User: Tim Knight: Favorites
Most expensive market EVER.
Freddie Mac 30-Year
Fixed rate mortgages (long term chart)
TLT/SPY is awfully similar (umm, identical) to 2007
Gee, what a great place to be going long equities.
Surprises from 2016
Junk bond divergence
Is Dow 20k the new Nikkei 40k?
The Dow has now been overbought for 23 days in a row...at the most overbought in 20 years...
PE levels back to 1929
Black swans of 2017
hanson bubble.jpg (947×818)
Houses NEVER more expensive
Public debt throughout time and the world
Long-term federal funds rate
Real assets to financial assets ratio
Whenever the market is down at least 1%, you buy the index with a little leverage, put on your central banker hat,...
Margin Debt and the Market
Ratio of enterprise value to corporate gross value-added is now nearly equal to the level observed at the 2000 mar...
Presently, the median stock in the S&P 500 is more overvalued than at any point in U.S. history, easily exceeding...
Three peaks and a domed house. Please, God, I hope so.
20160915 - Harvard 4.JPG (1212×881)
Male labor force participation
Yet another piece of evidence of how stupid-overpriced the market is.
Spoken languages of the world - cool stuff.
Options Traders Have Never Been More Bullish
Sentiment among the newsletter-sellers and financial twitterati has never been more bullish..
VIX is unprecedentedly low for an election year
Most bullish options positioning in HISTORY
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...
The last two times that the TSY-Gilt differential reached these levels signaled the top in US equities.
And the divergence just gets bigger.........
Hedges extremely short
Monster divergence between crude and stocks (again)
Real assets versus financial assets
Public debt as a percent of GDP
Chart showing when government tax revenues equals entitlement spending and interest
Corporate profit plunge
DB Mania.jpg (783×559)
Sentiment is now in "mania" phase, because people NEVER learn.
Equities are actually considered safer than bonds now. Freaky.
Household net worth as a percentage of disposable income.
Topping pattern on the NASDAQ
In spite of all the BTFD homos, ultimately stocks are going to blow past the lows of 2009.
I agree - - US interest rates are going to go NEGATIVE before this shitshow is all over.
consolidated debt to gdp Q1 2016.jpg (787×470)
Debt is rapidly losing its efficacy as a way to grow the GDP.
Secular bear market markers