Users: Tim Knight: All Pages

2-graph.png (624×380)
2-graph.png (624×380)
When one compares current valuations and supporting economic fundamentals to data that preceded damaging market co...
Tim Knight
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charts 6.jpg (974×699)
charts 6.jpg (974×699)
Sell the S&P – the stars have aligned: Hedge Fund Telemetry make a living out of market timing. The stars have a...
Tim Knight
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charts 4.jpg (1198×698)
Alarm Bells Ringing: Cantillon Consulting’s stock market thermometer, the Sotheby Indicator, is flashing warning...
Tim Knight
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charts 3.jpg (1088×702)
charts 3.jpg (1088×702)
The Most Expensive Market Ever: As TTMYGH points out, the CAPE ratio is a better metric of valuation, as it strips...
Tim Knight
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charts 1.jpg (1067×692)
charts 1.jpg (1067×692)
Crude oil doom
Tim Knight
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20170816_best2.png (508×489)
20170816_best2.png (508×489)
It’s been more than a year since the S&P 500 has suffered a 5% pullback...
Tim Knight
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20170816_best4.png (1175×619)
20170816_best4.png (1175×619)
The Dow has hit 31 all-time highs in 2017 and has done so with no more than a 3% pullback.
Tim Knight
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20170816_best1.jpg (508×489)
20170816_best1.jpg (508×489)
The S&P 500 has not seen a drawdown of more than 3% since the election last November. As PensionPartners' Charlie...
Tim Knight
20170815_VIX3.png (666×595)
20170815_VIX3.png (666×595)
We’ve talked in the past about Pascal’s Wager and simple decision matrices, and couldn’t help but think that to...
Tim Knight
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20170815_VIX1.png (1178×622)
20170815_VIX1.png (1178×622)
For the 5th time this year, VIX spiked and was instantly crushed in the last week...
Tim Knight
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20170814_EPS.png (791×461)
20170814_EPS.png (791×461)
This chart shows those “adjusted” earnings per share for the S&P 500 companies (black line) and the S&P 500 index...
Tim Knight
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20170814_EPS1.png (494×435)
20170814_EPS1.png (494×435)
As of Friday, the aggregate P/E ratio is 24.3:
Tim Knight
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20170811_EOD12.jpg (1182×617)
20170811_EOD12.jpg (1182×617)
My favorite analog right now...........
Tim Knight
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20170810_breslow.jpg (1181×597)
20170810_breslow.jpg (1181×597)
Pretty much.
Tim Knight
Our Broken Economy, in One Simple Chart - The New York Times
Our Broken Economy, in One Simple Chart - The New York Times
Our Broken Economy, in One Simple Chart
Tim Knight
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Logarithmic-Chart-Stock-Market-Crash-1929.jpg (553×373)
Logarithmic-Chart-Stock-Market-Crash-1929.jpg (553×373)
Crash of 1929 - this is what I keep hidden under my mattress.
Tim Knight
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20170807_EOD3.jpg (512×278)
20170807_EOD3.jpg (512×278)
A fascinating statistic about the current no-vol state of the market, courtesy of Deutsche's Jim Reid, who points...
Tim Knight
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lxaiecpsccez.png (2000×1125)
lxaiecpsccez.png (2000×1125)
South Park rating by Episode and Season
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What Recovery? The Great Recession Is Still With Us, New Study Finds | Zero Hedge
What Recovery? The Great Recession Is Still With Us, New Study F...
Here is the most important chart I have seen in some months now. The chart shows the 'new normal' post-2007 crisis...
Tim Knight
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20170806_labor.jpg (607×391)
20170806_labor.jpg (607×391)
In total, the current breadth of the labor market is indicating that wages and salaries will move lower over the n...
Tim Knight
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20170805_dow2.jpg (1184×621)
20170805_dow2.jpg (1184×621)
Since The Fed (et al.) began tinkering (red shaded box), markets have slowly (and now quickly) died. Perhaps ev...
Tim Knight
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20170805_dead.jpg (924×547)
20170805_dead.jpg (924×547)
How unusual is this? Simple - it's never, ever (in 90 years of S&P history) happened before...
Tim Knight
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20170803_eod4.jpg (924×546)
20170803_eod4.jpg (924×546)
In fact - the last 11-days have been the quietest in the 90 year history of Bloomberg's S&P data...
Tim Knight
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us china trade war industry.jpg (1062×599)
us china trade war industry.jpg (1062×599)
Trade balance with China/US by product
Tim Knight
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20170801_defl.jpg (1183×597)
20170801_defl.jpg (1183×597)
Is this, by any stretch of the imagination, the kind of economy in which the Federal Reserve should be tightening...
Tim Knight
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gold-silver-ratio-could-be-creating-head-shoulders-top-july-31.jpg (1294×675)
gold-silver-ratio-could-be-creating-head-shoulders-top-july-31.j...
Below looks at the Gold Futures/Silver Futures ratio over the past decade. The ratio bottomed in 2011 and started...
Tim Knight
crude-oil-falling-resistance-test-aug-1.jpg (1570×735)
crude-oil-falling-resistance-test-aug-1.jpg (1570×735)
Crude Oil is worth about a third (down 65%) of what it was worth back in 2008. It’s lost about half of it value...
Tim Knight
20170801_PMI2.jpg (1184×621)
20170801_PMI2.jpg (1184×621)
After six straight months lower, PMI bounced in July (very slightly beating the 53.2 expectation) but ISM dipped a...
Tim Knight
20170730_rv.jpg (581×331)
20170730_rv.jpg (581×331)
And what’s the first thing you sell when you lose your job and your stocks are tanking? That very same RV. Which...
Tim Knight
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coffee-another-bullish-wick-after-breakout-july-28.jpg (1294×678)
coffee-another-bullish-wick-after-breakout-july-28.jpg (1294×678)
Could these large decline present an opportunity in Coffee? Sure could! Below looks at the chart of JO and what th...
Tim Knight
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20170727_bezos.jpg (1148×545)
The zillionaires Bill Gates and Jeff Bezos
Tim Knight
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chartoftheday_10437_the_most_hated_office_jargon_n.jpg (960×684)
Most hated office jargon ("punch a puppy"???)
Tim Knight
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us-dollar-bulls-lowest-in-three-years-july-26.jpg (1143×619)
us-dollar-bulls-lowest-in-three-years-july-26.jpg (1143×619)
Mega-low sentiment on the US dollar
Tim Knight
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us-dollar-9-decline-in-30-weeks-testing-dual-support-july-26.jpg (856×636)
us-dollar-9-decline-in-30-weeks-testing-dual-support-july-26.jpg...
Below looks at the US$ over the past 18-years, with 30-week performance applied-
Tim Knight
ue372g2aembz.png (1173×775)
ue372g2aembz.png (1173×775)
Deaths by airline (DAYUM, China!)
Tim Knight
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lzge7xt1tgbz.png (1562×700)
Most expensive construction projects in history
Tim Knight
20170725_EOD2.jpg (1577×844)
20170725_EOD2.jpg (1577×844)
VIX has not closed above 10 for 9 straight days - starting with Yellen's dovish Humphrey Hawkins testimony - this...
Tim Knight
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eem-vs-spy-since-2011-highs-july-24.jpg (1297×673)
eem-vs-spy-since-2011-highs-july-24.jpg (1297×673)
Below compares the performance of EEM to the S&P 500 since 2011
Tim Knight
copper-monthly-breaking-out-july-25.jpg (1573×732)
copper-monthly-breaking-out-july-25.jpg (1573×732)
Below looks at Copper Futures on a monthly basis, since the late 1980’s. A good deal of the past 30-years, Doc C...
Tim Knight
20170721_gold.jpg (1180×618)
20170721_gold.jpg (1180×618)
Despite that realization that all is not as utopian as surveys once suggested, US equities have soared to record h...
Tim Knight
fxi-ascending-triangle-breakout-next-target-unfilled-gap-july-19.jpg (1296×675)
fxi-ascending-triangle-breakout-next-target-unfilled-gap-july-19...
China ETF (FXI) in 2015 started falling hard. While it was doing so, it left a “large unfilled weekly gap” on...
Tim Knight
20170719_EOD1.jpg (1180×621)
20170719_EOD1.jpg (1180×621)
Russell VIX collapses to lowest level in history
Tim Knight
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zliifvpgdz9z.png (734×546)
Jesus!
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36x2xd0vp0az.png (3325×2275)
Federal Reserve Bank - Credit Easing Balance Sheet
Tim Knight
coffee-jo-attempting-breakout-july-13.jpg (1295×677)
coffee-jo-attempting-breakout-july-13.jpg (1295×677)
Below looks at Coffee ETF JO and the pattern it has been making the past few years-
Tim Knight
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copper-futures-attempting-breakout-july-17.jpg (1296×677)
copper-futures-attempting-breakout-july-17.jpg (1296×677)
Doc Copper could be attempting to do something it hasn’t for years in the chart below.
Tim Knight
20170714_eod6.jpg (1185×614)
20170714_eod6.jpg (1185×614)
The stock market is near peak euphoria here (tracked by the ratio of Fwd P/E to VIX)...
Tim Knight
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20170714_eod13.jpg (1144×619)
20170714_eod13.jpg (1144×619)
Tim Knight
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gold-silver-monthly-testing-16-year-support-at-the-same-time-july-14.jpg (1296×674)
gold-silver-monthly-testing-16-year-support-at-the-same-time-july-1...
Below looks at only Gold & Silver since the late 1990’s and why the price point in Gold & Silver are testing wha...
Tim Knight
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performance-spy-gold-silver-since-2001-lows-july-14.jpg (1293×675)
performance-spy-gold-silver-since-2001-lows-july-14.jpg (1293×675)
From 2001 until 2011, Gold & Silver both outperformed the S&P 500 by more than 500% each!
Tim Knight
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