MarketViews.tv retweeted
Good Morning from Germany, where one of Europe’s biggest landlords calls the country “uninvestable.” Heimstaden is withholding fresh capital over Berlin’s expropriation plans. It owns 20,000 apartments in the city worth ~€5bn and estimates a potential €1bn loss. Its hybrid bond has plunged from ~98 cents in August to 82.5. The irony: a policy meant to tackle the housing shortage risks driving away investment without building a single new home. bloomberg.com/news/articles/…
MarketViews.tv retweeted
NDX has fallen hard since its Oct. 6 top. But the numbers of its components above their own 100MAs is rising. Usually I watch this for bearish divergences at tops. This is weird to see it showing a bullish divergence.
MarketViews.tv retweeted
Oct 11 post - Did a bell just ring for Treasury Bonds?
October 10 cover The Economist “Will bonds blow up?”
Cover suggested yields were topping
10 yr yield now down .4%
Thank you!
Economist - useful idiots
MarketViews.tv retweeted
On October 19, David Lin and I had a wide ranging conversation
- What's guiding monetary policy?
- What can we expect from Semiconductors?
- Why has the broad market been so weak?
- Outlook for Treasury yields
- Why Contrary Opinion is powerful
youtube.com/watch?v=m9GxsKUh…
MarketViews.tv retweeted
$SPCX Shareholders, you sure you want to buy this 5% ROIC business for $1.5T…?!
MarketViews.tv retweeted
"Do you feel more English or Bangladesh" - "Bangladesh"
"Do you miss Bangladesh?" - "Yes"
"What do you do for work?" - "I don't work"
"How do you make money and survive?" - "I get benefit"
There are millions more like him in the UK...
MarketViews.tv retweeted
Insurrección total de musulmanes y africanos en Milán.
Se extienden los disturbios por Europa.
Huyen de pozos de mierda para terminar conviertiendo los países que los acogen en otro pozo de mierda.
Se incendia todo menos las mezquitas
MarketViews.tv retweeted
Es gibt 54 muslimische Länder und ihr kommt in mein Land und ihr beschwert euch über meine Kleidung, Schinken und Hunde??
Fickt euch!!
MarketViews.tv retweeted
Good morning.
Of note: French bond yields have been surging today (Bloomberg chart), pulling European peers higher and spilling over somewhat into the US.
As noted previously, this dynamic is worth monitoring: if it gains traction, and it's an IF, the resulting two-way feedback loop could easily become a headache for many countries.
#economy #markets #france #yields #bonds
MarketViews.tv retweeted
Rioter in France.
“In the name of Allah, we will kill them all!”
But apparently it’s about classrooms.
MarketViews.tv retweeted
Fucking hell, they just did it!
The BBC actually described the Islamo-leftist riots burning France to the ground as “MOSTLY PEACEFUL”!
But Danny Tommo puncturing a people smuggling boat is terrorism to them.
Defund them NOW!































