Risks Out There 06 (May 20 - Dec 24)

[winston]

Sell up, the stock market is collapsing after a last-gasp bull run

With monetary easing set to end, it’s a game of chicken as investors see how close they can come to timing the inevitable downturn

by Gary Biddle

Milton Friedman: Monetary policy is very powerful but also very blunt. Whereas it can stimulate capital investment by lowering nominal interest rates, it flows readily into speculation and beyond shores.

The 25 per cent increase in the US M2 money supply this year and similar stimulus by other central bankers (10 per cent in China and 11 per cent in the EU) have caused investor euphoria to levitate share and real estate values.

Source: SCMP

https://www.scmp.com/comment/opinion/ar ... p-bull-run

[behappyalways]

DBS CEO Warns of Stock Correction, Rise in Bond Yields
https://m.youtube.com/watch?v=JA2Pdz7m16o

[behappyalways]

孟格示警美股會發生慘劇！他在嚇唬投資人？ | TODAY財知道 | LINE TODAY
https://m.youtube.com/watch?v=4_hF-YNAJPU

[behappyalways]

Curious at what level you think wheels fall off as inflation scare threatens & beckons.

You see what investors queried by @BankofAmerica see.

https://mobile.twitter.com/DiMartinoBoo ... 4183936004

[behappyalways]

Latest Sign of a Stock Market Bubble: Company Profits No Longer Matter
https://money.com/stock-market-companie ... ssion=true

Mαrkets & Mαyhem

Mar 27
Oh hey look, $MGM is magically higher than it was before the pandemic, despite its business prospects being significantly more complicated and uncertain than they were in 2019!

https://mobile.twitter.com/Mayhem4Marke ... 9278338048

[behappyalways]

Archegos fallout a 'harbinger of what is to come,' strategist says
https://m.youtube.com/watch?v=KWFfleBR_rI

[behappyalways]

Technical Analysis of Stock Market | Storm Warning
https://m.youtube.com/watch?v=CqNFtUrsGzg

[winston]

Stocks could drop 20% when Fed fights inflation: hedge fund founder

by Zack Guzman

Potential 20% collapse that could be sparked by the Federal Reserve signaling an end to accommodative pandemic-era monetary policy later this year.

The Fed could signal the beginning of a move to wind down its monthly $120 billion a month pace of asset purchases by this summer.

The Bank of Canada already began its tapering and the Bank of England became the second among the G7 nations to talk about it. Elsewhere countries like Russia and Brazil have already seen a rise in interest rates.

Source: Yahoo Finance

https://finance.yahoo.com/news/stocks-c ... 39672.html

[winston]

These invisible whales could sink the economy

Archegos Capital Management's collapse left major banks out of pocket. If policymakers leave private funds under-regulated, others may be on the same path to threaten the wider banking system.

by ALEXIS GOLDSTEIN

Source: NY Times

https://www.businesstimes.com.sg/opinio ... he-economy

[behappyalways]

Gareth Soloway
@GarethSoloway

Interesting Note: In December 2017, #Bitcoin topped. One month later the #StockMarket topped and a 25% correction took place in the $SPY. In mid April 2021 $BTC put in its top, here were are 1 month later and markets are starting to break lower...the start of a 25% correction?

https://mobile.twitter.com/GarethSolowa ... 6397795331

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Gareth Soloway
@GarethSoloway

10 year yield moving back towards 1.70%. Cup & Handle pattern with trend line signals any move above 1.75% is a breakout with 2%+ written all over it.

https://mobile.twitter.com/GarethSolowa ... 0734737409