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The Channel

  1. Risk-On Dollar Burns While Gold Shines...

    41 minutes ago
    Silver Doctors
  2. “Gold was like a beach ball that had...

    about 1 hour ago
    Zero Hedge
  3. Cycle Screening Measures Still Weakening

    about 2 hours ago
    Wall Street Examiner
  4. "Investors Have Completely Lost Faith...

    about 3 hours ago
    Zero Hedge
  5. Bo Polny Warns: NOTHING Can Stop a...

    about 6 hours ago
    Max Keiser
  6. Harvey Organ: Deutsche Bank Continues...

    about 6 hours ago
    Silver Doctors
  7. Is The American Dream Dead?

    about 7 hours ago
    Zero Hedge
  8. This Is What Central Bank Failure...

    about 7 hours ago
    Zero Hedge

Trade Idea of the Day Presented by: HF Implode

Oil bears closing of $600 million triple-short fund bet seen adding to tumult

"Speculators are getting out of the down oil market. People start unwinding these positions because they think they have gotten their juice out of it," David Nadig, vice president, director of exchange traded funds for FactSet, said.... The net asset value of the fund - one of a handful of... Read More

HVS: Q4 2015 Homeownership and Vacancy Rates

The Census Bureau released the Residential Vacancies and Homeownership report for Q4 2015. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. However, there are serious questions about the accuracy of this survey. This survey might show the trend, but I wouldn't rely on the absolute numbers. The Census Bureau is investigating the differences between the HVS, ACS and decennial Census,...

Record Foreign Central Bank Demand For Treasuries In Today's 7 Year Auction

When commenting on yesterday's dreary 5 Year auction and previewing today's last for the week issuance of $29 billion in 7 Year paper we said that "perhaps the reserve liquidators who showed such interest in the short-end of the curve, are a little too pregnant with paper in the belly: we will find out for sure tomorrow when the 7 Year auction prices. If, likewise, it is a poor showing, then one can slowly build a representation of where "Indirects" are over exposed in terms of inventory."...

Dallas Fed: "Texas Manufacturing Activity Falls Sharply" in January

Texas factory activity fell sharply in January, according to business executives responding to the Texas Manufacturing Outlook Survey. The production index—a key measure of state manufacturing conditions—dropped 23 points, from 12.7 to -10.2, suggesting output declined this month after growing throughout fourth quarter 2015. Other indexes of current manufacturing activity also indicated contraction in January. The survey’s demand measures—the new orders index and the growth rate of orders index—led the falloff in production with negative readings last month, and these indexes pushed further negative in January...

WTI Crude Plunges To $31 Handle As Production Cut Gains Entirely Erased

Denials, Goldman's dismissal, and now Persian Gulf oil producers unsupportive, and Thursday's exuberance is done. You didn't really think it was that easy right? As WSJ reports, Persian Gulf Arab oil producers don't support holding an emergency meeting of the Organization of the Petroleum Exporting Countries, officials said, dampening expectations that the group will act to prop up sagging crude prices. Persian Gulf Arab OPEC delegates said they want to wait until the next scheduled OPEC meeting in June, when they will have a clearer picture of how new barrels of Iranian oil are affecting the market now that western sanctions have ended. Iran has pledged to increase production by a million barrels a day this year...

US Manufacturing Remains In Recession As ISM Misses, Contracts For Fourth Month

While January's final manufacturing PMI print disappointed (52.4 vs 52.6 expectations) and dropped from its initial print, its still managed a seasonally-adjusted bounce off December's two year lows. As Markit warned, this is still one of the worst prints in the last 2 years as "the manufacturing sector continues to struggle against the headwinds of weak global demand, the strong dollar, slumping investment in the energy sector and rising financial market uncertainty." ISM Manufacturing also rose very modestly but disappointed as December's data was revised lower still with employment crashing to June 2009 lows...

Athens and Rome expose Europe's greatest faultlines

Greece may be the starkest example, but it is not the only country facing overlapping crises. It is not even the most important one facing this dilemma. That would be Italy. While Rome's problems are different from those of Greece, the country's long-term sustainability in the eurozone is just as uncertain, unless you believe that its economic performance will miraculously improve when there is no reason why it should.The struggle to repair the banking system is a good example of just how big the task is. Last week, the Italian government and the European Commission agreed a convoluted scheme to relieve the Italian banking system of some of these toxic assets...

One Of The Biggest High Frequenecy Traders Warns Of Potential Market "Catastrophe"

Back in April 2009, we wrote what may be the first seminal article predicting the failure of capital markets as a result of widespread predatory high frequency trading and fragmented market structure when we laid out "The Incredibly Shrinking Market Liquidity, Or The Upcoming Black Swan Of Black Swans." Several years later, and countless flash crashes, we have been proven right, however one thing is missing: "the catastrophe" that finally wakes up people to the dangers of all the individual things we have warned about over the years.Today, we are one step closer to that day...

Constructive Charts

For Investors it's difficult to find positives in the global macro-overlay or even in bottom up fundamentals as we assess valuations which are cheaper but not dirt cheap( you can't have cheap valuations if despite lower stock prices, earnings are weak to nonexistent). On another you level you have to look at what the market is telling you and where we are relative to where we have been. This is where technicals are helpful because they can begin to put some rational assessment on where irrational emotions take you in the middle of a global equity swoon....

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