User: Tim Knight: Favorites

20170114_RV3.jpg (1335×795)
20170114_RV3.jpg (1335×795)
Most expensive market EVER.
Tim Knight
1
Freddie Mac 30-Year
Freddie Mac 30-Year
Fixed rate mortgages (long term chart)
Tim Knight
1
stock-bond-ratios-at-2007-extremes-jan-9.jpg (1296×680)
stock-bond-ratios-at-2007-extremes-jan-9.jpg (1296×680)
TLT/SPY is awfully similar (umm, identical) to 2007
Tim Knight
1
20170104_notcheap.jpg (960×507)
20170104_notcheap.jpg (960×507)
Gee, what a great place to be going long equities.
Tim Knight
5
20161227_MSchart.jpg (1647×1196)
20161227_MSchart.jpg (1647×1196)
Surprises from 2016
Tim Knight
junk-bond-divergence-to-stocks-2-years-again-dec-15.jpg (1568×705)
junk-bond-divergence-to-stocks-2-years-again-dec-15.jpg (1568×705)
Junk bond divergence
Tim Knight
3
20161220_EOD1.jpg (963×509)
20161220_EOD1.jpg (963×509)
Is Dow 20k the new Nikkei 40k?
Tim Knight
1
russell-at-top-of-25-year-rising-channel-dec-13.jpg (1572×734)
russell-at-top-of-25-year-rising-channel-dec-13.jpg (1572×734)
Russelll channel
Tim Knight
2
20161213_EOD8.jpg (960×489)
20161213_EOD8.jpg (960×489)
The Dow has now been overbought for 23 days in a row...at the most overbought in 20 years...
Tim Knight
5
20161208_CAPE.jpg (857×404)
20161208_CAPE.jpg (857×404)
PE levels back to 1929
Tim Knight
5
20161206_pessimism1.jpg (770×438)
20161206_pessimism1.jpg (770×438)
Black swans of 2017
Tim Knight
2
CyxepkCUkAApuwq.jpg:large (1297×678)
CyxepkCUkAApuwq.jpg:large (1297×678)
SPY/TLT ratio
Tim Knight
hanson bubble.jpg (947×818)
hanson bubble.jpg (947×818)
Houses NEVER more expensive
Tim Knight
2
20161122_bonds2.jpg (963×512)
20161122_bonds2.jpg (963×512)
Gargantuan divergence
Tim Knight
2
US-Budget-Debt-1901-to-2021-e1459203158201-1200x629.jpg (1200×629)
US-Budget-Debt-1901-to-2021-e1459203158201-1200x629.jpg (1200×629)
Tim Knight
3
20161022_war1.jpg (909×498)
20161022_war1.jpg (909×498)
Public debt throughout time and the world
Tim Knight
5
20161019_huss1.jpg (1375×1241)
20161019_huss1.jpg (1375×1241)
Long-term federal funds rate
Tim Knight
20161017_baml3.jpg (806×501)
20161017_baml3.jpg (806×501)
Real assets to financial assets ratio
Tim Knight
1
russell-spy-ratio-hit-resistance-attempting-breakdown-oct-13.jpg (1229×680)
russell-spy-ratio-hit-resistance-attempting-breakdown-oct-13.jpg...
Tim Knight
1
BTFD.jpg (1075×549)
BTFD.jpg (1075×549)
Whenever the market is down at least 1%, you buy the index with a little leverage, put on your central banker hat,...
Tim Knight
3
13b2f32568678e03b0b81297565844d2.png (908×662)
13b2f32568678e03b0b81297565844d2.png (908×662)
Margin Debt and the Market
Tim Knight
1
wmc161003b.png (860×717)
wmc161003b.png (860×717)
Ratio of enterprise value to corporate gross value-added is now nearly equal to the level observed at the 2000 mar...
Tim Knight
wmc161003c.png (791×690)
wmc161003c.png (791×690)
Presently, the median stock in the S&P 500 is more overvalued than at any point in U.S. history, easily exceeding...
Tim Knight
1
Ct3dKCVWIAAGHGe.jpg:large (700×549)
Ct3dKCVWIAAGHGe.jpg:large (700×549)
Bubbles bubbles
Tim Knight
3
sc (990×591)
sc (990×591)
Three peaks and a domed house. Please, God, I hope so.
Tim Knight
1
20160915 - Harvard 4.JPG (1212×881)
20160915 - Harvard 4.JPG (1212×881)
Male labor force participation
Tim Knight
5
CsGJxOdW8AAuunx.jpg:large (798×470)
CsGJxOdW8AAuunx.jpg:large (798×470)
Yet another piece of evidence of how stupid-overpriced the market is.
Tim Knight
1
languages-of-the-world-large.jpg (1000×1630)
languages-of-the-world-large.jpg (1000×1630)
Spoken languages of the world - cool stuff.
Tim Knight
3
20160818_open.jpg (960×506)
20160818_open.jpg (960×506)
Options Traders Have Never Been More Bullish
Tim Knight
7
20160813_VIX1.jpg (777×522)
20160813_VIX1.jpg (777×522)
Sentiment among the newsletter-sellers and financial twitterati has never been more bullish..
Tim Knight
2
20160813_VIX5.jpg (1169×620)
20160813_VIX5.jpg (1169×620)
VIX is unprecedentedly low for an election year
Tim Knight
1
20160813_VIX.jpg (964×506)
20160813_VIX.jpg (964×506)
Most bullish options positioning in HISTORY
Tim Knight
barc alpha.jpg (1141×599)
barc alpha.jpg (1141×599)
Thanks to central banks, the ability of hedge funds to generate returns in excess of the general market has been n...
Tim Knight
2
20160809_tsy2.jpg (961×494)
20160809_tsy2.jpg (961×494)
The last two times that the TSY-Gilt differential reached these levels signaled the top in US equities.
Tim Knight
5
20160809_prod3_1.jpg (967×512)
20160809_prod3_1.jpg (967×512)
And the divergence just gets bigger.........
Tim Knight
1
file.php (1400×800)
file.php (1400×800)
Hedges extremely short
Tim Knight
1
20160801_oil4.jpg (965×504)
20160801_oil4.jpg (965×504)
Monster divergence between crude and stocks (again)
Tim Knight
1
20160731_BAML2.jpg (1094×607)
20160731_BAML2.jpg (1094×607)
Real assets versus financial assets
Tim Knight
1
SR-budget-book-2015-chart-5-1024x689.png (1024×689)
SR-budget-book-2015-chart-5-1024x689.png (1024×689)
Public debt as a percent of GDP
Tim Knight
SR-budget-book-2015-chart-4-1024x707.png (1024×707)
SR-budget-book-2015-chart-4-1024x707.png (1024×707)
Chart showing when government tax revenues equals entitlement spending and interest
Tim Knight
20160730_bear1.jpg (994×580)
20160730_bear1.jpg (994×580)
Corporate profit plunge
Tim Knight
DB Mania.jpg (783×559)
DB Mania.jpg (783×559)
Sentiment is now in "mania" phase, because people NEVER learn.
Tim Knight
2
20160722_VIX1.jpg (956×505)
20160722_VIX1.jpg (956×505)
Equities are actually considered safer than bonds now. Freaky.
Tim Knight
2
20160722_scary.jpg (958×510)
20160722_scary.jpg (958×510)
Household net worth as a percentage of disposable income.
Tim Knight
joefriday-ndx-at-right-shoulder-june-10.jpg (1574×731)
joefriday-ndx-at-right-shoulder-june-10.jpg (1574×731)
Topping pattern on the NASDAQ
Tim Knight
1
20160610_edwards1.jpg (980×531)
20160610_edwards1.jpg (980×531)
In spite of all the BTFD homos, ultimately stocks are going to blow past the lows of 2009.
Tim Knight
3
20160610_edwards4.jpg (978×970)
20160610_edwards4.jpg (978×970)
I agree - - US interest rates are going to go NEGATIVE before this shitshow is all over.
Tim Knight
1
consolidated debt to gdp Q1 2016.jpg (787×470)
consolidated debt to gdp Q1 2016.jpg (787×470)
Debt is rapidly losing its efficacy as a way to grow the GDP.
Tim Knight
SP500-LongTerm-Indications-060716.png (900×811)
SP500-LongTerm-Indications-060716.png (900×811)
Cool stuff
Tim Knight
SP500-LongTerm-BearMarketSignals-060716.png (990×744)
SP500-LongTerm-BearMarketSignals-060716.png (990×744)
Secular bear market markers
Tim Knight
1