Category Archives: Asset Bubble

Whack SPACs

Contrarian shares a cautionary tale: https://seekingalpha.com/article/4401822-current-speculative-bubble-dwarfs-1999-2000 From highly shorted equities to SPACs to the largest capitalization market stocks, an almost all encompassing pervasive bubble has made future real returns lower than any other time in modern market history for the U.S. stock market. The abysmal level of future expected real returns is dismal even compared to 2000Continue reading “Whack SPACs”

Home Prices Soar At 4.5 Times The Fed’s Inflation Target In All US Cities

Tyler Durden (ZeroHedge): Well, here’s an idea: maybe all the central-planning megabrains at the Marriner Eccles building and 33 Liberty Street can take a break from whatever circle jerk they are engaged in right now, and look at the latest Case Shiller numbers which showed not only that home prices surged at the fastest pace inContinue reading “Home Prices Soar At 4.5 Times The Fed’s Inflation Target In All US Cities”

Repo Madness

Is the covid ‘pandemic’ merely economic theatre? Anonymous rhetorically asks on The Burning Platform: is the CoVid pandemic merely economy theatre? (https://www.theburningplatform.com/2021/01/23/the-real-reason-for-the-lock-downs-prevent-worldwide-financial-anarchy/#more-232514). He suggests the USD collapse began weeks before “Operation Shutdown” which was halted by a world wide manufactured economic “freeze”. What’s the evidence? Well, for starters, Anonymous points to the Fed “pouring literallyContinue reading “Repo Madness”