The Morning Call
10/16/24
The
Market
Technical
Tuesday in the
charts.
https://www.zerohedge.com/markets/crude-crashes-tech-tumbles-bonds-bullion-bitcoin-bid
Stocks are up but
valuations are down.
https://x.com/mattcerminaro/status/1845929534673084882
Goldman flows guru: the equity market sell
off is canceled.
https://www.zerohedge.com/markets/goldman-flows-guru-equity-market-sell-canceled
Reluctant bulls
keeping Market in check.
https://www.zerohedge.com/markets/reluctant-bulls-are-keeping-market-check
The VIX explained.
https://www.zerohedge.com/markets/vix-and-market-climb-should-we-care
Super stressed bond
volatility.
https://www.zerohedge.com/the-market-ear/super-stressed-bond-volatility
Fundamental
Headlines
The
Economy
US
Weekly mortgage applications
fell 17% while purchase applications were down 7%.
Month to date
retail chain store sales grew slightly faster than in the prior week.
International
August Japanese
machine tool orders were down 1.9% versus forecasts of -0.1%.
September UK CPI
was unchanged from August versus expectations of +0.1%; core CPI was up 0.1%
versus +0.3%.
Other
Questions on the economy.
https://alhambrapartners.com/weekly-market-pulse-questions-3/?src=news
Fiscal
Policy
IMF
warns of rising global government debt.
S&P says to expect more emerging market sovereign debt defaults.
https://www.ft.com/content/1a625d41-7e1f-415c-beef-2255afa1d498
Inflation
Update on the Campbell’s tomato soup price
indicator.
https://politicalcalculations.blogspot.com/2024/10/tomato-soup-prices-largely-stable-at.html
Inflation shock imminent as liquidity tsunami
looms.
https://www.zerohedge.com/markets/inflation-shock-imminent-liquidity-tsunami-looms
Recession
US
households are in great financial shape.
https://www.apolloacademy.com/us-households-in-great-shape/
US profit growth is negative for all but the
largest companies.
https://www.zerohedge.com/markets/us-profit-growth-negative-all-largest-companies
Bottom line.
Good times don’t
last forever.
https://awealthofcommonsense.com/2024/10/long-term-stock-market-averages/
Another look at
the same issue.
https://www.tker.co/p/tker-year-three-stock-market-truth-three
Can the stock
market keep going up?
https://www.nytimes.com/2024/10/15/business/stock-market-valuation-outlook.html
Markets still pricing in more rate cuts.
https://www.capitalspectator.com/despite-a-robust-us-economy-markets-still-pricing-in-rate-cuts/
Venture capital is
having a rough year.
News on Stocks in Our Portfolios
What
I am reading today
Ann
Boleyn’s Book of Hours.
The
secrets hidden in Anne Boleyn’s Book of Hours (nationalgeographic.com)
Home prep guide for emergencies.
https://www.zerohedge.com/medical/home-prep-guide-what-you-need-last-2-weeks-emergency
Visit Investing
for Survival’s website (http://investingforsurvival.com/home)
to learn more about our Investment Strategy, Prices Disciplines and Subscriber
Service.
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