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  1. Stockolio

    Thoughts on tonight's G20 meeting?

    It's even worst then that for Donny the clown, china told him to cave on huawei or ells there will be no talks... He caved, after Pompeo did the world tour in 2018 threatening every country if they did business with huawei, US wouldn't share intel with them... That guy is one messed up dude, US...
  2. Stockolio

    Has anyone ever seen a stock market meltup?

    Bye bye European Banks... china thanks you for the money, wonder how Europeans will react when ECB Bails out the European banks and they find out Trillions of US loans went to china who are mass defaulting in Eurodollar markets by that time ? Collateral garbage, Spain and Germany loved lending...
  3. Stockolio

    Has anyone ever seen a stock market meltup?

    https://www.sixthtone.com/news/1004153/debt-saddled-china-railway-announces-restructure CRC, which has built the world’s largest high-speed rail network, has been criticized for accruing massive debts while doing so. These amounted to 5.27 trillion yuan ($764 billion) by the end of March 2019...
  4. Stockolio

    The S&P 500 will top soon at 2925-2930

    Look at the explosion in buying... Came in at 11 Pacific or 2 Eastern on the second, immediately text got released it blew up, regardless of what happened it was gonna be bought, Mnuchin controls the PPT... Issue is US Dollar and Japanese Yen, huge implications for EM... Money Markets won't like...
  5. Stockolio

    The S&P 500 will top soon at 2925-2930

    This is a nightmare they got from Fed today... He didn't end QT, the last question mentioned if they would end early, he indicated it will go until September, no rate cuts to help EM banks currently dying on top. He indicated maybe 1 cut, markets pricing 100 % Cut in July, so they will oblige...
  6. Stockolio

    The Hong Kong Short - Full Video

    https://www.cnbc.com/2019/06/19/fed-decision-fed-leaves-rates-unchanged.html Gonna be a colddd summer in HK... Powell and the Fed want to end this cycle asap! The Fed’s decision to hold overnight rates steady was widely expected. However, the central bank said it does not expect to lower rates...
  7. Stockolio

    Has anyone ever seen a stock market meltup?

    Word on the street is that Tokyo is a big hub for US Dollar Distribution... China was the biggest client in Money Markets for Japan, now that china collateral shit the bed and hits Japan, they will sell offshore assets to cover hit at home... Japanese Yen will get a lot stronger with china...
  8. Stockolio

    Has anyone ever seen a stock market meltup?

    https://www.zerohedge.com/news/2019-06-19/meanwhile-china-echoes-lehman-interbank-market-freezes Some more background: in China, the funding flow goes like this (per Bloomberg): big national banks lend to smaller regional lenders, which then provide financing to non-bank peers such as...
  9. Stockolio

    Has anyone ever seen a stock market meltup?

    https://www.nasdaq.com/article/chinas-lehman-moment-is-about-to-arrive-cm1165852 Bloomberg has published a very interesting article arguing that China's economy and financial system might be on the edge of implosion. The publication mentions that the government's bailout of Baoshang Bank last...
  10. Stockolio

    Has anyone ever seen a stock market meltup?

    https://www.euronews.com/2019/06/19/chinas-small-banks-turn-to-exchanges-for-cash-as-money-markets-tighten This is a nightmare scenario for china playing out, this is plan Z in financial terms... I quote part of article : China’s smaller banks and brokers are turning to stock exchanges to...
  11. Stockolio

    Has anyone ever seen a stock market meltup?

    Tariffs have absolutely nothing to do with china collapsing... It affects Foreign Inflow, but at this stage of capital control, and just overall extremely negative sentiment towards the chinese commies and their view on business, tariffs or not Foreign money is leaving china as long as communist...
  12. Stockolio

    Has anyone ever seen a stock market meltup?

    https://www.yicaiglobal.com/news/chinese-real-estate-giant-yinyi-group-files-for-bankruptcy https://tradingeconomics.com/hong-kong/bankruptcies
  13. Stockolio

    Has anyone ever seen a stock market meltup?

    https://www.bloomberg.com/opinion/articles/2019-06-19/china-s-lehman-moment-is-drawing-closer https://www.journalpioneer.com/business/chinas-small-banks-turn-to-exchanges-for-cash-as-money-markets-tighten-323897/ Interbank rates for banks were close at 3.5% on Monday, but traders said the cost...
  14. Stockolio

    Has anyone ever seen a stock market meltup?

    BIS report from June 2018 https://www.fxstreet.com/analysis/the-geography-of-dollar-funding-of-non-us-banks-201901071552
  15. Stockolio

    Has anyone ever seen a stock market meltup?

    Haha, a melt-up ? They look at tea leaves, charts and they " understand " what's coming... Collateral in Money Markets has been deteriorating really bad, amount of negative yielding Treasuries in the world are at 11.8 Trillion US, that's a shit load of useless " collateral "... All those BBB...
  16. Stockolio

    The difference between $CHWY and Pets.com is....

    I quote : When central banks hold the cost of capital at zero, or at levels inconsistent with market forces, this induces mal-investment in the system. And the longer this environment persists the further this mal-investment is promoted. I think most people understand that but what this...
  17. Stockolio

    13 Hospital Bankruptcies in 2019 State By State

    Copied and Pasted from article...
  18. Stockolio

    Trump Has Gotten China to Lower Its Tariffs. Just Toward Everyone Else.

    Vietnam is controlled by china... I am close with a few nams, mostly Asian people where I am from =). Believe me when I say, the chinese communist control the Vietnamese communist. Vietnam is a one party communist state, the controlling faction and country in general has deep hate against the US...
  19. Stockolio

    The difference between $CHWY and Pets.com is....

    In its filing, Chewy reported a net loss of $268 million on total sales of $3.5 billion for its 2018 fiscal year... How do you make money selling a dollar for 90 cents ? Volume
  20. Stockolio

    Brazil has finally arrived to the party!

    Haha ain't shedding a tear... The quicker it snaps, the better for the bears. Hopefully Central Banks learn their lesson this time, and start getting off NIRP in EU and Japan. Word on the street is the Fed is gonna have the US in negative eventually, scary stuff...
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