29

thereverendfyf

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March 13, 2018
thereverendfyf
central
5y
Accounting Shenanigans
"Future"
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thereverendfyf
credit
5y
CLOs
To wit, in 2018 earnings, nearly a third of companies in the study sample missed EBITDA projections by 50% or more, two years after coming to market. It's only going to get worse in the global economic
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thereverendfyf
credit
5y
Debt already imploding
I am more and more convinced the Debt Markets are about to blow up. It will start with a small wobble. what the hell does he mean wobble. look at the bullshit ipo implosion. look at the credit downgrades
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thereverendfyf
trade
5y
THIS JUST IN: US trade representatives delusional - imagine calls from China and tariff delays from China - while losing currency war EQUITIES DROP
On a broad trade-weighted basis, the dollar has never been stronger against the rest of the world's fiat currencies. Mericuh is not just losing the trade war, it's losing the currency war. And just like
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thereverendfyf
trade
5y
Chicago PMI shows inflation
Prices paid rose at a faster pace, signaling inflation for manufacturing inputs With employment falling and production still falling. Looks like China's winning the trade war. So everything is awesome
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thereverendfyf
economic
5y
The 2s/10s curve is now inverted!
And everyone is worrying about a recession. But have no fear, because you're already fucked! There is no upcoming recession, you haven't left the one since 2008 for what would constitute a depression!
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thereverendfyf
trade
5y
PPT/mouthflapping/short-covering day still can't break key resistance levels
What we learned today: machines still can't fucking read, and bid up equities when the "delay tariffs" news hit China winning in the trade war as some tariffs postponed sends machines on buying.
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thereverendfyf
economic
5y
CNBC Anchor: "Equity markets have picked up a bit, now down just 430 points" BAAAAAAAAAAAAAAAAAAAAAAAAAAAHAHAHAHAHAHAHA
How could this little bit of market wisdom not bring joy to everyone? CNBC Anchor: "Equity markets have picked up a bit, now down just 430 points" Bagholder On CNBC: "...we don't want to
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thereverendfyf
economic
5y
The fed's definitely getting their market crash
But on the bright side, the rate cut hopefuls will get a one hundet basis point cut
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thereverendfyf
economic
5y
If everyone took physical delivery, gold would easily be $10,000 per oz
Especially when central banks are now buying it
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thereverendfyf
trade
5y
For as long as those tariffs are in place, everyone knows where the yuan is going
You should probably start hedging the panic
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thereverendfyf
economic
5y
VICTORY IN THE JESUS!
So there's the paradox: while RV sales are crashing according to makers of RVs, the Bureau of Economic Analysis (i.e., the US government), used this very data set to represent that the US consumer is not
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thereverendfyf
economic
5y
Today's market close: PPT couldn't stop equities from dropping!
Even PPT couldn't stop the Dow from going into the red as people take the exit Today was another ridiculous one, especially the panic bid in the last hour (absent headlines) to get The Dow into the green
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thereverendfyf
truckpocalypse
5y
More truckingpocalypse as the US economy implodes!
Schneider closes North Carolina terminal. No loads. No jobs. Remember that the next time you tell someone to be a truck driver. BAAAAAAAAAAAAAAAAAHAHAHAHA
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thereverendfyf
economic
5y
more entertainment industry VICTORY IN THE JESUS!
The Reverr rennnndddddd says FUCK YOU.
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thereverendfyf
retailpocalypse
5y
Walgreens won't have to replace the ceiling tile on 200 stores. VICTORY IN THE JESUS!
BAAAAAAAAAAAAAAAAAAAAAAAHAHAHAHAHAHAHA You mean leftist bullshit couldn't keep all those stores open? AAAAAAAAAAAAAAAAAAAAAAAAAHAHAHAHAHAHAHA
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thereverendfyf
machines
5y
Corporate buybacks set off the machines
This one might be a good one to file under dumb shit machines do: Apparently, the talking heads are attributing it to China "stabilizing" the peg. Which it isn't doing, it's just incrementally
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thereverendfyf
economic
5y
and back to PPT unchanged! who would've thought
Today's price discovery destroyers market action: In the US, markets were mixed with Nasdaq best as desperate panic bids appeared to lift stocks back to unch (and to top the farce off a super-spike at
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thereverendfyf
trade
5y
PPT-induced short-covering is not the "resilience of markets"
PPT intervention today as the rest of the world is still in sell-off mode, because who needs price discovery anyway? After Europe closed, the short-squeeze in US stocks began... and zerohedge puts it pretty
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thereverendfyf
retailpocalypse
5y
AMERICA'S RICH JUST GOT MORE EQUAL!
Equally poor! Upscale department store Barney's is another casualty in the retail sector as Americans are too poor to shop there. Also, another great example of the real estate bubble caused by cheap money.
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