The Impractical View

What do i see?

[The Impractical View @FinancialPen]

@AskPlayStation read my dm

[Win Smart, CFA @WinfieldSmart]

MORTGAGE DELINQUENCY & FORECLOSURE

[David Rosenberg @EconguyRosie]

For the current forward P/E multiples on the S&P 500 to make any sense we need to see 70% EPS growth for the next three years. Bubbly!

[Natural Gas by S&P Global Energy @SPGEnergyGas]

Our latest Special Report analyzes the changes that Italy and Central and Eastern Europe will see as the #EU reduces its reliance on Russian #gas supplies and the Trans-Adriatic Pipeline nears completion. #TAP

📜 Read full report: https://t.co/5snhDo3Nxr

[Oil by S&P Global Energy @SPGEnergyOil]

Equinor boosts market presence in Asia as oil sales double | #PlattsAPPEC exclusive by Takeo Kumagai and @oceana_zhou: https://t.co/ioiqJqIzly

➡️Norway is China's 10th largest crude supplier January-July
➡️Signs 5 million-barrel oil storage deal with KNOC

[Win Smart, CFA @WinfieldSmart]

JPMorgan's Dimon says economic recovery could be derailed: report https://t.co/BANGjJmZBN

[Brian Shannon, CMT ⚓️ @alphatrends]

Too many people think technical analysis is about recognizing patterns and candle formations

It is really about understanding the psychology of money flows and making informed timing decisions with an emphasis on risk management

[*Walter Bloomberg @DeItaone]

WELLS FARGO: A LOT OF STIMULUS STILL SITTING IN CUSTOMER ACCOUNTS

[AGTrader @agtrader]

lumber did it... $1000. good luck building. #inflation

[zerohedge @zerohedge]

Goldman: "We estimate that the unemployment rate will reach 7.0% at end-2020 and 5.6% at end-2021. The recovery will likely slow from there... suggesting that the unemployment rate will reach 4% around early 2025"

[Paulitics The Dollar Carry Trade @paulbardash]

@Fxhedgers oil will be expensive in the future because right now no financial institution will finance an oil project and drilling a hole in the ground a mile deep and laying all the pipe for that oil and all the rednecks needed and we rednecks are expensive. Will mean not enough oil.

[mcm-ct.com @mcm_ct]

Lol

[Bloomberg Markets @markets]

Ghana has raised its farm gate price for cocoa by 21% after implementing a $400 per metric ton premium on futures prices for the 2020-21 harvest https://t.co/SSRABkHUH4

[AngusNotTheBot @angusoup]

@scheplick @BarbarianCap Size of market is potentially absurd, issue I have with $PENN is how badly they seem to run ops at properties. Seems optimistic to price in the rollout of mobile gaming when organization has trouble running hotdog carts.

[zerohedge @zerohedge]

The median net worth of Americans 54 and younger is sharply lower since 1989. Those 65 and older have seen their net worth increase by 60%+

[Win Smart, CFA @WinfieldSmart]

INSIDERS BAILING

[The Long View @HayekAndKeynes]

Election predictions vary widely by demographics... we are living in different worlds

[zerohedge @zerohedge]

Just 10 Stocks Accounting For Half The August Gains Has Led To "Record Market Fragility"

https://t.co/GV1GVnVEsy

[Win Smart, CFA @WinfieldSmart]

New mortgages & Serious Delinquencies (90 days)