Users: Tim Knight: All Pages

20170114_RV3.jpg (1335×795)
20170114_RV3.jpg (1335×795)
Most expensive market EVER.
Tim Knight
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20170114_RV5.jpg (994×780)
20170114_RV5.jpg (994×780)
Reagan and Trump
Tim Knight
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20170114_RV10.jpg (1126×807)
20170114_RV10.jpg (1126×807)
Bubble three
Tim Knight
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20170114_RV11.jpg (851×811)
20170114_RV11.jpg (851×811)
Plotting the US dollar upward path
Tim Knight
20170114_RV15.jpg (917×793)
20170114_RV15.jpg (917×793)
The bull case
Tim Knight
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LFPR
LFPR
Labor force participation prate
Tim Knight
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Michigan Consumer Sentiment
Michigan Consumer Sentiment
Consumer sentiment
Tim Knight
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10-year Yield Log Scale
10-year Yield Log Scale
10 year treasury yield
Tim Knight
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Freddie Mac 30-Year
Freddie Mac 30-Year
Fixed rate mortgages (long term chart)
Tim Knight
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Treasury Yields since 2007
Treasury Yields since 2007
Yields across the board
Tim Knight
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20170113_brexit.jpg (961×511)
20170113_brexit.jpg (961×511)
FTSE up 18 of the past 19 days.........unless you actually judge it based in US dollars, in which case it's a loser.
Tim Knight
joe-friday-regional-banks-testing-breakout-level-jan-13-2017.jpg (1296×675)
joe-friday-regional-banks-testing-breakout-level-jan-13-2017.jpg...
Banging the top of the channel for regional banks
Tim Knight
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gold-dollar-ratio-tests-resistance-cluster-jan-12.jpg (1300×676)
gold-dollar-ratio-tests-resistance-cluster-jan-12.jpg (1300×676)
Dollar to gold ratio. I'm short gold myself.
Tim Knight
image
image
Optimism around oil is horribly high. I'm fading it.
Tim Knight
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2017.01.11 - Short Exposure 1.JPG (1213×680)
2017.01.11 - Short Exposure 1.JPG (1213×680)
Hedge funds have never been positioned so bullishly
Tim Knight
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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
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yields-bond-6-pack-at-extremes-jan-6.jpg (1566×708)
yields-bond-6-pack-at-extremes-jan-6.jpg (1566×708)
Bond prices and yields
Tim Knight
C1b2it0UUAAqOps.jpg:large (1571×733)
C1b2it0UUAAqOps.jpg:large (1571×733)
S&P to gold bugs ratio
Tim Knight
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20170104_notcheap.jpg (960×507)
20170104_notcheap.jpg (960×507)
Gee, what a great place to be going long equities.
Tim Knight
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U.S. Healthcare is a Global Outlier, and Not in a Good Way
U.S. Healthcare is a Global Outlier, and Not in a Good Way
US healthcare - - by far the most expensive as well as the least effective. USA! USA!
Tim Knight
bucking.jpg (1280×1093)
bucking.jpg (1280×1093)
Bond and stock returns in 2016
Tim Knight
2016+S%26P+500+Bradley+Siderograph+Turn+Dates+Large+%282015-12-16%29.png (1327×773)
2016+S%26P+500+Bradley+Siderograph+Turn+Dates+Large+%282015-12-16%2...
For the zillionth year in a row, the Bradley graph offered ZERO predictive utility.
Tim Knight
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indices-4-pack-testing-breakout-levels-dec-28.jpg (1572×708)
indices-4-pack-testing-breakout-levels-dec-28.jpg (1572×708)
Where the big indexes stand now
Tim Knight
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joe-friday-bearish-reversal-pattern-at-dual-resistance-dec-30.jpg (1573×731)
joe-friday-bearish-reversal-pattern-at-dual-resistance-dec-30.jp...
US dollar juncture
Tim Knight
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This Map Shows Where the World’s Billionaires Got Their Money
This Map Shows Where the World’s Billionaires Got Their Money
Where are the billionaires?
Tim Knight
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1993-2010_SF_Median_Sales_Prices.jpg (845×635)
1993-2010_SF_Median_Sales_Prices.jpg (845×635)
SF Real Estate Trends
Tim Knight
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20161227_MSchart.jpg (1647×1196)
20161227_MSchart.jpg (1647×1196)
Surprises from 2016
Tim Knight
10-year-yield-up-60-percent-in-20-weeks-testing-resistance-dec-19-1.jpg (1084×636)
10-year-yield-up-60-percent-in-20-weeks-testing-resistance-dec-19-1...
Long-term interest rate chart
Tim Knight
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crude-oil-measured-move-to-75-dec-20.jpg (1571×733)
crude-oil-measured-move-to-75-dec-20.jpg (1571×733)
Long-term crude oil chart
Tim Knight
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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
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joe-friday-banks-could-underperform-next-1-to-3-years-dec-23.jpg (1569×734)
joe-friday-banks-could-underperform-next-1-to-3-years-dec-23.jpg...
Banks to S&P ratio
Tim Knight
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20161221_BTC2_1.jpg (963×508)
20161221_BTC2_1.jpg (963×508)
Bitcoin absolutely killing gold.
Tim Knight
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20161221_gold2.jpg (960×484)
20161221_gold2.jpg (960×484)
Gold ETF Holdings Drop For Record 28 Straight Days
Tim Knight
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20161220_EOD1.jpg (963×509)
20161220_EOD1.jpg (963×509)
Is Dow 20k the new Nikkei 40k?
Tim Knight
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original_69878759. (1569×734)
original_69878759. (1569×734)
Copper and steel
Tim Knight
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crude-facing-800-pound-resistance-test-dec-16.jpg (1568×733)
crude-facing-800-pound-resistance-test-dec-16.jpg (1568×733)
Crude oil beneath broken channel
Tim Knight
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flows 2.jpg (1105×606)
flows 2.jpg (1105×606)
Trump trade rotation
Tim Knight
crude-oil-testing-multi-falling-channel-resistance-dec-14.jpg (1297×675)
crude-oil-testing-multi-falling-channel-resistance-dec-14.jpg (1...
Crude oil long term view
Tim Knight
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20161214_EOD1_0.jpg (600×317)
20161214_EOD1_0.jpg (600×317)
Thanks, Janet!
Tim Knight
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oil-sector-working-on-neckling-breakouts-dec-12.jpg (1568×704)
oil-sector-working-on-neckling-breakouts-dec-12.jpg (1568×704)
Energy sector breakout
Tim Knight
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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
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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
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dollar-gold-ratio-facing-resistance-cluster-dec-10-1.jpg (1297×679)
dollar-gold-ratio-facing-resistance-cluster-dec-10-1.jpg (1297×679)
Resistance cluster for gold
Tim Knight
barrons cover 20k_0.jpg (600×600)
barrons cover 20k_0.jpg (600×600)
Barron's this week
Tim Knight
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bank-Index-testing-triple-breakout-level-dec-8.jpg (1570×734)
bank-Index-testing-triple-breakout-level-dec-8.jpg (1570×734)
Banks at extreme levels
Tim Knight
joe-friday-stocks-and-bonds-testing-20-year-channels-dec-9.jpg (1576×732)
joe-friday-stocks-and-bonds-testing-20-year-channels-dec-9.jpg (...
Extremes for bonds AND stocks
Tim Knight
20161208_CAPE.jpg (857×404)
20161208_CAPE.jpg (857×404)
PE levels back to 1929
Tim Knight
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GS bear 1.jpg (797×632)
GS bear 1.jpg (797×632)
Federal deficit as % of GDP
Tim Knight
20161206_pessimism1.jpg (770×438)
20161206_pessimism1.jpg (770×438)
Black swans of 2017
Tim Knight
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black knight 2.jpg (850×554)
black knight 2.jpg (850×554)
Rising rates have greatly diminished the quantity of refinancing candidates
Tim Knight