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Ouuu weeee! Panasonic and Toyota are looking real good in end 2019 https://arstechnica.com/cars/2019/01/report-toyota-and-panasonic-to-create-an-electric-car-battery-spinoff-company/ The news outlet also said that the joint venture would be used to push forward the technology used in...

https://www.bloombergquint.com/davos-world-economic-forum-2019/davos-2019-kenneth-rogoff-says-chinas-economic-slowdown-isnt-temporary#gs.7S1tPoMq

Fast Eddie milked pension money, likely to feed all the stock buybacks https://www.msn.com/en-us/money/companies/feds-move-to-take-over-sears-pension-plans-will-cover-vast-majority-of-benefits-for-retailers-90000-retirees/ar-BBSr5G7

Yea... Paulson fell off, very good trader tho and self made billionaire

Hehe, Michael Burry is the man!

Buffet started from the bottom like the rest of us... He boomed with big options payouts, nobody ever gets rich or anywhere relevant trading 2 % of account ( Retail I am saying ). You would have to be a genius in quite a few mental aspects related to trading to get anywhere financially trading...

That is my point... Take this example, If you have 50 % unemployment on 100 Million people, 50 Million not working... If you have 50 % unemployment on 1.4 Billion people, that is 700 Million people not working. We are entering era of joblessness, AI, automation and robotics, smaller countries...

Central banks get to print Trillions, which leads to high inflation and high consumer debt servicing, in turn crush an economy. It's currently happening, Consumer Debt and Corporate debt is real and has serious effects. You can't print your way to prosperity, there are slower and more effective...

Work ethic eliminates fear... If a crucial point to thesis gets altered via external factors, re-adjust right away, profit or loss. Buffet makes good sense in this video

Deglobalisation and Automated 3D Printing is the end game for most countries, but to China it is the death blow and likely to never recover peak... They are by far world's largest manufacturer and exporter. By 2030, already 15-25 % of jobs will be eliminated in China, numbers can be argued to be...

Golden opportunities do not come very often... Trading huge when you see a situation unfolding at high probability is a must. Trading very small is for Institutions

No there not, Tesla is more likely to default now then ever before... Show proof of current prices, ill try hunting down prices for Jan. Ill report back if I find them

You have link to current swaps price on Tesla ? Would be interested, I do not have IHS markit Swaps data... Have to be Incorporated

Indeed, he didn't bother reading the credit scores in the pools, or having a junior spend 20-30 hours to make sure everything is legit, nobody really expected Moody's crookedness tho... I think the fact so many people wanted to buy AAA swaps should of raised some alarms for his team, cause under...

Hehe, I doubt Morgan Stanley is selling swaps anymore, Hubler reference was due to there Q4 bonds performance

He sold swaps, when the bonds got junked to hell, he got trunked!

Good job on actually following through and delivering a finished product

https://www.mpamag.com/news/non-prime/bank-of-america-to-underwrite-10bn-in-nonprime-loans-113820.aspx https://www.naca.com/ https://www.isda.org/2019/01/15/swapsinfo-full-year-2018-and-fourth-quarter-of-2018-review-summary/ Credit derivatives traded notional increased by 39.2% to $9.5...

Current recession is exactly identical to last crisis, only difference is collapse will start with downgrades in IG Bonds this time, last recession was in RMBS... I think after the last rounds of QE they figured out you can run the bill until collapse, get very rich while doing that, and in the...

You forgot to mention the bond maturity coming up, the fact Tesla is junked paying 9.5 % interest, or that credit markets have frozen, and will need to yield 11-12 % in order to get funding in 2019. The CDS activity tells you all you need to know, but don't worry CNBC says it's all good...