User: Tim Knight: Favorites

20170501_macro.jpg (964×502)
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
20170512_gdp1.jpg (963×505)
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
mmwgshlp2euy.png (2834×1346)
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
more and more.jpg (586×622)
more and more.jpg (586×622)
Citi: Central Banks "Took Over" Markets In 2009; In December The "Unwind" Begins
Tim Knight
1
20170404_FEDSPX.jpg (1056×505)
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
ekaQPBpN3nAiAfpOJlKhMEkAz4FAthyiEvUzFMK6YyM.jpg (564×564)
ekaQPBpN3nAiAfpOJlKhMEkAz4FAthyiEvUzFMK6YyM.jpg (564×564)
Purpose
Tim Knight
2
0403-specs.png
0403-specs.png
Sentiment is at RECORD levels. Bulls, beware.
Tim Knight
20170328_stocks.jpg (968×504)
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
20170324_durgoods2.jpg (961×488)
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
20170322_six.jpg (966×508)
20170322_six.jpg (966×508)
S&P's Six-Month Cycle Top Strikes Right On Cue
Tim Knight
3
bofa valluation.jpg (773×415)
bofa valluation.jpg (773×415)
Investors Admit Stocks Are The Most Overvalued Since 2000, Rush To Buy Them Anyway
Tim Knight
C7CzYOuU4AE8Suz.jpg:large (1296×675)
C7CzYOuU4AE8Suz.jpg:large (1296×675)
Tim Knight
4
6-pack-reflecting-small-support-breaks-march-14.jpg (1567×705)
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
20170310_wealth.jpg (961×509)
20170310_wealth.jpg (961×509)
Household Wealth Has Never Been Higher Relative To Income
Tim Knight
4
20170308_mccl.jpg (961×508)
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
BSmMBo3.png (1019×520)
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
just buy everything_0.jpg (500×274)
just buy everything_0.jpg (500×274)
This pretty much says it all.
Tim Knight
5
20170221_danger1.jpg (963×481)
20170221_danger1.jpg (963×481)
The S&P 500 has now gone a stunning 50 days without a 1% swing...
Tim Knight
crude-oil-testing-resistance-as-most-bullish-crowded-trade-in-history-in-play-feb-7.jpg (1577×717)
crude-oil-testing-resistance-as-most-bullish-crowded-trade-in-histo...
Crude oil - most crowded bull trade in history
Tim Knight
2
pic1dc9112307b7376ae25cc929785df22f.png (783×506)
pic1dc9112307b7376ae25cc929785df22f.png (783×506)
Margin debt and the S&P 500
Tim Knight
1
pic3268b577a81977084b90f2751b9a7b6b.png (894×513)
pic3268b577a81977084b90f2751b9a7b6b.png (894×513)
Market recoveries and declines measured in time
Tim Knight
dispersion HF.jpg (1195×806)
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
CS trump 1.jpg (1235×790)
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
basic-materials-testing-2007-highs-feb-3.jpg (1298×678)
basic-materials-testing-2007-highs-feb-3.jpg (1298×678)
Basic materials repeating 2007
Tim Knight
3
pug-sp-500-monthly-1-26-17.jpg (1476×870)
pug-sp-500-monthly-1-26-17.jpg (1476×870)
PUG's long-term view
Tim Knight
1
Hussman-price-sales-ratio-Jan-17.jpg (600×507)
Hussman-price-sales-ratio-Jan-17.jpg (600×507)
Median price/revenue ratio. Stocks have NEVER been more expensive.
Tim Knight
5
20170131_macro.jpg (946×486)
20170131_macro.jpg (946×486)
What is perhaps more immediately worrying is the seasonal tendency for a post-fiscal-year surge in Economic data f...
Tim Knight
20170130_SEVEN6.jpg (929×707)
20170130_SEVEN6.jpg (929×707)
Stock market capitalization as a percentage of gross domestic income (GDI) is at its second highest level in 90 years
Tim Knight
2
20170130_SEVEN7.jpg (979×782)
20170130_SEVEN7.jpg (979×782)
The price-to-sales on the S&P500 is at its second highest in history, rivaled only by the 2000 bubble.
Tim Knight
spx-gold-bugs-topping-pattern-right-shoulder-breakdown-jan-30.jpg (1295×678)
spx-gold-bugs-topping-pattern-right-shoulder-breakdown-jan-30.jp...
S&P/Gold Bugs; Completed Head & Shoulders top?
Tim Knight
20170127_GDP_Obama.jpg (1719×1231)
20170127_GDP_Obama.jpg (1719×1231)
And worse still, Barack Obama is the only president in US history to never have a year of economic growth over 3.0%...
Tim Knight
2
correction 2.jpg (1275×476)
correction 2.jpg (1275×476)
Long-term P/E ratio
Tim Knight
1
correction 1.jpg (1314×648)
correction 1.jpg (1314×648)
Until recently. As the next chart shows, we are now 11.2 months removed from the bottom of the last correction. Wh...
Tim Knight
3
20170122_oil1.jpg (961×510)
20170122_oil1.jpg (961×510)
The Last Time Oil Speculators Were This 'Long', Crude Collapsed
Tim Knight
5
key-indices-testing-top-of-long-term-channels-jan-20.jpg (1565×682)
key-indices-testing-top-of-long-term-channels-jan-20.jpg (1565×682)
Sectors banging up against resistance across the board
Tim Knight
1
20170114_RV3.jpg (1335×795)
20170114_RV3.jpg (1335×795)
Most expensive market EVER.
Tim Knight
1