What could possibly go wrong?


#1

Good thread from NorthmanTrader, one of my favorite twittos. Pretty much sums it up…

https://twitter.com/NorthmanTrader/status/1025355635368620032?s=19


#2

Also…


#3

I guess if companies won’t take on debt then the money supply isn’t going to increase! :chart_with_upwards_trend: Also @hervelequer, love that twitter thread! Great sum up if not a little disheartening


#4

Yep, I think I will add some more here. Like…

https://twitter.com/NorthmanTrader/status/1027980216096960512?s=19


#5

In case someone missed it…


#6

More on Turkey…


#7

Also …


#8

Another bubble …


#9

#10

Guess what happens when the ECB stops QE…


#11

Impressive…


#12

US tax cuts will pay for themselves…

https://twitter.com/NorthmanTrader/status/1040312230967947264?s=19


#13

Close to the tipping point?


#14

Roubini (dr doom) chiming in…


#15

Interesting…


#16

The smart money…


#17

Hey Herve! Have a read of James’ article on 10 year on.


#18

Amen to that :slightly_smiling_face:. Although not sure whether simply buying stocks, especially in a perrmabull market, amounts to “investing”.


#19

The so called emerging markets…


#20

Who will fail the hardest?

https://www.wsj.com/articles/the-company-implosion-pageant-1537724159?redirect=amp#click=https://t.co/SHWhsyGauC