Tuesday, May 11, 2021

The Morning Call---If everyone sees it, is it still a bubble?

 

The Morning Call

 

5/11/21

 

The Market

         

    Technical

 

            Monday in the charts.

            https://www.zerohedge.com/markets/tech-wrecks-ether-erupts-commodities-crumble-dollar-gives-2021-gains

 

    Fundamental

 

       Headlines

 

              The Economy

 

                        US

 

The April small business optimism index was reported at 99.8 versus 98.2 in March.

 

                        International

 

March Japanese household spending  rose 7.2% versus estimates of +2.1%.

 

April Chinese CPI came in at -0.3% versus expectations of -0.2%; YoY PPI was +6.8% versus +6.5%.

 

The May German economic sentiment index was 84.4 versus forecasts of 72.0; the EU economic sentiment index was 84.0 versus 66.3 recorded in April.

 

                        Other

 

            Biden’s Plan

 

              Heads Uncle Joe wins, tails you lose.

              https://www.realclearpolitics.com/articles/2021/05/08/bidens_capital_gains_tax_heads_we_win_tails_you_lose.html

 

              Many making more on unemployment than working.

              https://www.zerohedge.com/markets/shocking-chart-shows-most-workers-now-make-more-unemployment-their-jobs

           

            Inflation

 

              Higher prices leave consumers feeling the pinch.

              https://www.wsj.com/articles/consumers-adjust-to-higher-prices-11620552601

 

 

     Bottom line.

 

            The CAPE ratio is very high.

            https://theirrelevantinvestor.com/2021/05/10/the-cape-ratio-is-very-high/

 

            The problem with pulling forward sales and earnings.

            https://www.zerohedge.com/markets/problem-pulling-forward-sales-revenue

 

            If everyone sees it, is it still a bubble?

            https://www.zerohedge.com/markets/if-everyone-sees-it-it-still-bubble

 

    News on Stocks in Our Portfolios

 

 

 

What I am reading today

 

            Every civilization that declined or was lost carried an all-powerful State on its back.

            https://unclenap.com/recovery-or-relaxed-robbery/

 

            Joke of the day.

            https://townhall.com/political-cartoons/2021/05/10/182389?hpnl=true

 

            SNL cast members were not happy about Elon Musk’s appearance.

            https://www.washingtonpost.com/arts-entertainment/2021/05/06/snl-cast-elon-musk-host/

 

 

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