Here It Comes! Capital Fleeing U.S.A. for Emerging Markets. Next SuperCycle Begun.

You tell me, I got heavily short on Ibovespa 3 weeks ago and it is not a good experience to watch in my T&S screen all those gringos buying brazilian stock like there is no tomorrow!!
 
Quote from ByLoSellHi:

Ahh, to be so young and naive again.

You truly young lads will see what a decimated job market reaps when it's sowed.


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Just wait, watch and see what destruction of U.S. consumer purchasing power reaps for thee.
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That chart looks a lot like employment in 1981. You remember what unfolded over the next few years?

That being said, this is probably more like the bottom of 1974--an ultimate low leading up then into sideways action for 5-10 years. With the current spending and administration, an 80's/90's boom doesn't seem likely.

As for your source (Shadowstats), I'm not so sure. There are certainly problems and embellishments with government data, but I've talked to Ph.D. economists about Shadowstats and their methodology has quite a few holes as well.
 
Quote from MKTrader:

That chart looks a lot like employment in 1981. You remember what unfolded over the next few years?

That being said, this is probably more like the bottom of 1974--an ultimate low leading up then into sideways action for 5-10 years. With the current spending and administration, an 80's/90's boom doesn't seem likely.

As for your source (Shadowstats), I'm not so sure. There are certainly problems and embellishments with government data, but I've talked to Ph.D. economists about Shadowstats and their methodology has quite a few holes as well.
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I believe they use old style metric - the "old" methodology that the gov't used, before they started "tweeking" the numbers. IF you look at the BLS broadest measure its like 16% or so now. I don't think John Williams is far off. Its ugly either way.
 
Quote from misterno:

you shorted ibovespa????

Man I wish there are thousands of you trading

Theeen I can retire early

:D
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Sure, down 4% today heheh. I shorted above de 50k mark, I know guys that are sub 40 short, these are dead.

May the power be with GS, look where they got rid of some Chinese bank stocks!
 
Quote from aradiel:

Sure, down 4% today heheh. I shorted above de 50k mark, I know guys that are sub 40 short, these are dead.

May the power be with GS, look where they got rid of some Chinese bank stocks!
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