com/pr/1267/article_02172014080622.pdf
In case you missed on Friday. Jeff Christian:
http://watch.bnn.ca/#clip1069394
I don’t always agree with Jeff, but I’m not always right. This time I agree with Jeff.
Embry discusses physical shortage.
the truth eventually comes out?
http://www.silverseek.com/commentary/what-really-happened-bear-stearns-12942
A good summary of Embry:Christian joust.
http://www.mineweb.com/mineweb/content/en/mineweb-gold-news?oid=229328&sn=Detail
I THINK………..Christian is an insider,,,
Health Food http://manitobaharvest.com/hemp_nutrition.html DT
An Ad for a book, with most purchase details cut out.
It’s a simple question: What will happen when the dollar crashes?
For the last six years, the amount of dollar-creation has been unprecedented in both U.S. and world history. In less than six years, the Federal Reserve has “expanded its balance sheet” by over three trillion dollars. To give you the visual:
$3,150,000,000,000
Yes: That’s what’s been printed by the Federal Reserve.
At the same time, the U.S. Federal government has been running monumental budget deficits . . . which just so happen to total what the Federal Reserve has been printing. In the United States, we call this “Quantitative Easing”—but in every other country on earth, in every other time in history, this has been called “debt monetization.” Otherwise known as “money printing.” And in every other time in history, in every other country on earth, the result has always been the same: Hyperinflation—always. A currency collapse—which is going to happen in America.
In this ebook, Gonzalo Lira, famed writer, investor and analyst—who has had first-hand experiences with currency collapses in Latin America—presents a simple, cogent explanation of what is hyperinflation, how and why it will happen in America.
Ha Ha! don’t tell me Gonzalo is up to his samr old stroyline again. He has been dead wrong about his thesis for the past three years and not likely to ever be correct. It is all spin, CFS. The guy tells a good yarn but he is comparing apples to turnips by trying to draw paralells between the USA and some of the South American banana republics he lived in. Sh*t, those guys down there default as if it is cetral to their economic policy.
The South American countries are little coracles floating on the world economical sea. They are easily flipped over and sunken. The US is a monstrous raft of balsa wood .Hard to navigate, but that does not mean it cannot become water-logged and sink.
DERIVATIVES….lets not forget about these ……………
What happened to the gold price once Hong Kong opened was a direct consequence of data published over the weekend, combined with Xi’s actions and statements about drastically reducing credit.
Xi Jinping is determined to deflate the country’s credit bubble. He needs to do three things, and fast:
1) allow defaults of wealth management products so risk can be properly priced 2) accelerate structural reforms laid out late last year 3) lower Beijing’s bottom line for GDP growth from 7% to a more realistic 6%.
Without these initiatives, Xi risked a much larger economic blow-up in the future.
Hong Kong and N.Y. Globex is now reacting..
Hope you stuck with your coffee trade, CFS. Wheeeeee! Almost 10% today alone…..50% since late November. Now that is a damned good trade. Who in hell needs gold when Java is the real sparkle in the market?
I am right that we are seeing a commodity shift by the way. I just keep plugging away at it day after day with no response whatsoever from any of you guys. Wonder when the gang here is going to start address this side of the trade equation. These things are signalling a belief that inflation is coming so it cannot be ignored.
I will take that into consideration………..
looks like there was a repurchase at the end of the trading day in HK..,,
Just about everything is starting to move Jerry. Look at the Soy group as na example, at Natural Gas, Crude, Sugar, Coffee, Copper, Gold, Silver, Aluminum and on and on. This is a fundamental change of direction and it flies in the face of the gloom crowd who will insist commodities will crash when China’s credit bubble bursts. I suspect their are other forces leaning to hard assets and resource plays though. It could be related to currency problems erupting around the globe and so it may be sustainable even if the world slows down.
Yes,,,,I agree………THEY all have one thing in common………they are commodities,,the only one that might have a hard time is ALUM…but, there may be a run on “TINCANS” for the survivalist crowd…….
plus…..we are in” A commodities CYCLE” in the overall investments,,, of the major groups RE,BONDS, STOCK……….
No, I was stopped out on Feb 8th. I kept a tight trailing stop.
That trade was straight fundamentals. Cold weather and coffee or oranges don’t mix.
Rule number 1, is always let a trade run a few days, but after that, DON’T lose money. So always have stops. Means I sometimes get stopped out early.
But you can’t live the last 30 + years off the stockmarket without learning from earlier mistakes.
Sorry to hear it.
Was I tight or was I right about the overbought condition in gold?
I was expecting a slight pull-back, but I assumed traders were out of the market for the long weekend and New York would not pile on top of any Asian moves; so I was thinking maybe about a $10 drop, which isn’t much in the big picture of things.
I was not expecting Xi to tighten hard on credit in China. (Because it means the Chinese economy will definitely not grow as fast) Mine, was a typical American way of thinking, but the Chinese do think long term and ACTUALLY do what is best in the long term. Xi did the right long term thing for China, because, having made the mistake of allowing a credit bubble to start, he popped it, rather than let it grow and really explode later.
I still think American commentators are over-blowing the China problem, because even growing at 5% instead of 10% does NOT mean their commodity imports will go down much, and I’m not seeing much new supply come on line yet.
You mention China tightening. What specific article are you referring too?
If that was aimed at me. It was a Xinhua item on tightening. (I use google to translate automatically, so don’t know if in Mandarin or english. (Unless I ask for original page, I would not know, except for noticing a slow load-speed and that depends n which computer I’m using)
Nothing was aimed at you! But yes, I was asking out of curiosity. I had gone searching after reading your posts and came up with a ZH article and Ambrose Evans work plus some other stuff but nothing specific of an announcement today.
I always have radio on in the background PLUS something streaming in the background e.g. a BBC world service program on Argentina, just finished at 8am California time, 16:00 GMT)
While I’m reading stuff on the internet.
Actually, looking back at the volume data, it looks like $5 of the gold drop was due to London.
Bird, I’m still in the inflation camp, if that is what you were asking at 3.29 a.m. post.
I know folks have been talking about a 1929 parallel, and a stockmarket collapse, but they are looking at price data alone.
Gotta consider ALL information, volume, advance/declines, new highs, new lows, etc.
The whole picture does not compute yet for a stockmarket collapse.
The Dow is going up for now. (BIG picture. Not saying there can’t be small pull-backs. Watch overbought/oversold for short term behavior.)
I appreciate that. I am pretty firmly in the deflation camp myself but am growing increasingly certain that we will see some heroic attempts at inflating the economy in the coming year or two. First with Japan unleashing a fresh round of lending facilities this morning, secondly with Janet Yellen uncorking some of the liquidity being stored by the big banks at the Fed and third with the Europeans finally adressing their obvious deflationary headwinds. It should make for an exciting year.
“The best argument against democracy is a five minute conversation with the average voter.” Winston Churchill quote. DT
Churchill always was a bit on the slow side!
George and I;
George increased a put position on the S&P 500 ETF
I bought HDGE – Ranger Equity Bear ETF
IF ONE follows the devil into the pit………….do you follow…….?
GEORGE S…will always be a step ahead,,he has the insiders info…………
you can jump in the lake if it suits you better.
I am not saying you are wrong……..on your trade,,,,just the character of SOROS.
Soros is a lot richer than I am, so wise folks shouldn’t follow me.
Time will tell who is correct. Truth will always cone out in the end.
I will also add (Sorry, Big Al) Like many left-wingers I am doubtful of Soros’ morals.
It would not surprise me if he lied to a reporter, if it would benefit him.
cfs…………As it is written……..YOU WILL KNOW THEM BY THEIR FRUITS….
I don’t see any trade worth making on S&P 500
I’m looking at energy at the moment.
PXE is one of my faves ETFs
TAN is my fave solar cell.
Not advice, do due diligence.
b………….I left you a message on the …..A S E……………
Ewe don’t say!
Actulaly in areas of Wales and Switzerland, to this day, not only is the practice continued, but by choosing bells of different pitch, it is possible to differentiate between different herds.