User: Tim Knight: Favorites

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
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