I put in these trades April 1. It's done well.
https://adventuresincapitalism.com/2020/03/13/ignore-the-market-crash-and-buy-tankers/
Here's a video explaining the play on tankers:
https://www.realvision.com/opportunity-in-the-covid-crude-oil-contango?utm_source=contributor&utm_medium=referral&utm_campaign=43916_HK_GH_CONT_W1_LINK
Showing posts with label crash. Show all posts
Showing posts with label crash. Show all posts
Monday, April 27, 2020
Monday, August 31, 2015
Thursday, August 6, 2015
Wednesday, July 8, 2015
Saturday, December 27, 2014
Game Over Japan: Real Wages Crash Most In 21st Century, Savings Rate Turns Negative
Japan is toast. They are trapped in a Keynesian debt (death) spiral.
http://www.zerohedge.com/news/2014-12-26/game-over-japan-real-wages-crash-most-21st-century-savings-rate-turns-negative
http://www.zerohedge.com/news/2014-12-26/game-over-japan-real-wages-crash-most-21st-century-savings-rate-turns-negative
Labels:
21st century,
crash,
Game Over,
Japan,
negative,
Real Wages,
Savings Rate
Tuesday, December 2, 2014
The Middle Class Spending Crash Explained
The middle class squeeze is in place. But hey, government statistics insist inflation is benign, right?
http://www.zerohedge.com/news/2014-12-02/middle-class-spending-crash-explained
http://www.zerohedge.com/news/2014-12-02/middle-class-spending-crash-explained
Labels:
crash,
middle class,
spending
Friday, October 31, 2014
Thursday, August 21, 2014
Tuesday, August 12, 2014
Wednesday, March 5, 2014
Sunday, November 3, 2013
Thursday, September 19, 2013
Sunday, June 30, 2013
Friday, May 31, 2013
The 34 Words That May Have Caused Today's Crash In Stocks
A little truth serum from unlikely sources--bankers, tanks stocks.
http://www.zerohedge.com/news/2013-05-31/34-words-may-have-caused-todays-crash-stocks
http://www.zerohedge.com/news/2013-05-31/34-words-may-have-caused-todays-crash-stocks
Thursday, April 18, 2013
Gold crashes but physical demand sees unprecedented demand
This author properly differentiates between paper shorts (seller-manipulators) and physical longs (buyers), but he improperly uses the phrase "short squeeze." In a short squeeze, prices rebound sharply as a combination of shorts covering and longs buying contribute to the melt up in the aftermath of bear raid reversal. In other words, the short squeeze hasn't happened--yet.
http://www.resourceinvestor.com/2013/04/18/gold-crashes-but-physical-demand-sees-unprecedente?ref=hp
http://www.resourceinvestor.com/2013/04/18/gold-crashes-but-physical-demand-sees-unprecedente?ref=hp
Labels:
crash,
gold,
physical demand,
unprecedented
Tuesday, April 16, 2013
Thursday, May 10, 2012
JPM Crashing After It Convenes Emergency Call To Advise Of "Significant Mark-To-Market" Losses In Bruno Iksil/CIO Group
In another mainstream media's "no one saw this coming" event, JPMorgan implodes.
http://www.zerohedge.com/news/jpm-crashing-after-it-convenes-emergency-call-advise-significant-mark-market-losses
http://www.zerohedge.com/news/jpm-crashing-after-it-convenes-emergency-call-advise-significant-mark-market-losses
Monday, September 26, 2011
Saturday, March 19, 2011
Wednesday, June 10, 2009
Dissecting a Manic Bubble and Subsequent Crash
I took an on-line course at MIT on Behavioral Economics, and one of the topics was manias and asset bubbles. I'll leave out the higher math equations, and summarize what seems painfully obvious, but illustrative nonetheless.
Every asset bubble has similar characteristics, whether it's the Tulip Mania, the South Seas Bubble, the Internet Bubble, or whatever we experienced in 2008 (let's call it a Subprime Mortgage crisis).
1) First, you have to have a catalyst (tulips, internet, real estate, easy money),
2) Then, smart money insiders quickly claim stakes (railways, gold, securitization, IPO's),
3) Development of infrastructure to sustain the bubble for the mainstream citizens (setting up exchanges, networks, charters, assessors, government subsidies)
4) Authoritative blessing (government approval, official government support, parliamentary passage, AAA credit ratings),
5) The inevitable crash (stock market crash, real estate crash, defaults, bankruptcies, foreclosures),
6) Post-crash political reaction (regulation, litigation, fraudulent activity, accounting reforms, creation of government agencies).
The discomforting fact is that bubbles need an inflow of progressively more naive investors, much like a malignant tumor needs blood to metastasize. Prognosticators who predict these crashes in the midst of a bull market are demonized as heretics. These manias can be back-dated several hundred years, and the similarities are eerily haunting. Let's hope we don't go overboard with step 6 and put a death chokehold on our economy this time around.
Every asset bubble has similar characteristics, whether it's the Tulip Mania, the South Seas Bubble, the Internet Bubble, or whatever we experienced in 2008 (let's call it a Subprime Mortgage crisis).
1) First, you have to have a catalyst (tulips, internet, real estate, easy money),
2) Then, smart money insiders quickly claim stakes (railways, gold, securitization, IPO's),
3) Development of infrastructure to sustain the bubble for the mainstream citizens (setting up exchanges, networks, charters, assessors, government subsidies)
4) Authoritative blessing (government approval, official government support, parliamentary passage, AAA credit ratings),
5) The inevitable crash (stock market crash, real estate crash, defaults, bankruptcies, foreclosures),
6) Post-crash political reaction (regulation, litigation, fraudulent activity, accounting reforms, creation of government agencies).
The discomforting fact is that bubbles need an inflow of progressively more naive investors, much like a malignant tumor needs blood to metastasize. Prognosticators who predict these crashes in the midst of a bull market are demonized as heretics. These manias can be back-dated several hundred years, and the similarities are eerily haunting. Let's hope we don't go overboard with step 6 and put a death chokehold on our economy this time around.
Labels:
bubbles,
characteristics,
crash,
mania
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