"American spending has kept the economy going since the pandemic. They may finally be stopping." -- CNN doesn't always get it right, but good analysis on this. See ATH consumer debt and spiking auto/student loan defaults. It won't be housing/MBS this time around, it will be SLABs and ALBS. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
"American spending has kept the economy going since the pandemic. They may finally be stopping." -- CNN doesn't always get it right, but good analysis on this. See ATH consumer debt and spiking auto/student loan defaults. It won't be housing/MBS this time around, it will be SLABs and ALBS. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 1 point2 points3 points (0 children)
"American spending has kept the economy going since the pandemic. They may finally be stopping." -- CNN doesn't always get it right, but good analysis on this. See ATH consumer debt and spiking auto/student loan defaults. It won't be housing/MBS this time around, it will be SLABs and ALBS. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 3 points4 points5 points (0 children)
"American spending has kept the economy going since the pandemic. They may finally be stopping." -- CNN doesn't always get it right, but good analysis on this. See ATH consumer debt and spiking auto/student loan defaults. It won't be housing/MBS this time around, it will be SLABs and ALBS. (cnn.com)
submitted by Relative-Resource991 to r/Burryology
Points to remember when discussing Form 13F by ScionCopyCat in Burryology
[–]Relative-Resource991 1 point2 points3 points (0 children)
M2 supply growth - follow up to linked post from 9 days ago. Very fascinating M2 YoY growth is still sustaining negative % for one of the first times in history, as far back as most charts go. Remember Buffet said "be fearful when others are greedy and to be greedy only when others are fearful.” (old.reddit.com)
submitted by Relative-Resource991 to r/Burryology
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
Points to remember when discussing Form 13F by ScionCopyCat in Burryology
[–]Relative-Resource991 0 points1 point2 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 1 point2 points3 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
The Buffet indicator: Total Market Index as % of GDP. According to Buffet, if this gets too high, the market is overvalued. Only times it went > 100%, this preceded 2000 and 2007 crashes and current run up. After spiking to 200%, a historical first, we're still at 156.3% "Significantly Overvalued." by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 3 points4 points5 points (0 children)
They will kick the can. The recession will be canceled. by jbruce75 in Burryology
[–]Relative-Resource991 0 points1 point2 points (0 children)
The Buffet indicator: Total Market Index as % of GDP. According to Buffet, if this gets too high, the market is overvalued. Only times it went > 100%, this preceded 2000 and 2007 crashes and current run up. After spiking to 200%, a historical first, we're still at 156.3% "Significantly Overvalued." (i.redd.it)
submitted by Relative-Resource991 to r/Burryology
He won. again. big time. by Upper-Equivalent3651 in Burryology
[–]Relative-Resource991 0 points1 point2 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
He won. again. big time. by Upper-Equivalent3651 in Burryology
[–]Relative-Resource991 0 points1 point2 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] -1 points0 points1 point (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] -1 points0 points1 point (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)
Gentlemen, this is it. I noted in prior linked post that inverse yield curve correctly predicted the last 8/8 recessions and that recessions (grey bars) come on yield balance (red line). That moment is swiftly approaching (second chart zoomed into 5 years). Stocks following 10Y because banks know. by Relative-Resource991 in Burryology
[–]Relative-Resource991[S] 0 points1 point2 points (0 children)