User: Tim Knight: Favorites

20170627_odd1.jpg (963×512)
20170627_odd1.jpg (963×512)
The S&P versus Reality
Tim Knight
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Investor-Psychology-100k-062417.png (900×541)
A long view of the psychology of the markets
Tim Knight
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Oil-WTIC-XLE-062217.png (990×591)
Since then energy stocks have continued to deteriorate and oil prices have now broken important support. The next...
Tim Knight
SP500-Comparison-061617.png (1102×687)
SP500-Comparison-061617.png (1102×687)
Historically speaking, such levels of exuberance have tended to have poor outcomes for investors who did not reali...
Tim Knight
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bradley-model-turn-date-chart.png (927×664)
Bradley Sideograph for 2017
Tim Knight
3
20170615_EOD6.jpg (960×486)
20170615_EOD6.jpg (960×486)
Notably, the US Macro Surprise Index has dropped for 13 straight weeks (since The Fed hiked in March) - this is th...
Tim Knight
1
stock-bond-ratio-could-be-creating-double-top-and-hands-pattern-june-15.jpg (1293×675)
stock-bond-ratio-could-be-creating-double-top-and-hands-pattern-jun...
Below looks at the Stock/Bond ratio (SPX/ZROZ), using the two assets from above. The ratio in our humble opinion,...
Tim Knight
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2sa4gh97yl2z.png (981×664)
The world's most valuable brands
Tim Knight
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q1 2017 balance sheet.jpg (1048×915)
US households total net worth breakdown
Tim Knight
4
20170524_FOMC2.jpg (967×507)
20170524_FOMC2.jpg (967×507)
So what happens when The Fed balance sheet normalization begins?
Tim Knight
1
20170523_EOD1.jpg (963×504)
20170523_EOD1.jpg (963×504)
US macro data crashed to its weakest since Feb 2016 (when the world was worried about global recession)...
Tim Knight
1
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20170501_macro.jpg (964×502)
"It Fell Off A Cliff": Morgan Stanley's Macro Indicator Just Crashed The Most Since Dec. 2008
Tim Knight
1
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20170512_gdp1.jpg (963×505)
US Macro Data Crashes To 1 Year Lows
Tim Knight
3
How Amazon Killed The Department Store, In Five Charts | Zero Hedge
How Amazon Killed The Department Store, In Five Charts | Zero Hedge
The death of traditional retail
Tim Knight
1
2017.05.03 - Prudent Speculator 2.jpg (1254×1080)
2017.05.03 - Prudent Speculator 2.jpg (1254×1080)
'Reputable' Investing Newsletter To Millennials: "If You Do Not Have 100% In Equities, You Are Crazy"
Tim Knight
3
Top Unicorns by Valuation [OC] : dataisbeautiful
Top Unicorns by Valuation [OC] : dataisbeautiful
Top Unicorns by Valuation
Tim Knight
1
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mmwgshlp2euy.png (2834×1346)
Top brands in the world over the past decade
Tim Knight
"Throwing In The Towel" - US Stock Market Shorts Hit 10-Year Low | Zero Hedge
"Throwing In The Towel" - US Stock Market Shorts Hit 10-Year Low...
It appears the bears have almost fully "thrown in the towel" as short interest in the US equity market's most liqu...
Tim Knight
2
overvalued bofa 1.jpg (981×466)
overvalued bofa 1.jpg (981×466)
A multitude of metrics showing how overvalued the market is right now.
Tim Knight
The Problem No One in DC Wants to Talk About  |  Ricochet
The Problem No One in DC Wants to Talk About  |  Ricochet
While the Beltway class hyperventilates over the latest political gaffe and jockeys for position in the 2018 midterms...
Tim Knight
2
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more and more.jpg (586×622)
Citi: Central Banks "Took Over" Markets In 2009; In December The "Unwind" Begins
Tim Knight
1
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20170404_FEDSPX.jpg (1056×505)
Massive divergence between S&P and the Fed balance sheet
Tim Knight
4
transports-could-be-repeating-1999-and-2007-pattern-april-6.jpg (1570×730)
transports-could-be-repeating-1999-and-2007-pattern-april-6.jpg...
The transports are a key cog in our economy, so they also tend to be a key indicator for stocks historically.
Tim Knight
2
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ekaQPBpN3nAiAfpOJlKhMEkAz4FAthyiEvUzFMK6YyM.jpg (564×564)
Purpose
Tim Knight
2
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0403-specs.png
Sentiment is at RECORD levels. Bulls, beware.
Tim Knight
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20170328_stocks.jpg (968×504)
The Last Time Americans Felt This Good About Stocks, The Dot Com Bubble Burst 2 Months Later
Tim Knight
5
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20170324_durgoods2.jpg (961×488)
Durable Goods Orders have gone nowhere for five years...
Tim Knight
2
The $74 Trillion Global Economy in One Chart
The $74 Trillion Global Economy in One Chart
The $74 Trillion Global Economy in One Chart
Tim Knight
3
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20170322_six.jpg (966×508)
S&P's Six-Month Cycle Top Strikes Right On Cue
Tim Knight
3
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bofa valluation.jpg (773×415)
Investors Admit Stocks Are The Most Overvalued Since 2000, Rush To Buy Them Anyway
Tim Knight
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C7CzYOuU4AE8Suz.jpg:large (1296×675)
Tim Knight
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6-pack-reflecting-small-support-breaks-march-14.jpg (1567×705)
Speaking of broken, wanted to share a few tools we look at behind the scenes, that reflect a couple of small crack...
Tim Knight
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20170310_wealth.jpg (961×509)
Household Wealth Has Never Been Higher Relative To Income
Tim Knight
4
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20170308_mccl.jpg (961×508)
Henrich notes that the McClellan Oscillator's plunge implies a VIX around 16-21... it's at 11.45! This has never h...
Tim Knight
5
Margin Debt Growth
Margin Debt Growth
But with recovery after the Tech Crash, margin debt gradually returned to a growth rate closer to its former self...
Tim Knight
2
Margin Debt Inverted
Margin Debt Inverted
At the suggestion of Mark Schofield, Managing Director at Strategic Value Capital Management, LLC, we've created t...
Tim Knight
2
Treasury Yields: A Long-Term Perspective - dshort - Advisor Perspectives
Treasury Yields: A Long-Term Perspective - dshort - Advisor Pers...
Last year was a remarkable one for yields. The 10-year note hit its historic closing low of 1.37% in July and then...
Tim Knight
shiller PE.jpg (960×720)
shiller PE.jpg (960×720)
The best argument for avoiding US stocks is simple: valuation. Using the Shiller PE Ratio (price divided by a 10...
Tim Knight
2
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BSmMBo3.png (1019×520)
Largest occupations in the United States
Tim Knight
2
djia
djia
Amazing long-term view of stock uptrend and channel
Tim Knight
1
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just buy everything_0.jpg (500×274)
This pretty much says it all.
Tim Knight
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20170221_danger1.jpg (963×481)
The S&P 500 has now gone a stunning 50 days without a 1% swing...
Tim Knight
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crude-oil-testing-resistance-as-most-bullish-crowded-trade-in-histo...
Crude oil - most crowded bull trade in history
Tim Knight
2
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pic1dc9112307b7376ae25cc929785df22f.png (783×506)
Margin debt and the S&P 500
Tim Knight
1
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Market recoveries and declines measured in time
Tim Knight
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dispersion HF.jpg (1195×806)
Thanks to all the government interference in the markets, hedge funds pretty much have sucked for 8 years.
Tim Knight
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CS trump 1.jpg (1235×790)
Trump popularity *IS* the market now. Which is pretty awesome.
Tim Knight
1
transports-could-be-repeating-1999-and-2007-pattern-feb-3.jpg (1568×734)
transports-could-be-repeating-1999-and-2007-pattern-feb-3.jpg (1...
Third major instance of a very bearish setup in Dow Transports
Tim Knight
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basic-materials-testing-2007-highs-feb-3.jpg (1298×678)
Basic materials repeating 2007
Tim Knight
3
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pug-sp-500-monthly-1-26-17.jpg (1476×870)
PUG's long-term view
Tim Knight
1