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    Erik Fossing Nielsen
    Erik Fossing Nielsen

    Oops! A typo. From 3.1m to 2.7m. My apologies. Thanks for spotting.

    Mar 24, 19:14

    Sven Henrich
    Sven Henrich

    A little mind bender: Q3 2014 corporate profits were higher than Q3 2018 But corporate debt has increased by over $1 trillion in those 4 years. Added twist: Compared to Q3 2006 corporate income as increased by 17%, but corporate debt has increased 100%

    Media
    Mar 24, 18:45

    Erik Fossing Nielsen
    Erik Fossing Nielsen

    Thanks for this clarification. But also, just to be clear: The very idea of a “holiday” from a currency union (leaving for a bit to devalue) is absurd.

    Mar 24, 18:18

    Sven Henrich
    Sven Henrich

    $BPSPX structure (see video above for discussion)

    Media
    Mar 24, 18:05

    Sven Henrich
    Sven Henrich

    Federal government current tax receipts YoY Grey areas recessions

    Media
    Mar 24, 17:35

    Chris Ciovacco
    Chris Ciovacco

    Reviewing asset class behavior; updating areas of possible support for all positions.

    Mar 24, 15:47

    Dana Lyons
    Dana Lyons

    FYI, extended the FLASH SALE at The Lyons Share through this weekend>>SAVE 25%!! "Bear Market Or Blowoff?"

    Media
    Mar 24, 15:28

    Dana Lyons
    Dana Lyons

    Chart Of The Week: As we noted for The Lyons Share members, the NDX Volatility Idx $VXN was not buying the $NDX rally to begin the week $QQQ

    Media
    Mar 24, 15:26

    Dana Lyons
    Dana Lyons

    JLFMI Weekly Market Wrap-3/23/19 "March Madness" -

    Media
    Mar 24, 15:19

    Sven Henrich
    Sven Henrich

    Weekly Market Brief: The Reckoning The big macro wheels are turning and everybody better pay very close attention.

    Media
    Mar 24, 14:41

    Erik Fossing Nielsen
    Erik Fossing Nielsen

    In today’s Sunday Wrap: - The risks stemming from an extended period of very accommodative monetary policy in the US, - The latest peculiarities in the European banking saga, namely the prospect of a merger between Deutsche Bank and Commerzbank.

    Media
    Mar 24, 14:08

    Holger Zschaepitz
    Holger Zschaepitz

    Deutsche Bank has nearly doubled management pay to €56mln due to higher variable pay. Bonus pool of €1.9bn is more than 6 times 2018 profit. Dubious award goes to investment bank head Garth Ritchie whose compensation more than doubled to €8.6mln.

    Media
    Mar 24, 12:26

    Holger Zschaepitz
    Holger Zschaepitz

    What? #Turkey probes JPMorgan after recommendation to go short on Lira.

    Media
    Mar 24, 09:20

    Holger Zschaepitz
    Holger Zschaepitz

    Bond markets are still relatively calmed with Bayer. Risk premium of Bayer Perpetual Bond over 30y Bunds just 216bps, way below high from 2016.

    Media
    Mar 24, 07:58

    Holger Zschaepitz
    Holger Zschaepitz

    Good morning from Germany, where it turns out that Bayer has made one of takeovers w/greatest cap destruction in econ history. Once biggest comp in Germany, Bayer has lost €33.6bn in mkt cap since final takeover of Monsanto. W/ €59.3bn now #6 in Germany, valued ONLY 1.2* book.

    Media
    Mar 24, 07:22

    Holger Zschaepitz
    Holger Zschaepitz

    What does Mr Market want to tell us? US Treasury yields eye one of their biggest March quarter drops of the past decades! (Chart via FT)

    Media
    Mar 23, 20:18

    Sven Henrich
    Sven Henrich

    2019's Magic Risk Free Fridays came to a sudden end. Things may be shifting. More tomorrow in the Weekly Market Brief.

    Media
    Mar 23, 18:56

    Holger Zschaepitz
    Holger Zschaepitz

    Looks as if earnings estimates still too high. Cass Freight Index in Shipments has turned negative. Given strong relationship between S&P earnings & freight volumes, weakness in Cass data could translate into more earnings cuts, Quill’s @DiMartinoBooth writes.

    Media
    Mar 23, 17:07

    Sven Henrich
    Sven Henrich

    Mar 23, 16:46