MacroView Research

THE STREAM: An inside look at monetary/fiscal policy, markets and our unique approach to processing what matters $15/Mo.

Leaving moral hazard at the door.

[Jim Rickards @JamesGRickards]

The guy on the right with the blue tie and grey beard is Michael R. Bromwich, Dr. Ford's lawyer. I worked against him extensively in the mid-2000s. Let's put it this way. His ethics make Michael Avenatti look like Oliver Wendell Holmes.

[MacroView Research @Macro_View]

$TSLA

[TC @TESLAcharts]

If only there was a government agency charged with enforcing the fact that "innovators who seek to revolutionize and disrupt an industry must tell investors the truth about what their technology can do today, not just what they hope it might do someday"

$TSLA
#VaporWare

[MacroView Research @Macro_View]

@LukeGromen Arguably the only way there is 4% growth

[Luke Gromen @LukeGromen]

US budget deficit running at $2.5T annual rate with US GDP at 4-5%...OMG, LOL

[MacroView Research @Macro_View]

@realDonaldTrump how can you tweet cherry picked economic data when government deficit spending is setting records.

[MacroView Research @Macro_View]

#Trump thinks randomly adding more tariffs to #China will help his cause.

He thinks because his base and the mucks on @FoxNews cheer it on, he'll just add more.

We have our criticisms with China, but Trump isn't focusing on the right stuff.

[Realist @Macro_Sense]

"At least our cars don't crash" - Elon Musk on the @joerogan podcast when talking about autopilot. $TSLA

Any comments @markbspiegel? 😬

[Realist @Macro_Sense]

Ross, just let me know. We're like $9 away in the pre market $TSLA

[MacroView Research @Macro_View]

[NEW] - Wack-A-Mole: #Silver Edition

#commodities #China #emergingmarkets

https://t.co/L8Zipw3of1

[MacroView Research @Macro_View]

[FREE FREE] --- TACVOL DAILY RANGES 9.7.18
$SPX $NDX #SHANGHAI #GOLD $VIX #CRUDEOIL $EURUSD $USDJPY $GBPUSD #BITCOIN #DOLLAR #NFP

https://t.co/SWJuQnJq4F

[MacroView Research @Macro_View]

[FREE FREE] --- TACVOL DAILY RANGES 9.7.18
$SPX $NDX #SHANGHAI #GOLD $VIX #CRUDEOIL $EURUSD $USDJPY $GBPUSD #BITCOIN #DOLLAR #NFP

https://t.co/SWJuQnJq4F

[Realist @Macro_Sense]

Now, remember when we're told the yield curve doesn't matter? It does if you know how to use it.

10s/2s inverted in red
utilities, consumer staples and REITs in orange.

$SPX #fed

[Realist @Macro_Sense]

This move in the $USDTRY is hysterically funny. The rot is already set it. Lets just get on with it and quit lollygagging lollygagging like something has changed.

[Realist @Macro_Sense]

Here is a sample of my TACVOL ranges from yesterday. To note, the sentiment/position scores dramatically declined from $SPX $NDX and #crudeoil and jump higher in $VIX

[Realist @Macro_Sense]

Here's just one of the charts I sent out this morning...

If the economy is full of momentum as the President and Neckties suggest, why are bond proxies outperforming the $SPX?

#ADP #ADP #CycleTurning #fed #dollar

[Realist @Macro_Sense]

#SouthAfrica enters recession. Ya don't say.

I've been warning of this. It only gets worse.

[Realist @Macro_Sense]

I enjoy watching clips of the mucks on @FoxBusiness talk about the DOW and how it has gone up solely by Trump's policies.

They neglect the 200%+ rise before Trump, aside from not particularly knowing what they're talking about. $SPX $DIA

[Realist @Macro_Sense]

Dang, turns out Hitler avoided a massive margin call on the blessing of funding not secured. $TSLA

[MacroView Research @Macro_View]

#silver

[MacroView Research @Macro_View]

[NEW] - Wack-A-Mole: #Silver Edition

#commodities #China #emergingmarkets

https://t.co/L8Zipw3of1

[MacroView Research @Macro_View]

[NEW] - Wack-A-Mole: #Silver Edition

#commodities #China #emergingmarkets

https://t.co/L8Zipw3of1