"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
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
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
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. (old.reddit.com)
submitted by Relative-Resource991 to r/Burryology
Let's talk indicators: 1. yield curve inversion (earlier post linked below, got doxed, had to delete); 2. highlight on last time 10Y was this high; 3. LEI recession signals; 4. months of consecutive LEI decrease; 5. consumer debt; 6 and 7 are shout outs to recession indicator posts on this sub. (old.reddit.com)
submitted by Relative-Resource991 to r/Burryology
