investmentwatchblog--2020-05-28--Why the Investment World Keeps Changing During Pandemics Like Covid19?

Investors are having a rough time since the start of 2020 .
The coronavirus has made the market quite volatile .
There were some violent moves up and down in stock markets as the oil prices crashed a whopping 30 % in early March .
It seems like the current pandemic has ended the longest bull market in history , which means we are now in an official bear market .
If you are new to these things you should know that these terms are the only lingo , there are no animals involved here .
Following , we will @ @ @ @ @ @ @ means when broadly things are being set up for an extended period .
Last time , the bull market started some 11 years ago when the S & P reached 500 points ( the lowest in history ) during the recession in 2009 .
The length of broadly upward movement means it was the longest bull market in the history of the US .
Not to mention the issue with the oil industry , as oil prices have hit their lowest point in history as well , you should keep things in mind @ @ @ @ @ @ @ providers .
The market is continuously shifting , so be careful .
Going on the Bear Hunt Every market crisis is different but it does present people with the opportunity to buy stocks at cheap and make money in the long run .
The point being , investors hold on long enough for the market to rebound and market resume its operations .
To be honest , these are a bit confusing times because the worst could still happen .
Most investors right now are caught in the fight between whether they should @ @ @ @ @ @ @ prepared for seeing a dead cat bounce .
Among these , the investors are also curious whether they should be careful with a falling knife .
Don ’ t worry , these things will be unpacked to a well throughout our investment plan , but we will need to wait for a while before it does that .
What Should Long Term Investors Do ?
The question that comes to every long term investor is when the value starts to appear and they can resume selling again .
For those who are new @ @ @ @ @ @ @ these falls are unprecedented .
No one can see them coming , but they end up leaving the market in a far more profitable state .
The recession in 2008 and increased the marketplace of the stocks since then .
There are a lot of things going up a down in a single trade .
You need to get a grip on these things if you want to survive the ever-changing financial marketplace .
No one knows how the covid19 will unfold but the investors care carefully watching the stock markets and the @ @ @ @ @ @ @ banks .
The Federal Reserve pumped money into the system back in 2008 to keep things afloat .
They did the same thing again to support the market .
Let ’ s see how long these institutes can help keep the economy stable .
Disclaimer : This content does not necessarily represent the views of IWB .

Investors are having a rough time since the start of 2020. The coronavirus has made the market quite volatile. There were some violent moves up and down in stock markets as the oil prices crashed a whopping 30% in early March. It seems like the current pandemic has ended the longest bull market in history, which means we are now in an official bear market.
If you are new to these things you should know that these terms are the only lingo, there are no animals involved here. Following, we will describe both for you:
Bull Market means when broadly things are being set up for an extended period. Last time, the bull market started some 11 years ago when the S&P reached 500 points (the lowest in history) during the recession in 2009. The length of broadly upward movement means it was the longest bull market in the history of the US. Not to mention the issue with the oil industry, as oil prices have hit their lowest point in history as well, you should keep things in mind whine comparing the tariffs of different energy providers. The market is continuously shifting, so be careful.
Going on the Bear Hunt
Every market crisis is different but it does present people with the opportunity to buy stocks at cheap and make money in the long run. The point being, investors hold on long enough for the market to rebound and market resume its operations.
To be honest, these are a bit confusing times because the worst could still happen. Most investors right now are caught in the fight between whether they should buy a dip to they should be prepared for seeing a dead cat bounce. Among these, the investors are also curious whether they should be careful with a falling knife. Don’t worry, these things will be unpacked to a well throughout our investment plan, but we will need to wait for a while before it does that.
We are primarily funded by readers. Please subscribe and donate to support us!
What Should Long Term Investors Do?
The question that comes to every long term investor is when the value starts to appear and they can resume selling again. For those who are new investing, they should know the threat these falls are unprecedented. No one can see them coming, but they end up leaving the market in a far more profitable state. The recession in 2008 and increased the marketplace of the stocks since then.
There are a lot of things going up a down in a single trade. You need to get a grip on these things if you want to survive the ever-changing financial marketplace.
No one knows how the covid19 will unfold but the investors care carefully watching the stock markets and the respective response from both governments and central banks.
The Federal Reserve pumped money into the system back in 2008 to keep things afloat. They did the same thing again to support the market. Let’s see how long these institutes can help keep the economy stable.
Disclaimer: This content does not necessarily represent the views of IWB.


investmentwatchblog--2020-05-28--MSM: Sprawling Maya network discovered under Guatemala jungle!

Researchers have found more than 60,000 hidden Maya ruins in Guatemala in a major archaeological breakthrough .
Laser technology was @ @ @ @ @ the forest canopy , revealing houses , palaces , elevated highways , and defensive fortifications @ @ @ @ @ already-known Maya cities , is thought to have been home to millions more people than @ @ @ @ @ .
The researchers mapped over 810 square miles ( 2,100 sq km ) in northern @ @ @ @ @ cutting-edge technology will change the way the world will see the Maya civilisation .
“ @ @ @ @ @ of the greatest advances in over 150 years of Maya archaeology , ” said Stephen @ @ @ @ @ and Anthropology at Brown University .
Mr Houston told the BBC that after decades of @ @ @ @ @ , he found the magnitude of the recent survey “ breathtaking ” .
He added @ @ @ @ @ sounds hyperbolic but when I saw the [ Lidar ] imagery , it did bring @ @ @ @ @ ”

Article, from 2018:
Researchers have found more than 60,000 hidden Maya ruins in Guatemala in a major archaeological breakthrough.
Laser technology was used to survey digitally beneath the forest canopy, revealing houses, palaces, elevated highways, and defensive fortifications.
The landscape, near already-known Maya cities, is thought to have been home to millions more people than other research had previously suggested.
The researchers mapped over 810 square miles (2,100 sq km) in northern Peten.
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Archaeologists believe the cutting-edge technology will change the way the world will see the Maya civilisation.
“I think this is one of the greatest advances in over 150 years of Maya archaeology,” said Stephen Houston, Professor of Archaeology and Anthropology at Brown University.
Mr Houston told the BBC that after decades of work in the archaeological field, he found the magnitude of the recent survey “breathtaking”. He added, “I know it sounds hyperbolic but when I saw the [Lidar] imagery, it did bring tears to my eyes.”
www.bbc.com/news/world-latin-america-42916261


investmentwatchblog--2020-05-28--Families Dividing over the Virus

Families Dividing over the Virus

COMMENT : Mr Armstrong : I had to write to tell you that you are absolutely right about two things in particular I have now seen one presented so thoroughly one sided I could not believe what I was reading .
I was reading one of the blogs where they were condemning the so called climate change deniers by pointing out that the historical record going back more than 500 million years clearly showed that it was all carbon dioxide related .
I was fascinated by something you keep driving home , they were focused entirely on CO2 .
I @ @ @ @ @ @ @ people have no brains and I asked one question with many parts , What about the cycles of sun as an influence ?
, what about the nitrogen , Oxygen , Argon , Neon , Helium , Nitrous Oxide , Ozone , Methane ?
Further what about the earth itself , the moon cycles , the solar winds ?
These people all think it is really only one influence .
We are doomed if these people are in charge .
There response was the did not matter because the there was no reliable @ @ @ @ @ @ @ , to which I asked what about the rest ?
They responded that they do not count .
Excuse me but about 95 % of the atmosphere is water vapor .
What about that ?
No reply .
Another thing I find very fascinating and maybe I am not looking hard enough .
When I was in high school there was a course called earth science , that is where I learned how broad the determining factors of the climate and weather are .
What I find interesting is I can not find @ @ @ @ @ @ @ longer ?
Do you know why ?
My final observation is that you are correct more than you know the propaganda behind this respiratory virus is causing rifts in families , it is happening in my own , my brother is a scientist and he goes on and on telling me how this is going to result in 100s of thousands of deaths .
I keep arguing with him no .
He does not talk to me any longer even though I have been sending him things that are intended to only help @ @ @ @ @ @ @ told me Hydroxychloroquinine does not work when combined with Zinc and antibiotics , To which I reminded him that our father whom was a doctor and had a great background in chemistry , zoology and biology told us many times that zinc can stop colds or lessen the impact and if we could find a way to get the zinc into the cell of someone already sick we could shorten the virus dramatically .
To which he tells me I am wrong .
In any event what you warned is actually happening .
@ @ @ @ @ @ @ .
Thanks for everything that you do by bringing facts to the table not fantasy .
REPLY : I find it very interesting how the climate change people ignore all the evidence and have substituted pollution for the power to change the climate .
We are heading into a solar minimum and instead they claim this is now caused by CO2 .
Nobody in the media dares to even question them .
They report their allegations as conclusive facts .
Greta blamed the Australian drought on climate change , yet droughts have taken @ @ @ @ @ @ @ .
The splitting of families over this virus issue is troubling , but it is also NORMAL .
The very same splits emerged in Britain over Brexit .
It has created major divides in families over left and right politics to the point where they are no longer speaking .
It will also take place between the parents and their children .
The thinking process will simply divide a family very rapidly and the exploitation of this virus is having a profound social restructuring .
Another reader wrote to express a similar result @ @ @ @ @ @ @ so many people who are struggling with politics these days , but in my family , it ’ s gotten downright very bad and unpleasant .
I think my family is in trouble over everything that ’ s happening in this country , even in the world .
We can ’ t seem to have a family gathering without some kind of big blow-up.
” Some people see the problems completely differently and expect the government to be capable of saving the day .
But political differences are becoming a more heated topic @ @ @ @ @ @ @ for better or worse , political decisions have a huge impact on our lives and there are those who just prefer to blame others for their own problems .
This seems to be really a major generational shift as well , and unfortunately , it is part of the process as we move toward 2032 .
It is the underlying cause of civil unrest in such times of uncertainty .

by Martin Armstrong
COMMENT: Mr Armstrong:
I had to write to tell you that you are absolutely right about two things in particular I have now seen one presented so thoroughly one sided I could not believe what I was reading. I was reading one of the blogs where they were condemning the so called climate change deniers by pointing out that the historical record going back more than 500 million years clearly showed that it was all carbon dioxide related. I was fascinated by something you keep driving home, they were focused entirely on CO2. I dislike being involved where I can see people have no brains and I asked one question with many parts, What about the cycles of sun as an influence?, what about the nitrogen, Oxygen, Argon, Neon, Helium, Nitrous Oxide, Ozone, Methane? Further what about the earth itself, the moon cycles, the solar winds? These people all think it is really only one influence. We are doomed if these people are in charge. There response was the did not matter because the there was no reliable indicator of the temperature of the sun, to which I asked what about the rest?
They responded that they do not count. Excuse me but about 95% of the atmosphere is water vapor. What about that? No reply. Another thing I find very fascinating and maybe I am not looking hard enough. When I was in high school there was a course called earth science, that is where I learned how broad the determining factors of the climate and weather are. What I find interesting is I cannot find any high school teaching the course any longer? Do you know why?
My final observation is that you are correct more than you know the propaganda behind this respiratory virus is causing rifts in families, it is happening in my own, my brother is a scientist and he goes on and on telling me how this is going to result in 100s of thousands of deaths. I keep arguing with him no. He does not talk to me any longer even though I have been sending him things that are intended to only help him with his research. He even told me Hydroxychloroquinine does not work when combined with Zinc and antibiotics, To which I reminded him that our father whom was a doctor and had a great background in chemistry, zoology and biology told us many times that zinc can stop colds or lessen the impact and if we could find a way to get the zinc into the cell of someone already sick we could shorten the virus dramatically. To which he tells me I am wrong.
In any event what you warned is actually happening. Sad and true at the same time.
Thanks for everything that you do by bringing facts to the table not fantasy.
We are primarily funded by readers. Please subscribe and donate to support us!
F
REPLY: I find it very interesting how the climate change people ignore all the evidence and have substituted pollution for the power to change the climate. We are heading into a solar minimum and instead they claim this is now caused by CO2. Nobody in the media dares to even question them. They report their allegations as conclusive facts. Greta blamed the Australian drought on climate change, yet droughts have taken place in Australia for hundreds of years.
The splitting of families over this virus issue is troubling, but it is also NORMAL. The very same splits emerged in Britain over Brexit. It has created major divides in families over left and right politics to the point where they are no longer speaking. It will also take place between the parents and their children. The thinking process will simply divide a family very rapidly and the exploitation of this virus is having a profound social restructuring.
Another reader wrote to express a similar result of the lockdown: “I know so many people who are struggling with politics these days, but in my family, it’s gotten downright very bad and unpleasant. I think my family is in trouble over everything that’s happening in this country, even in the world. We can’t seem to have a family gathering without some kind of big blow-up.”
Some people see the problems completely differently and expect the government to be capable of saving the day. But political differences are becoming a more heated topic than religion ever was. Since, for better or worse, political decisions have a huge impact on our lives and there are those who just prefer to blame others for their own problems. This seems to be really a major generational shift as well, and unfortunately, it is part of the process as we move toward 2032. It is the underlying cause of civil unrest in such times of uncertainty.


investmentwatchblog--2020-05-28--Video of persons looting stores… Protesters Damage Minneapolis police Third precinct! And have just

Video of persons looting stores… Protesters Damage Minneapolis police Third precinct! And have just returned now! tear gas deployed..

The looters jumping through broken windows and runninget out doors carrying MERCHANDISE…
Tear gas just deployed…
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h/t Goneviral


investmentwatchblog--2020-05-28--NASA cuts feed before SpaceX launch after black object comes into view over Earth

Go to about 5:00 in to see .

Go to about 5:00 in to see.
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h/t BFD


investmentwatchblog--2020-05-28--How the U.S. Could Really Hurt China: Scrapping the privileges the U.S. affords Hong Kong would down

How the U.S. Could Really Hurt China: Scrapping the privileges the U.S. affords Hong Kong would downgrade the city’s economic role, but a broader basket of financial sanctions could be even more painful for China

Scrapping the privileges the U.S. affords Hong Kong would downgrade the city ’ s economic role , but a broader @ @ @ @ @ be even more painful for China The U.S. determination that Hong Kong is no longer @ @ @ @ @ significant implications for the city ’ s exporters and businesses .
But that could pale @ @ @ @ @ by the U.S. to use its dominant position in the global banking system against Beijing @ @ @ @ @ is the possible end of the city ’ s special status as separate from mainland @ @ @ @ @ purposes under the Hong Kong Policy Act of 1992 .
Sensitive U.S. technologies could no @ @ @ @

Scrapping the privileges the U.S. affords Hong Kong would downgrade the city’s economic role, but a broader basket of financial sanctions could be even more painful for China
The U.S. determination that Hong Kong is no longer autonomous from mainland China has significant implications for the city’s exporters and businesses. But that could pale in comparison to further action by the U.S. to use its dominant position in the global banking system against Beijing.
The most immediate threat is the possible end of the city’s special status as separate from mainland China for import and export purposes under the Hong Kong Policy Act of 1992. Sensitive U.S. technologies could no longer be imported into…
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www.wsj.com/articles/the-end-of-hong-kongs-special-status-threatens-chinas-grand-financial-ambitions-11590651979


investmentwatchblog--2020-05-28--Q1 GDP vs Q1 2008

Q1 GDP vs Q1 2008

Disclaimer : This information is only for educational purposes .
Do not make any investment decisions based on the information @ @ @ @ @ you own due diligence .

by NineteenEighty9
Source
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Short Greece?
Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence.


investmentwatchblog--2020-05-28--Interesting questions are being raised about the George Floyd incident. Were two different cops sent

Interesting questions are being raised about the George Floyd incident. Were two different cops sent in to intentionally murder this guy in public?

Looks like two different cops were sent in after the guy was already arrested and in the cruiser .
Why @ @ @ @ @ and sitting in the back of the cruiser why did they take him out again @ @ @ @ @ deep state has operators within the police department ?

by bgny
Ive got some questions about this #GeorgeFloyd incident. The car in the resturant footage doesnt match the one he was killed behind. And the cops that killed him are not the ons that arrested him. pic.twitter.com/pkuFM7E6ju — Mike Bravo (@mikebravodude) May 27, 2020
Looks like two different cops were sent in after the guy was already arrested and in the cruiser. Why?
If Floyd was handcuffed and sitting in the back of the cruiser why did they take him out again?
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Do you think the deep state has operators within the police department?
Relevant:
[DS] cv-19 event failed [DS] needs a distraction [DS] needs riots to shut everything down [DS] attempt will fail


investmentwatchblog--2020-05-28--This is a 100% real tweet

This is a 100% real tweet

Somebody should archive this properly , don ’ t let it be memory-holed .

by Hyfil
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Somebody should archive this properly, don’t let it be memory-holed.


investmentwatchblog--2020-05-28--Trumps executive order on tech censorship released!

And here are some comments by Eugene Volokh on what Section 230 does and doesn ’ t do .
The @ @ @ @ @ draft of the expected Big Tech Executive Order from the White House .
President Trump @ @ @ @ @ this executive order on Thursday .
The order explicitly calls out Big Tech companies for @ @ @ @ @ Communist Party and its military .
The order also calls large social media platforms “ @ @ @ @ @ traditional public forum ” and states these firms “ should not infringe on protected speech @ @

HERE’S A COPY OF PRESIDENT TRUMP’S Draft Executive Order on Preventing Online Censorship.
And here are some comments by Eugene Volokh on what Section 230 does and doesn’t do.
The National Pulse has obtained a draft of the expected Big Tech Executive Order from the White House. President Trump is believed to be signing this executive order on Thursday.
The order explicitly calls out Big Tech companies for openly working with the Chinese Communist Party and its military.
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The order pursues the long-addressed “Section 230” argument protecting Big Tech firms.
The order also calls large social media platforms “the functional equivalent of a traditional public forum” and states these firms “should not infringe on protected speech”.
Trump's Draft Executive… by Raheem Kassam on Scribd
h/t GR


investmentwatchblog--2020-05-28--New Report Of COVID-19 With HIV Insertions Causing Immune Destruction

Coronavirus Uses Same Strategy As HIV To Evade , Cripple Immune System : Chinese Study Finds Back on February 1 , when the coronavirus pandemic was only just starting to attract broader attention and the China-influenced mainstream media was still politically inclined to minimize the severity of the disease before pulling a sharp U-turn and now going full bore with a narrative of just how dangerous it is for the Trump administration to reopen the economy ( because if the economy recovers by November , Trump just might get re-elected ) , we published an article referencing an Arxiv pre-print @ @ @ @ @ @ @ “ HIV Insertions ” , stoking fears that the virus was an artificially created bioweapon .
As we reported in April , Professor Luc Montagnier , the 2008 Nobel Prize winner for Medicine , claimed that SARS-CoV-2 is a manipulated virus that was accidentally released from a laboratory in Wuhan , China , and added that the WUhan laboratory , known for its work on coronaviruses , tried to use one of these viruses as a vector for HIV in the search for an AIDS vaccine .
And here is where things gets @ @ @ @ @ @ @ “ fact-checkers ” who – without any actual facts or knowledge – threw up all over our February report that the coronavirus shared genetic material with HIV : while the mainstream media did everything in its power to censor any suggestions that Covid and HIV having genetic similarities ( after all who wants to be threatened by an airborne version of AIDS ) now it is none other than the South China Morning Post which writes that “ earlier studies found the spike protein of the new coronavirus had a structure that allowed @ @ @ @ @ @ @ cells and bind with them .
The same structure was also found in HIV , but not in other coronaviruses found in animals such as bats and pangolins.
” Oops , the SCMP will have a a lot of explaining for reporting on , you know , the facts .
But wait there ’ s more .
Another study by researchers in New York and Shanghai also found that the Sars-CoV-2 , sometimes called the “ Wu Flu ” could kill T cells , or as the SCMP puts it “ the discovery @ @ @ @ @ @ @ system destruction similar to that caused by AIDS .
”

by Natura Naturans
Coronavirus Uses Same Strategy As HIV To Evade, Cripple Immune System: Chinese Study Finds
Back on February 1, when the coronavirus pandemic was only just starting to attract broader attention and the China-influenced mainstream media was still politically inclined to minimize the severity of the disease before pulling a sharp U-turn and now going full bore with a narrative of just how dangerous it is for the Trump administration to reopen the economy (because if the economy recovers by November, Trump just might get re-elected), we published an article referencing an Arxiv pre-print which found that the covid-19 genome contained “HIV Insertions”, stoking fears that the virus was an artificially created bioweapon.
As we reported in April, Professor Luc Montagnier, the 2008 Nobel Prize winner for Medicine, claimed that SARS-CoV-2 is a manipulated virus that was accidentally released from a laboratory in Wuhan, China, and added that the WUhan laboratory, known for its work on coronaviruses, tried to use one of these viruses as a vector for HIV in the search for an AIDS vaccine.
And here is where things gets very messy for the frauds known as “fact-checkers” who – without any actual facts or knowledge – threw up all over our February report that the coronavirus shared genetic material with HIV: while the mainstream media did everything in its power to censor any suggestions that Covid and HIV having genetic similarities (after all who wants to be threatened by an airborne version of AIDS) now it is none other than the South China Morning Post which writes that “earlier studies found the spike protein of the new coronavirus had a structure that allowed it to enter many types of human cells and bind with them. The same structure was also found in HIV, but not in other coronaviruses found in animals such as bats and pangolins.”
We are primarily funded by readers. Please subscribe and donate to support us!
Oops, the SCMP will have a a lot of explaining for reporting on, you know, the facts.
But wait there’s more. Another study by researchers in New York and Shanghai also found that the Sars-CoV-2, sometimes called the “Wu Flu” could kill T cells, or as the SCMP puts it “the discovery came after autopsies in China found immune system destruction similar to that caused by AIDS.”
www.zerohedge.com/health/coronav…tudy-finds
www.zerohedge.com/geopolitical/c…-bioweapon


investmentwatchblog--2020-05-28--The economy is improving as expected, however at a very slow pace as labor market weakness continues

The economy is improving as expected, however at a very slow pace as labor market weakness continues.

The graphic below is a great summary of the latest numbers on the COVID-19 crisis .
It shows cases , the lockdown , economic data , and financial markets .
The lockdown tracker being at 73 shows the government ’ s strong response to the pandemic .
This index will likely decline in the coming weeks as all states partially reopen .
NYC is expected to open in the 1st or 2nd week of June .
It ’ s the last part of New York state that hasn ’ t reopened .
Jobless claims have been falling .
The consensus @ @ @ @ @ @ @ which is still very high .
The decline in initial claims has slowed considerably recently which means the economy isn ’ t recovering as quickly as many have hoped .
The table doesn ’ t show the latest data on mortgage applications and same store sales growth which showed improvement .
In the week of May 22nd , the MBA purchase applications index was up 9 % weekly after increasing 6 % .
The housing market is already doing well again .
It went from on fire , to very week , to @ @ @ @ @ @ @ months .
That was a very quick decline and rebound !
Yearly purchase applications growth went from -35 % to +9 % .
In California , mortgage applications are up 77 % off the bottom and have had weekly growth for 7 straight weeks .
The worst weekly decline was 23 % in the week of March 20th , which was the week stocks bottomed .
It looks like most assets traded in tune with each other .
The entire economy reached synchronicity .
The extreme correlation among stocks was the best indicator @ @ @ @ @ @ @ bottom .
The Redbook same store sales reading showed -5.5 % growth in the week of May 23rd which was an improvement from -9.5 % .
The May retail sales report is going to be horrible , but signs indicate that monthly growth in June will be strong as the economy reopens .
People are going to want to go outside because they have been stuck inside for so long .
Restaurant bookings on My 25th showed an 87 % decline in America .
The best country was Germany which had a 56 @ @ @ @ @ @ @ the median market signal of the 1 year probability of default for restaurants .
As you can see , in early April it peaked at 35 % which was modestly below the peak of the low 30s in 2008 .
That default rate is clearly related to sentiment as it declines quickly after it spikes .
The decline was helped by government lending programs and the improved prospects of an economic reopening .
The labor market was its worst in early May which is why the May labor report will be terrible .
@ @ @ @ @ @ @ few weeks , but don ’ t expect the unemployment rate to fall in June .
Just expect much fewer job losses .
It has been obvious the economy would rebound in June because the shutdowns would be mostly over .
However , with the stock market exploding over the past few weeks , that ’ s not enough to be bullish .
Expectations are for a rebound .
There needs to be a strong rebound to surpass them .
So far , the results are muted .
As you can see from @ @ @ @ @ @ @ in job postings on Indeed was 39 % in the first week of May .
They were down 35.1 % in the 3rd week of May .
That ’ s still a horrible result .
Logistics support has been one of the strongest industries as its postings are down 9.9 % and growth has improved by 8 points since the start of May .
The worst decline was in hospitality and tourism which is down 66.9 % yearly which is the same decline as the start of the month .
The biggest improvement @ @ @ @ @ @ @ beauty and wellness which spiked 17.1 points to -39.9 % .
The biggest decline was in software development which fell 7.3 points to -40.1 % .
You wouldn ’ t think of this industry as doing badly as the SaaS stocks have outperformed this year .
Interestingly , the job postings in metros where more people can work from home are down more than other metro areas and even areas with high hospitality jobs .
Plus , the work from home metros aren ’ t seeing a rebound in job postings .
Now @ @ @ @ @ @ @ in jobs .
The number of clicks per new job posting were up 104 % for mechanical engineering and 84 % for both marketing and media & communications .
The areas with the biggest yearly decline in interest , which means the least competition , were veterinary which were down 20 % and personal care & home health which were down 26 % yearly .
Nursing was down 14 % maybe because the job has become a lot more stressful in the past few months .
The turnaround in markets has been shocking @ @ @ @ @ @ @ in history as the market fell 20 % .
The S & P 500 is up 17.2 % in Q2 which would be the best Q2 in 82 years if it ended the quarter at this price .
Stocks are ignoring all negative news as the momentum and euphoria is drowning out any concerns .
There are still legitimate worries though which should prevent the market from reaching new highs .
One of the biggest ones is the potential for a rise in cases after states reopen .
We previously mentioned Georgia ( @ @ @ @ @ @ @ ) wasn ’ t seeing an increase in cases , but the chart below shows recent data suggests otherwise .
If this prevents a full return to normal , the recession will be elongated and markets will switch back to fear .
The economy is improving as expected .
The issue is the labor market is still very weak .
It needs to improve at a faster rate .
That won ’ t happen if the number of cases increases in areas that have reopened .
They might not shut down again , @ @ @ @ @ @ @ other precautionary measures such as limiting the number of people in stores at a time .
Restaurant default rate expectations have fallen , but they are still elevated .
Job postings on Indeed are still down hugely from last year .

by UPFINA
The graphic below is a great summary of the latest numbers on the COVID-19 crisis. It shows cases, the lockdown, economic data, and financial markets. The lockdown tracker being at 73 shows the government’s strong response to the pandemic. This index will likely decline in the coming weeks as all states partially reopen. NYC is expected to open in the 1st or 2nd week of June. It’s the last part of New York state that hasn’t reopened. Jobless claims have been falling. The consensus is for 2.1 million claims on Thursday which is still very high. The decline in initial claims has slowed considerably recently which means the economy isn’t recovering as quickly as many have hoped.
The table doesn’t show the latest data on mortgage applications and same store sales growth which showed improvement. In the week of May 22nd, the MBA purchase applications index was up 9% weekly after increasing 6%. The housing market is already doing well again. It went from on fire, to very week, to solid over the course of a few months. That was a very quick decline and rebound! Yearly purchase applications growth went from -35% to +9%. In California, mortgage applications are up 77% off the bottom and have had weekly growth for 7 straight weeks. The worst weekly decline was 23% in the week of March 20th, which was the week stocks bottomed. It looks like most assets traded in tune with each other. The entire economy reached synchronicity. The extreme correlation among stocks was the best indicator that the stock market was near a bottom.
The Redbook same store sales reading showed -5.5% growth in the week of May 23rd which was an improvement from -9.5%. The May retail sales report is going to be horrible, but signs indicate that monthly growth in June will be strong as the economy reopens. People are going to want to go outside because they have been stuck inside for so long.
Restaurant bookings on My 25th showed an 87% decline in America. The best country was Germany which had a 56% decline. The chart below shows the median market signal of the 1 year probability of default for restaurants. As you can see, in early April it peaked at 35% which was modestly below the peak of the low 30s in 2008. That default rate is clearly related to sentiment as it declines quickly after it spikes. The decline was helped by government lending programs and the improved prospects of an economic reopening.
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Job Postings Decline Lessens Modestly
The labor market was its worst in early May which is why the May labor report will be terrible. It has improved modestly in the past few weeks, but don’t expect the unemployment rate to fall in June. Just expect much fewer job losses. It has been obvious the economy would rebound in June because the shutdowns would be mostly over. However, with the stock market exploding over the past few weeks, that’s not enough to be bullish. Expectations are for a rebound. There needs to be a strong rebound to surpass them. So far, the results are muted. As you can see from the chart below, the yearly decline in job postings on Indeed was 39% in the first week of May. They were down 35.1% in the 3rd week of May. That’s still a horrible result.
New:
Job postings on @indeed were 35.1% below last year's trend, as of May 22. That's three weeks of improvement, though still far below normal times: May 22: -35.1%
May 15: -37.2%
May 8: -39.0%
May 1: -39.3% pic.twitter.com/cwv8KEW0mW — Jed Kolko (@JedKolko) May 26, 2020
Logistics support has been one of the strongest industries as its postings are down 9.9% and growth has improved by 8 points since the start of May. The worst decline was in hospitality and tourism which is down 66.9% yearly which is the same decline as the start of the month. The biggest improvement in growth since May 1st was in beauty and wellness which spiked 17.1 points to -39.9%. The biggest decline was in software development which fell 7.3 points to -40.1%. You wouldn’t think of this industry as doing badly as the SaaS stocks have outperformed this year.
Interestingly, the job postings in metros where more people can work from home are down more than other metro areas and even areas with high hospitality jobs. Plus, the work from home metros aren’t seeing a rebound in job postings. Now let’s look at the interest in jobs. The number of clicks per new job posting were up 104% for mechanical engineering and 84% for both marketing and media & communications. The areas with the biggest yearly decline in interest, which means the least competition, were veterinary which were down 20% and personal care & home health which were down 26% yearly. Nursing was down 14% maybe because the job has become a lot more stressful in the past few months.
Potential Issues
The turnaround in markets has been shocking. Q1 was the worst first quarter in history as the market fell 20%. The S&P 500 is up 17.2% in Q2 which would be the best Q2 in 82 years if it ended the quarter at this price. Stocks are ignoring all negative news as the momentum and euphoria is drowning out any concerns. There are still legitimate worries though which should prevent the market from reaching new highs. One of the biggest ones is the potential for a rise in cases after states reopen. We previously mentioned Georgia (one of the first states to reopen) wasn’t seeing an increase in cases, but the chart below shows recent data suggests otherwise. If this prevents a full return to normal, the recession will be elongated and markets will switch back to fear.
BARCLAYS: “Georgia, the first state to reopen widely, has now seen a distinct uptick in cases, highlighting the risk that infections may rise enough to force renewed lockdowns.” pic.twitter.com/qw2ptwoVhp — Carl Quintanilla (@carlquintanilla) May 27, 2020
Conclusion
The economy is improving as expected. The issue is the labor market is still very weak. It needs to improve at a faster rate. That won’t happen if the number of cases increases in areas that have reopened. They might not shut down again, but there will be increased distancing and other precautionary measures such as limiting the number of people in stores at a time. Restaurant default rate expectations have fallen, but they are still elevated. Job postings on Indeed are still down hugely from last year.


investmentwatchblog--2020-05-28--Trump/China Feud Is Increasing Risks for Markets and Economy… U.S./China Tension Only Set to Get Wor

Trump/China Feud Is Increasing Risks for Markets and Economy… U.S./China Tension Only Set to Get Worse, ‘There Is No Off Ramp’: Bloomberg

Trump/China Feud Is Increasing Risks for Markets and Economy It ’ s only a matter of time before the Trump @ @ @ @ @ range of grievances .
The question for CEOs , investors and economic policy makers is @ @ @ @ @ .
lawmakers moved on two fronts Wednesday… U.S./China Tension Only Set to Get Worse , @ @ @ @ @ Ramp ’ : Bloomberg With Donald Trump and Xi Jinping both focused on ramping up @ @ @ @ @ of the pandemic , the bottom is rapidly falling out of U.S.-China relations .
And @ @ @ @ @ Beijing seem in the mood to stop it .

It’s only a matter of time before the Trump administration hits China over a range of grievances. The question for CEOs, investors and economic policy makers is how bad things will get.U.S. lawmakers moved on two fronts Wednesday…
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With Donald Trump and Xi Jinping both focused on ramping up domestic support in the wake of the pandemic, the bottom is rapidly falling out of U.S.-China relations. And few in either Washington or Beijing seem in the mood to stop it.
U.S SENATOR TOOMEY SAYS HONG KONG MAY BECOME SUBJECT TO CHINA TARIFFS — *Walter Bloomberg (@DeItaOne) May 28, 2020


investmentwatchblog--2020-05-28--Norinchukin Bank loses $3.7b and halts investing in CLO market

The Japanese bank that was the biggest buyer of debt used to fund private-equity buyouts suffered a ¥400 billion ( $ 3.7 billion ) hit and said it would stop investing in that market .
Norinchukin Bank owns about 10 % of the $ 700 billion market for corporate debt that was packaged into securities called collateralized loan obligations .
Other big buyers include Wells Fargo & Co. and JPMorgan Chase & Co. , which each owned about $ 30 billion worth of CLOs at the end of the first quarter .
Losses on these investments could hamper the banks @ @ @ @ @ @ @ rising .
They could also sour investors on CLOs , which bought roughly 60 % of the debt that private-equity companies used for deals in recent years , according to the International Monetary Fund .
“ We will limit making new investments ” in CLOs , Chief Executive Kazuto Oku said .
Norinchukin ’ s ¥7.7 trillion ( $ 71 billion ) portfolio of CLOs was invested in the triple-A slices of these securities , and the loss dates back to the end of its fiscal year on March 31 .
The bank @ @ @ @ @ @ @ and fishermen , said the unrealized losses were offset by gains elsewhere in its portfolio .
The market has rebounded since the end of March , so its losses on CLOs have likely shrunk since then .
Prices for the type of securities the bank owns were trading at 95 cents on the dollar March 31 and were nearly 97.5 cents in mid-May , according to data from Barclays .
Neither JPMorgan nor Wells Fargo announced losses on their CLO holdings .
Until last year , Wall Street veterans had marveled at the @ @ @ @ @ @ @ little-known Japanese bank in the market for CLOs .
It was a sign of how Japanese financial institutions , faced with negative interest rates on their own government ’ s bonds and limited opportunities to lend , were searching ever farther afield for high-yielding investments .
Like most investors in the safe parts of CLOs , the banks are seeking extra yield for the same level of risk .
That strategy blew up in the financial crisis when supposedly safe securities backed by mortgages caused big losses for banks .
CLOs have performed @ @ @ @ @ @ @ , lending standards loosened .
When the coronavirus pandemic hit , U.S. companies were carrying significant amounts of debt .
What followed were bankruptcies of companies like Hertz Global Holdings Inc. and J.C. Penney Co. Moody ’ s Investors Service in April placed ratings on 859 securities from 358 U.S. CLOs , worth some $ 22 billion , on review for downgrade .
An important risk right now is that the mathematical models that created the safe securities didn ’ t take into account a scenario like the coronavirus pandemic , according to @ @ @ @ @ @ @ securities research at Credit Suisse until 2009 .
Mr. Dubitsky argued back then that subprime mortgage-backed securities were due for a wave of downgrades , and he recently issued the same warning for triple-A rated CLO bonds .
He argued in a recent paper that the securities don ’ t deserve such high ratings because of the impact of the pandemic on the economy .
“ The entire concept of triple-A CLOs goes out the window because there is not much diversification left when the entire portfolio is subject to a global economy @ @ @ @ @ @ @ Mr. Dubitsky said in an interview .
In recent weeks , ratings firms Moody ’ s , S & P Global Inc. and Fitch Ratings have collectively placed more than 1,600 bonds from mostly lower rated CLOs on review for possible downgrades .

www.wsj.com/articles/japanese-farmers-foray-into-risky-u-s-debt-leaves-3-7-billion-hole-11590582336
The Japanese bank that was the biggest buyer of debt used to fund private-equity buyouts suffered a ¥400 billion ($3.7 billion) hit and said it would stop investing in that market. Norinchukin Bank owns about 10% of the $700 billion market for corporate debt that was packaged into securities called collateralized loan obligations. Other big buyers include Wells Fargo & Co. and JPMorgan Chase & Co., which each owned about $30 billion worth of CLOs at the end of the first quarter. Losses on these investments could hamper the banks at a time when bad loans are rising. They could also sour investors on CLOs, which bought roughly 60% of the debt that private-equity companies used for deals in recent years, according to the International Monetary Fund. “We will limit making new investments” in CLOs, Chief Executive Kazuto Oku said. Norinchukin’s ¥7.7 trillion ($71 billion) portfolio of CLOs was invested in the triple-A slices of these securities, and the loss dates back to the end of its fiscal year on March 31. The bank, which serves Japan’s farmers and fishermen, said the unrealized losses were offset by gains elsewhere in its portfolio. The market has rebounded since the end of March, so its losses on CLOs have likely shrunk since then. Prices for the type of securities the bank owns were trading at 95 cents on the dollar March 31 and were nearly 97.5 cents in mid-May, according to data from Barclays. Neither JPMorgan nor Wells Fargo announced losses on their CLO holdings.
Until last year, Wall Street veterans had marveled at the outsize role played by the large but little-known Japanese bank in the market for CLOs. It was a sign of how Japanese financial institutions, faced with negative interest rates on their own government’s bonds and limited opportunities to lend, were searching ever farther afield for high-yielding investments. Like most investors in the safe parts of CLOs, the banks are seeking extra yield for the same level of risk. That strategy blew up in the financial crisis when supposedly safe securities backed by mortgages caused big losses for banks. CLOs have performed better, but as the market boomed, lending standards loosened. When the coronavirus pandemic hit, U.S. companies were carrying significant amounts of debt. What followed were bankruptcies of companies like Hertz Global Holdings Inc. and J.C. Penney Co. Moody’s Investors Service in April placed ratings on 859 securities from 358 U.S. CLOs, worth some $22 billion, on review for downgrade.
An important risk right now is that the mathematical models that created the safe securities didn’t take into account a scenario like the coronavirus pandemic, according to Rod Dubitsky, who headed U.S. asset-backed securities research at Credit Suisse until 2009.
Mr. Dubitsky argued back then that subprime mortgage-backed securities were due for a wave of downgrades, and he recently issued the same warning for triple-A rated CLO bonds. He argued in a recent paper that the securities don’t deserve such high ratings because of the impact of the pandemic on the economy. “The entire concept of triple-A CLOs goes out the window because there is not much diversification left when the entire portfolio is subject to a global economy that is in deep recession,” Mr. Dubitsky said in an interview. In recent weeks, ratings firms Moody’s, S&P Global Inc. and Fitch Ratings have collectively placed more than 1,600 bonds from mostly lower rated CLOs on review for possible downgrades.


Morgan Stanley DD

All the US investment banks have been on a tear after speculation that their dividends won ’ t come under pressure after all .
A negative catalyst is that stock buybacks are still not available for most banks b/c of a mix of the poor PR image from the last 2009 bailout and cost savings measures .
Another near term catalyst is the annual stress test review that banks undergo .
There are 2 parts – DFAST and CCAR .
The fundamental difference between DFAST and CCAR is that the Dodd-Frank test uses a standard capital management plan , while @ @ @ @ @ @ @ bank ’ s actual capital management plan .
This is an annual rite that does not mean much in itself this year .
but takes on added significance now .
The stress tests were implemented as part of Dodd Frank to make sure that banks are prudential with their money ( haha ) .
The stress test results are submitted to the Fed in April and the results are released to the public by June 30 .
In reality the stress tests are just the govt ’ s way of feeding the banks @ @ @ @ @ @ @ way a professor gives mock exam answers to his students .
Most banks pass these tests with flying colors with the exception of truly retarded students like DB .
So , why am I harping on these tests so much ?
B/c the mkt gave them a real life stress test that is still ongoing and so far it believes that they are passing .
Statements from rival bank CEO Jamie Dimon that the economy is recovering , mortgage forbearances are only 1/3 of what are actually projected , and most importantly of @ @ @ @ @ @ @ intact .
MS Ceo Gorman is expected to speak on June 9 about many of the same subjects but also specifically their deal with Etrade .
The bank is expected to keep their dividend but maintain a hold on stock buybacks .
Look out for any word on him saying the bank will bring back the stock buybacks .
Big tick up in Money flow in the past few days , MS broke out of its 35-40 channel since April .
3x top breakout confirmation that MS broke out of the rangebound trading @ @ @ @ @ @ @ : Impairments on loan books .
MS is not a retail bank so you won ’ t see them weighed down to the same extent as JPM on consumer things like mortgages or auto loans .
However , they do have exposure like any bank to at risk economy clients like physical retail , commercial real estate , and emerging market borrowers .
Their upcoming operational merger with Etrade could also complicate things .
The cultures are not exactly compatible .
But I think there are more positive factors like the CEO speech @ @ @ @ @ @ @ of the stress tests at the end of the month .
To be safe I am looking at July 50calls b/c IV remains in the 40 % range at the time of this writing .
Ambitious ?
Yes .
But that is still under its 2020 high so far .
Disclaimer : This information is only for educational purposes .
Do not make any investment decisions based on the information in this article .
Do you own due diligence .

by Particular-Wedding
All the US investment banks have been on a tear after speculation that their dividends won’t come under pressure after all. A negative catalyst is that stock buybacks are still not available for most banks b/c of a mix of the poor PR image from the last 2009 bailout and cost savings measures.
Another near term catalyst is the annual stress test review that banks undergo. There are 2 parts – DFAST and CCAR. The fundamental difference between DFAST and CCAR is that the Dodd-Frank test uses a standard capital management plan, while CCAR runs its models based on the bank’s actual capital management plan. This is an annual rite that does not mean much in itself this year. but takes on added significance now.
The stress tests were implemented as part of Dodd Frank to make sure that banks are prudential with their money (haha). The stress test results are submitted to the Fed in April and the results are released to the public by June 30. In reality the stress tests are just the govt’s way of feeding the banks the answers the want to hear the way a professor gives mock exam answers to his students. Most banks pass these tests with flying colors with the exception of truly retarded students like DB.
So, why am I harping on these tests so much? B/c the mkt gave them a real life stress test that is still ongoing and so far it believes that they are passing. Statements from rival bank CEO Jamie Dimon that the economy is recovering, mortgage forbearances are only 1/3 of what are actually projected, and most importantly of all that they are keeping their dividends intact. MS Ceo Gorman is expected to speak on June 9 about many of the same subjects but also specifically their deal with Etrade. The bank is expected to keep their dividend but maintain a hold on stock buybacks. Look out for any word on him saying the bank will bring back the stock buybacks.

Big tick up in Money flow in the past few days, MS broke out of its 35-40 channel since April.
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3x top breakout confirmation that MS broke out of the rangebound trading in the 35-40 zone.
Negative weights: Impairments on loan books. MS is not a retail bank so you won’t see them weighed down to the same extent as JPM on consumer things like mortgages or auto loans. However, they do have exposure like any bank to at risk economy clients like physical retail, commercial real estate, and emerging market borrowers. Their upcoming operational merger with Etrade could also complicate things. The cultures are not exactly compatible.
But I think there are more positive factors like the CEO speech as a catalyst and also the passing of the stress tests at the end of the month. To be safe I am looking at July 50calls b/c IV remains in the 40% range at the time of this writing. Ambitious? Yes. But that is still under its 2020 high so far.
Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence.


investmentwatchblog--2020-05-28--Investor turns $100,000 into $2.2 million — now he’s banking on a cruise line to reach his early ret

Investor turns $100,000 into $2.2 million — now he’s banking on a cruise line to reach his early retirement goals

The buy-and-hold approach to the stock market generally isn ’ t a celebrated strategy among Reddit ’ s “ Wall Street Bets ” bunch , but more than a few glasses are being raised for one member of the meme-making trading community who claims to have made an absolute killing in recent years .
IKnowTheCodings , as he goes by on Reddit , says his portfolio , which includes the occasional options play , has multiplied 20X since he got started about four years ago .
Of course , he wasn ’ t hailed as a hero by everyone .
@ @ @ @ @ @ @ millions over 4 years isn ’ t what this forum is about , 1 week or nothing , ” Paradox501 wrote .
Most , however , prodded him for some tips and insight , and he was happy to oblige , answering dozens of questions as his post continued to attract attention .
“ Research and then following my gut .
I think the thing I ’ ve been most successful with is not cutting off winners that will double when I ’ m up 10 % , ” he wrote of his @ @ @ @ @ @ @ positions .
Don ’ t chase/revenge/FOMO trade .
Buy the dip .
Nearly every lesson you think you ’ ve learned will be the wrong lesson to apply at some point in the future.
” He said that he usually focuses on a single position , sometimes as much as 90 % of his portfolio will be concentrated on his conviction pick .
At the moment , he ’ s “ the most diversified ” he ’ s ever been , with his portfolio split between AMD AMD , -3.99 % and Norwegian @ @ @ @ @ @ @ “ They have 18 months of liquidity .
If cruises aren ’ t back by then there are a WHOLE lot of other businesses that will be going under in the meantime , ” he said .
“ I ’ m planning to hold until at least 40 and think it could be a year to a year and a half .
Other cruise/travel stocks probably good too but NCLH is my favorite .
I ’ m considering moving some more from AMD over in the next couple months.
” If Norwegian hits @ @ @ @ @ @ @ consider hanging it up .
“ I like my job [ as a web developer ] , ” he said .
“ I ’ d probably be more tempted at 4M.
” Assuming his trading tale is true — he didn ’ t immediately respond to a request for comment — his push toward an early retirement took a baby step forward in Wednesday ’ s session , as shares of Norwegian rallied almost 5 % amid a broader market advance .

by kmanhard
www.marketwatch.com/story/investor-turns-100000-into-22-million-now-hes-banking-on-a-cruise-line-to-reach-his-early-retirement-goals-2020-05-27?mod=mw_latestnews
The buy-and-hold approach to the stock market generally isn’t a celebrated strategy among Reddit’s “Wall Street Bets” bunch, but more than a few glasses are being raised for one member of the meme-making trading community who claims to have made an absolute killing in recent years.
IKnowTheCodings, as he goes by on Reddit, says his portfolio, which includes the occasional options play, has multiplied 20X since he got started about four years ago.
Of course, he wasn’t hailed as a hero by everyone. Not in this group. ”Making millions over 4 years isn’t what this forum is about, 1 week or nothing,” Paradox501 wrote.
Most, however, prodded him for some tips and insight, and he was happy to oblige, answering dozens of questions as his post continued to attract attention.
We are primarily funded by readers. Please subscribe and donate to support us!
So what’s his secret?
“Research and then following my gut. I think the thing I’ve been most successful with is not cutting off winners that will double when I’m up 10%,” he wrote of his investing method. “Limit number of positions. Don’t chase/revenge/FOMO trade. Buy the dip. Nearly every lesson you think you’ve learned will be the wrong lesson to apply at some point in the future.”
He said that he usually focuses on a single position, sometimes as much as 90% of his portfolio will be concentrated on his conviction pick. At the moment, he’s “the most diversified” he’s ever been, with his portfolio split between AMD AMD, -3.99% and Norwegian Cruise Line NCLH, 4.52%.
“They have 18 months of liquidity. If cruises aren’t back by then there are a WHOLE lot of other businesses that will be going under in the meantime,” he said. “I’m planning to hold until at least 40 and think it could be a year to a year and a half. Other cruise/travel stocks probably good too but NCLH is my favorite. I’m considering moving some more from AMD over in the next couple months.”
If Norwegian hits his target, IKnowTheCodings said he will consider hanging it up. “I like my job [as a web developer],” he said. “I’d probably be more tempted at 4M.”
Assuming his trading tale is true — he didn’t immediately respond to a request for comment — his push toward an early retirement took a baby step forward in Wednesday’s session, as shares of Norwegian rallied almost 5% amid a broader market advance.


investmentwatchblog--2020-05-28--Next cloud and cybersecurity ticker to make a huge move up

TL ; DR : Secureworks , $ SCWX , a managed cloud and software cybersecurity provider is set to pop hard .
• COVID has been hugely bullish for cybersecurity with growth and earnings beats across the industry .
But SCWX is lagging behind other cybersec firms in recovery–down 20 % pre-Rona where similar cybersec firms are up 20-50 % .
• Announced a partnership program last week to license their software to other companies to provide managed security .
Tells me a ) they ’ re so damn busy with new customers transitioning to WFH networks they need to @ @ @ @ @ @ @ should be priced for growth whereas they were previously the “ value ” play within cybersecurity .
• Insiders insanely bullish in April .
CEO nearly doubled his shares • High short interest and low float will make them run hard once they start moving up .
Short squeeze likely .
SCWX 17.50c 7/17 , then sell just before or after June 4th earnings report .
Other plays in write up .
Start off with a limit order at 20 cents and raise from there if no fill .
I originally posted about @ @ @ @ @ @ @ ve popped up ~15 % since then .
I ’ m feeling even more bullish on them now after they announced their partnership news .
I deleted the previous post after some big retards must have thrown a market order at these options and more than doubled the price in 15 minutes .
Please use limit orders to buy in cheaply .
**Update 3 : I hope some of you took my advice to set up stop limits to take profits and made some glorious gains on the opening green dildo .
This @ @ @ @ @ @ @ swing trading is the way to go .
For those who want to FOMO in , IV is at 100 % which is way high .
Relax and check later today for it to drop .
If it doesn ’ t .
just look for another good play .
** **Update 2 : IV is too damn high .
Wait until tomorrow to buy in .
You ’ re a lot more likely to be a bagholder at these prices than the 20 cent contracts I originally recommended .
*\* **Update 1 : @ @ @ @ @ @ @ , I ’ ve sold contracts due to an existing limit order when they were up 100 % , still believe strongly in the play though .
Additionally , the IV on these is pushing up really hard .
Be patient and wait for the IV to go down before buying in while using conservative limit buys .
If the price holds over a dollar for these contracts I will close this post to prevent people from blowing money on overpriced contracts .
** Let ’ s hear what they do straight from @ @ @ @ @ @ @ a leading global provider of technology-driven information security solutions singularly focused on protecting our customers from cyber attacks .
We combine deep experience from service to thousands of customers , machine learning and automation from our proprietary technology , and actionable insights from our team of elite researchers , analysts , and consultants to create a powerful network effect that provides increasingly strong protection for our customers .
By aggregating and analyzing data from various sources around the world , we prevent security breaches , detect malicious activity in real time , respond @ @ @ @ @ @ @ vision is to be the essential cybersecurity company for a digitally connected world .
Through our vendor-neutral approach , we create integrated and comprehensive solutions by proactively managing the collection of “ point ” products deployed by our customers to address specific security issues and provide supplemental solutions where gaps exist in our customers ’ defenses .
We seek to provide the right level of security for each customer ’ s unique situation , which evolves as the customer ’ s organization grows and changes .
We have pioneered an integrated approach that @ @ @ @ @ @ @ solutions to organizations of varying size and complexity .
Our flexible and scalable solutions support the evolving needs of the largest , most sophisticated enterprises staffed with in-house security experts , as well as small and medium-sized businesses and government agencies with limited in-house capabilities and resources .
The two keys here are managed and portfolio .
Unlike most of their competition , SCWX manages the security software they sell .
As part of the subscription price of the software , you pay for a SCWX security professional to monitor your suspicious logs @ @ @ @ @ @ @ see a pattern consistent with an attack .
Customers can also pay retainers for responses to potential breaches , so that when an attack is detected a team of SCWX professionals on standby will try to quickly shut the attack down and determine the extent of the damage .
Along with managed security , they sell training , consultation , and testing for a company ’ s security network .
Additionally , SCWX has recently launched a SaaS platform that allows customers to use their software without purchasing management solutions which will help @ @ @ @ @ @ @ and tech-savvy segments .
Managed security should be even more bullish than unmanaged security during this pandemic .
Companies that could manage their own security ( i.e .
tech and very large ) already do and only needed to secure more devices .
Whereas companies/government agencies/educational institutions that aren ’ t capable of fielding a team of cybersecurity experts have suddenly found themselves in need of network security for their work from home ( WFH ) staff and the websites that drive 100 % of their present income .
These groups now suddenly @ @ @ @ @ @ @ and manage cybersecurity that they were unprepared to manage themselves .
In the past few years analysts have been less bullish on managed security companies for two reasons : higher costs ( i.e .
staff ) and less growth potential ( can ’ t just add more servers and run the same code base ) .
I think the pandemic changes some of that however , because SCWX has the badly needed security professionals which are in short supply .
Security should never be thought of as a collection of individual tasks/actions , @ @ @ @ @ @ @ one vulnerability can fuck up everything .
Unlike competitors that focus on apps for solving particular problems , SCWX offers a comprehensive security solution .
They offer suspicious activity detection and response , network security , endpoint security , malware/spyware detection and response , log management , firewall management , and other security features .
Having an ecosystem of products helps them to tailor solutions to protect their clients from any of the variety of threats that they may face .
If you ’ ve read Black Swan/Antifragile , then you know that @ @ @ @ @ @ @ your environment holistically .
Peers : software and cloud cybersecurity firms are hitting new all time highs SCWX should be trading at February prices at a minimum .
Cybersecurity is hot right now .
Amid the international distrust of pandemic , there have been many hacking attempts targeting new work-from-home networks , hospitals , biotechs , educational institutions , and government systems .
At least 28 US hospitals have been hacked this year .
Foreign nations have been attacking government and healthcare infrastructure .
Foreign countries have been trying to steal data from @ @ @ @ @ @ @ SCWX has partnerships with CRWD and QLYS for endpoint security and vulnerability management respectively and it should be participating more heavily in their upside .
NET , AKAM , and QLYS have all reported earnings in the last month .
Their share prices spiked 10 % in the week before their respective reports .
They beat earnings slightly and then dumped off most of the gains to recover them a week or two later .
Given both the trend of cybersecurity earnings beats and SCWX ’ s own steady growth , I think @ @ @ @ @ @ @ to the analysts ’ low expectations .
Unlike it ’ s competitors , SCWX is priced cheaply compared to their assets , at 7.5x cheaper than the median of the sample below .
Even if you only want to buy shares , SCWX is a fantastic deal for picking up cloud cybersecurity assets compared to it ’ s peer group .
Article .
Last week , SCWX announced a program so that other companies can license their software to build and sell managed security solutions .
While their price jumped nearly 10 % @ @ @ @ @ @ @ t think the implications have been fully realized .
• Against the common criticism of managed security as low growth , SCWX is now poised for massive expansion .
Now other companies can target niche markets ( region , sector , pricing , government , etc ) , while SCWX can focus on their core competencies .
Letting specialized security companies handle clients with particular needs will cut some of their work bloat and stay efficient as a company .
SCWX should start to approach the valuations of the cloud and SaaS security @ @ @ @ @ @ @ a managed security company without doing the managing .
• THEY ’ RE GODDAMNED BUSY RIGHT NOW .
If their own security professionals were only half-busy right now , they wouldn ’ t make this sort of announcement because it would undercut their own productivity/profitability .
But if SCWX is swamped with new clients and with old clients who need more work done , then they would need to find ways to unload their work profitably .
Partnership allows them to quickly add clients to their roster by pairing them with vetted security @ @ @ @ @ @ @ same software base as SCWX .
In the last month , insiders , mainly the CEO , bought more stock than they did in the rest of last year .
I ’ m betting that they ’ re doing brisk business and they think the stock is undervalued at current prices .
Nominally , the class A stock has a float ( shares available to public , i.e .
not insiders or index funds ) of 63 % and 15 % short interest .
That level of short interest is on the low @ @ @ @ @ @ @ squeezes are common .
Most of the company ’ s value , however , is locked up in class B stock held exclusively by Dell ( 12.12MM class A shares , 70MM class B shares ) .
The real float of the company is closer to 11.7 % .
Low float is generally indicative of an extremely volatile share price .
If SCWX picks up momentum , it will move up quickly as the short holders get squeezed and few market participants are able to sell .
Additionally , 25 % of all @ @ @ @ @ @ @ and 62 % are held by institutional investors ; which is a bullish breakdown that implies knowledgeable folks are holding .
I don ’ t believe in magic crayon bollocks , but I want to draw attention to yesterday ’ s trading which was the fairly wild for SCWX .
Below we see a gap up , followed by a momentum algo pile-on or short squeeze to a two month high , a retest of last week ’ s close , and then consolidation at +5 % .
Due to the volatility of @ @ @ @ @ @ @ this trade will be most rewarding to traders who either actively check the charts or set profit-taking limit sells ( like I do ) .
I think there ’ s a legit possibility that this trade could be a ten-bagger , but I have set half my contracts to sell with a stop-limit order when they are up 100 % so that I can take make my remaining contracts “ free ” without having to follow the chart all day .
If that order executes , I ’ ll probably set my next @ @ @ @ @ @ @ like +300-500 % , or I will follow the timeline below .
Q1 earnings for SCWX are going to be reported pre-market on June 4th .
I expect a big run-up before then as other cybersecurity firms report high earnings and continue to be bid up .
I hope the stock is up high enough that I can sell June 3rd at a big profit .
If the stock moves up , but dip right before earnings , then I ’ ll hold through earnings and sell just after at either a profit @ @ @ @ @ @ @ hands ( it happens when you watch 4/17 SPY puts go from +300 % to -90 % ) and will take some profit/cut some losses early depending on how the trade goes .
I recommend the 7/17 17.50 call option for a couple of reasons : • Most liquid call option in the entire chain with OI > 300 .
The bid-ask is still as wide as your wife ’ s pussy , so be careful with your orders .
You can also do the 15c and 20c contracts for more/less risk , @ @ @ @ @ @ @ June contracts are more “ on thesis , ” but OI is less than 30 and I never buy contracts with that low of volume .
[ Edit : bid-ask has narrowed substantially since posting . ]
• I want a lot of gamma because I think the share price is going to make big swings in the next few days .
The 17.50c offers the right amount of leverage for my taste .
• I think there is a solid chance ( ~30 % ) they will become ATM or higher by @ @ @ @ @ @ @ .
There will still be over a month of time value on these bad boys after earnings , while we ’ re only holding for a week .
Again , there ’ s some other interesting options in the chain , you can also do spreads to lower cost basis , or you can sell covered calls to profit off the same move and make money off autists YOLOing into these contracts .
Below is the payout table I calculated for the 17.50c option .
Note that 50 cents might not be the @ @ @ @ @ @ @ too much you ’ ll take an immediate loss .
And if you get in cheaper , growth potential is even higher .
I did not take into account the pre-earnings IV pump which should act in your favor .
• The market is efficient and SCWX is correctly priced .
• Managed security does not attract more customers due to expense or inability to support additional customers .
• Existing customers too cash-strapped to buy more security infrastructure .
• During last earnings call , March 27th , SCWX gave guidance for @ @ @ @ @ @ @ .
( But that was when everyone was still freaking the fuck out and reported earnings were only to end of February . )
• CRWD and OKTA miss earnings ( later this week ) .
• Fuckery by Dell related to the class B shares .
• Pretty much any risk listed in the SCWX 10-K. Disclaimer : I am not your financial advisor .
Take anything you read on this retard sub with a grain of salt .
The information here is reliable to my knowledge , but I can not @ @ @ @ @ @ @ DD .

by hdigga
TL;DR: Secureworks, $SCWX, a managed cloud and software cybersecurity provider is set to pop hard.

COVID has been hugely bullish for cybersecurity with growth and earnings beats across the industry. But SCWX is lagging behind other cybersec firms in recovery–down 20% pre-Rona where similar cybersec firms are up 20-50%. Announced a partnership program last week to license their software to other companies to provide managed security. Tells me a) they’re so damn busy with new customers transitioning to WFH networks they need to outsource the work, b) SCWX should be priced for growth whereas they were previously the “value” play within cybersecurity. Insiders insanely bullish in April. CEO nearly doubled his shares High short interest and low float will make them run hard once they start moving up. Short squeeze likely.
SCWX 17.50c 7/17, then sell just before or after June 4th earnings report. Other plays in write up. Start off with a limit order at 20 cents and raise from there if no fill.

I originally posted about SCWX a week ago and they’ve popped up ~15% since then. I’m feeling even more bullish on them now after they announced their partnership news. I deleted the previous post after some big retards must have thrown a market order at these options and more than doubled the price in 15 minutes. Please use limit orders to buy in cheaply.

**Update 3: I hope some of you took my advice to set up stop limits to take profits and made some glorious gains on the opening green dildo. This stock is volatile and some degree of swing trading is the way to go. For those who want to FOMO in, IV is at 100% which is way high. Relax and check later today for it to drop. If it doesn’t. just look for another good play.**
**Update 2: IV is too damn high. Wait until tomorrow to buy in. You’re a lot more likely to be a bagholder at these prices than the 20 cent contracts I originally recommended.*\*
**Update 1: As described in the technicals section below, I’ve sold contracts due to an existing limit order when they were up 100%, still believe strongly in the play though. Additionally, the IV on these is pushing up really hard. Be patient and wait for the IV to go down before buying in while using conservative limit buys. If the price holds over a dollar for these contracts I will close this post to prevent people from blowing money on overpriced contracts.**

Company basics

Market cap $1.06 billion Price at close yesterday (Marketwatch) $13.28 ATH $23.11, Jan 2019 Core product Managed cloud network security Customers Include 23% of Fortune 500, 25% of total customers are international

preview.redd.it/t3631diai9151.png?width=3128&format=png&auto=webp&s=cab3357ac96e38a5fbf5890787250e8c63e0e1ad
Let’s hear what they do straight from their latest 10-K filing:

We are a leading global provider of technology-driven information security solutions singularly focused on protecting our customers from cyber attacks. We combine deep experience from service to thousands of customers, machine learning and automation from our proprietary technology, and actionable insights from our team of elite researchers, analysts, and consultants to create a powerful network effect that provides increasingly strong protection for our customers. By aggregating and analyzing data from various sources around the world, we prevent security breaches, detect malicious activity in real time, respond rapidly and predict emerging threats. Our vision is to be the essential cybersecurity company for a digitally connected world. Through our vendor-neutral approach, we create integrated and comprehensive solutions by proactively managing the collection of “point” products deployed by our customers to address specific security issues and provide supplemental solutions where gaps exist in our customers’ defenses. We seek to provide the right level of security for each customer’s unique situation, which evolves as the customer’s organization grows and changes. We have pioneered an integrated approach that delivers a broad portfolio of information security solutions to organizations of varying size and complexity. Our flexible and scalable solutions support the evolving needs of the largest, most sophisticated enterprises staffed with in-house security experts, as well as small and medium-sized businesses and government agencies with limited in-house capabilities and resources.
The two keys here are managed and portfolio.
Unlike most of their competition, SCWX manages the security software they sell. As part of the subscription price of the software, you pay for a SCWX security professional to monitor your suspicious logs in real time and investigate/communicate when they see a pattern consistent with an attack. Customers can also pay retainers for responses to potential breaches, so that when an attack is detected a team of SCWX professionals on standby will try to quickly shut the attack down and determine the extent of the damage. Along with managed security, they sell training, consultation, and testing for a company’s security network. Additionally, SCWX has recently launched a SaaS platform that allows customers to use their software without purchasing management solutions which will help them grow even more among more price-sensitive and tech-savvy segments.
Managed security should be even more bullish than unmanaged security during this pandemic. Companies that could manage their own security (i.e. tech and very large) already do and only needed to secure more devices. Whereas companies/government agencies/educational institutions that aren’t capable of fielding a team of cybersecurity experts have suddenly found themselves in need of network security for their work from home (WFH) staff and the websites that drive 100% of their present income. These groups now suddenly need to pay someone to set up and manage cybersecurity that they were unprepared to manage themselves. In the past few years analysts have been less bullish on managed security companies for two reasons: higher costs (i.e. staff) and less growth potential (can’t just add more servers and run the same code base). I think the pandemic changes some of that however, because SCWX has the badly needed security professionals which are in short supply.
Security should never be thought of as a collection of individual tasks/actions, but as a system, because any one vulnerability can fuck up everything. Unlike competitors that focus on apps for solving particular problems, SCWX offers a comprehensive security solution. They offer suspicious activity detection and response, network security, endpoint security, malware/spyware detection and response, log management, firewall management, and other security features. Having an ecosystem of products helps them to tailor solutions to protect their clients from any of the variety of threats that they may face. If you’ve read Black Swan/Antifragile, then you know that antifragility comes from systems thinking and managing your environment holistically.
SCWX provides holistic cybersecurity

Peers: software and cloud cybersecurity firms are hitting new all time highs
preview.redd.it/lqvhjizuh9151.png?width=1414&format=png&auto=webp&s=a200cb667129443736ddf37bb1af97edfd1886ff
SCWX should be trading at February prices at a minimum. Cybersecurity is hot right now. Amid the international distrust of pandemic, there have been many hacking attempts targeting new work-from-home networks, hospitals, biotechs, educational institutions, and government systems.
At least 28 US hospitals have been hacked this year.
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Foreign nations have been attacking government and healthcare infrastructure.
Foreign countries have been trying to steal data from companies working on cures.
Additionally, SCWX has partnerships with CRWD and QLYS for endpoint security and vulnerability management respectively and it should be participating more heavily in their upside.
NET, AKAM, and QLYS have all reported earnings in the last month. Their share prices spiked 10% in the week before their respective reports. They beat earnings slightly and then dumped off most of the gains to recover them a week or two later. Given both the trend of cybersecurity earnings beats and SCWX’s own steady growth, I think a massive earnings beat is likely compared to the analysts’ low expectations.
preview.redd.it/qnjjgdxfk9151.png?width=658&format=png&auto=webp&s=09c1f4917d6a647c37ca4e1c99c8507cbece6648
Unlike it’s competitors, SCWX is priced cheaply compared to their assets, at 7.5x cheaper than the median of the sample below. Even if you only want to buy shares, SCWX is a fantastic deal for picking up cloud cybersecurity assets compared to it’s peer group.

Ticker Price to book value SCWX 1.63 NET 12.04 OKTA 55.07 CRWD 21.96 QLYS 11.86 AKAM 4.41

Partnership program announcement
Article. Last week, SCWX announced a program so that other companies can license their software to build and sell managed security solutions. While their price jumped nearly 10% after the announcement, I don’t think the implications have been fully realized.
Against the common criticism of managed security as low growth, SCWX is now poised for massive expansion. Now other companies can target niche markets (region, sector, pricing, government, etc), while SCWX can focus on their core competencies. Letting specialized security companies handle clients with particular needs will cut some of their work bloat and stay efficient as a company. SCWX should start to approach the valuations of the cloud and SaaS security companies now that they can act like a managed security company without doing the managing. THEY’RE GODDAMNED BUSY RIGHT NOW. If their own security professionals were only half-busy right now, they wouldn’t make this sort of announcement because it would undercut their own productivity/profitability. But if SCWX is swamped with new clients and with old clients who need more work done, then they would need to find ways to unload their work profitably. Partnership allows them to quickly add clients to their roster by pairing them with vetted security firms that don’t have the same software base as SCWX.
Massive amounts of insider buying
In the last month, insiders, mainly the CEO, bought more stock than they did in the rest of last year. I’m betting that they’re doing brisk business and they think the stock is undervalued at current prices.
Source: NASDAQ
Potential short squeeze
Nominally, the class A stock has a float (shares available to public, i.e. not insiders or index funds) of 63% and 15% short interest. That level of short interest is on the low end of the right range where short squeezes are common.
Most of the company’s value, however, is locked up in class B stock held exclusively by Dell (12.12MM class A shares, 70MM class B shares). The real float of the company is closer to 11.7%. Low float is generally indicative of an extremely volatile share price. If SCWX picks up momentum, it will move up quickly as the short holders get squeezed and few market participants are able to sell.
Additionally, 25% of all class A shares are held by insiders and 62% are held by institutional investors; which is a bullish breakdown that implies knowledgeable folks are holding.

Technicals
I don’t believe in magic crayon bollocks, but I want to draw attention to yesterday’s trading which was the fairly wild for SCWX. Below we see a gap up, followed by a momentum algo pile-on or short squeeze to a two month high, a retest of last week’s close, and then consolidation at +5%. Due to the volatility of SCWX on up days like yesterday, this trade will be most rewarding to traders who either actively check the charts or set profit-taking limit sells (like I do).
preview.redd.it/vm7fvqn1i9151.png?width=858&format=png&auto=webp&s=898d4a72bdd1e5c04842df343b7ed2f8b4cc0c07
I think there’s a legit possibility that this trade could be a ten-bagger, but I have set half my contracts to sell with a stop-limit order when they are up 100% so that I can take make my remaining contracts “free” without having to follow the chart all day. If that order executes, I’ll probably set my next stop-limit order for a more outrageous amount like +300-500%, or I will follow the timeline below.
Strategy
Q1 earnings for SCWX are going to be reported pre-market on June 4th. I expect a big run-up before then as other cybersecurity firms report high earnings and continue to be bid up. I hope the stock is up high enough that I can sell June 3rd at a big profit. If the stock moves up, but dip right before earnings, then I’ll hold through earnings and sell just after at either a profit or a loss. I have TP hands (it happens when you watch 4/17 SPY puts go from +300% to -90%) and will take some profit/cut some losses early depending on how the trade goes.
I recommend the 7/17 17.50 call option for a couple of reasons:
Most liquid call option in the entire chain with OI > 300. The bid-ask is still as wide as your wife’s pussy, so be careful with your orders. You can also do the 15c and 20c contracts for more/less risk, but there is less OI. The June contracts are more “on thesis,” but OI is less than 30 and I never buy contracts with that low of volume. [Edit: bid-ask has narrowed substantially since posting.] I want a lot of gamma because I think the share price is going to make big swings in the next few days. The 17.50c offers the right amount of leverage for my taste. I think there is a solid chance (~30%) they will become ATM or higher by earnings. Protection from theta gang. There will still be over a month of time value on these bad boys after earnings, while we’re only holding for a week.
Again, there’s some other interesting options in the chain, you can also do spreads to lower cost basis, or you can sell covered calls to profit off the same move and make money off autists YOLOing into these contracts.
Below is the payout table I calculated for the 17.50c option. Note that 50 cents might not be the best available price, if you pay too much you’ll take an immediate loss. And if you get in cheaper, growth potential is even higher. I did not take into account the pre-earnings IV pump which should act in your favor.
Options payout table
Risks for this play:
The market is efficient and SCWX is correctly priced. Managed security does not attract more customers due to expense or inability to support additional customers. Existing customers too cash-strapped to buy more security infrastructure. During last earnings call, March 27th, SCWX gave guidance for lower earnings next quarter due to pandemic. (But that was when everyone was still freaking the fuck out and reported earnings were only to end of February.) Rug pull on entire market. Burned on bid-ask spread. CRWD and OKTA miss earnings (later this week). Fuckery by Dell related to the class B shares. Pretty much any risk listed in the SCWX 10-K.
Disclaimer: I am not your financial advisor. Take anything you read on this retard sub with a grain of salt. The information here is reliable to my knowledge, but I cannot guarantee its accuracy. Do your own DD.


investmentwatchblog--2020-05-28--Money growth vs the real economy.

Money growth vs the real economy.

Money growth vs the real economy. pic.twitter.com/sabw4RDKD4 — Jonathan Tepper (@jtepper2) May 28, 2020
More than 3,600 stores are closing as the retail apocalypse drags on
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Left behind in the Fed’s coronavirus bailout, some bonds tied to corporate loans and commercial real estate that were among the newest, fastest-growing parts of the markets are struggling t.co/CoY7Nxh1xA via @WSJ — M/I_Investments (@MI_Investments) May 28, 2020
U.S. Economy Contracted 5% in First Quarter, Slightly Steeper Than Initial Estimate t.co/QD03uzJK5r — WSJ Central Banks (@WSJCentralBanks) May 28, 2020
US corporate #profits plunged $295bn in Q1:
– domestic financial -67bn
– domestic non-financial -$170bn
– rest of world -$59bn > Profit margins fell to 8.5% of GDP: lowest since 2008.
> Collapsing corporate sales and earnings + elevated leverage represent important risk pic.twitter.com/Jpb0nqx840 — Gregory Daco (@GregDaco) May 28, 2020
Q2 2020 GDP -40.4%. t.co/uoEY0HGQPX — Sven Henrich (@NorthmanTrader) May 28, 2020
Between the $22T+++(growing) in central bank balance sheets (perma-bid), the co-location of quant funds and supercomputers sitting on exchanges front running ETF's/mutual funds, it's a wonder anybody is left trading fundamentals🤨🤦♀t.co/miVbtuE4wQ pic.twitter.com/cvmJMuMBeI — M/I_Investments (@MI_Investments) May 28, 2020
Leaders of the biggest financial companies are getting more optimistic about an economic rebound but say recent stock gains might have overshot reality t.co/mIR0n5uS3S — Bloomberg Markets (@markets) May 28, 2020
Hey if you can manage it, hang on to some workers, but we don't want to pressure you. (the Fed, approximately) t.co/gqCOgUD5sf — David Dayen (@ddayen) May 28, 2020


investmentwatchblog--2020-05-28--Hong Kong’s security law is going to devastate its economy

The freedoms given to Hong Kong as a largely autonomous region helped make it a thriving center for international banking and finance .
The new national security law is already creating uncertainty and greatly undermines the pillars with which the majority of Hong Kong ’ s status is based upon .
With China effectively choosing the nuclear option by taking direct control of the region , I can ’ t see any way in which Hong Kong will feasibly be able to continue acting as the international mediator of trade it has been for decades between Asia and the rest @ @ @ @ @ @ @ as to why China would be willing to go so far seems to be that at this point , they ’ ve become resigned to having to largely give up on Hong Kong as a continued economic center .
I think the final result will have to depend ultimately on whether the US chooses to revoke Hong Kong ’ s special status .
In a scenario where no sanctions are placed , it ’ s possible that Hong Kong might be able to come out of all this in one piece .
Given @ @ @ @ @ @ @ and China , however , it seems unlikely that nothing will just happen .
The U.S. has certified that Hong Kong is no longer politically autonomous from China

by ilikepancakez
asia.nikkei.com/Opinion/Hong-Kong-security-law-is-going-to-devastate-its-economy
Commentary:
The freedoms given to Hong Kong as a largely autonomous region helped make it a thriving center for international banking and finance. The new national security law is already creating uncertainty and greatly undermines the pillars with which the majority of Hong Kong’s status is based upon.
We are primarily funded by readers. Please subscribe and donate to support us!
With China effectively choosing the nuclear option by taking direct control of the region, I can’t see any way in which Hong Kong will feasibly be able to continue acting as the international mediator of trade it has been for decades between Asia and the rest of the world.
My only guess as to why China would be willing to go so far seems to be that at this point, they’ve become resigned to having to largely give up on Hong Kong as a continued economic center. I think the final result will have to depend ultimately on whether the US chooses to revoke Hong Kong’s special status.
In a scenario where no sanctions are placed, it’s possible that Hong Kong might be able to come out of all this in one piece. Given the current trade tensions between the US and China, however, it seems unlikely that nothing will just happen.
The U.S. has certified that Hong Kong is no longer politically autonomous from China


investmentwatchblog--2020-05-28--No way out – 0 income & 0 support – Italy.

I don ’ t see what advice anyone can give to help in this situation but at this point I ’ m unsure what I can do .
So the situation is I lost my job where I live in Rome , started a business that then had to shut before making any money due to th virus .
I ’ ve used up all of my savings trying to survive since losing my job and have 0 income despite trying everything to find work remotely , in Italy or even by relocation to the UK .
My monthly outgoings @ @ @ @ @ @ @ euros Condominium : 150 circa Rent : 800 euros Food : 300-400 month ( children ) Utilities : 80 Girlfriend gets 380 euros a month from the government and that ’ s it , to help with the baby .
We get no other help or support and I have been rejected from financially support numerous times .
Me and my family stopped all unnecessary spending awhile ago and I ’ ve even borrowed 4500 to try and keep me going and this is almost gone .
All my assets have already been @ @ @ @ @ @ @ clothes , cooker and a cheap TV .
To me , this seems hopeless , but do any of you have any ideas ?
Especially those in Italy .

by RagamuffinR
Hey everyone,
I don’t see what advice anyone can give to help in this situation but at this point I’m unsure what I can do.
So the situation is I lost my job where I live in Rome, started a business that then had to shut before making any money due to th virus.
I’ve used up all of my savings trying to survive since losing my job and have 0 income despite trying everything to find work remotely, in Italy or even by relocation to the UK.
My monthly outgoings are: Internet and phones: 50 euros Condominium: 150 circa Rent: 800 euros Food: 300-400 month (children) Utilities: 80
Total: 1480 euros basic outgoings
We are primarily funded by readers. Please subscribe and donate to support us!
Girlfriend gets 380 euros a month from the government and that’s it, to help with the baby.
We get no other help or support and I have been rejected from financially support numerous times.
Me and my family stopped all unnecessary spending awhile ago and I’ve even borrowed 4500 to try and keep me going and this is almost gone.
All my assets have already been sold, apart from essential things like clothes, cooker and a cheap TV.
To me, this seems hopeless, but do any of you have any ideas? Especially those in Italy.
Thanks.


investmentwatchblog--2020-05-28--We can print our way out of anything?

We can print our way out of anything?

We can print our way out of anything pic.twitter.com/xhlD2gmnLe # SPX Weekly – this bounce is still well within Bear @ @ @ @ @ changes.. my view for another leg lower remains .
😎 # ES_F # SPY # @ @ @ @ @ WTF .
Really @ federalreserve ?
We know you are eager to continue to stoke @ @ @ @ @ history to the sociological breaking point , but we also thought you 'd appreciate the @ @ @ @ @ about it .
pic.twitter.com/mpksaElKDI

We can print our way out of anything pic.twitter.com/xhlD2gmnLe
#SPX Weekly – this bounce is still well within Bear Mkt rally parameters.. until that changes.. my view for another leg lower remains. 😎 #ES_F #SPY #QQQ pic.twitter.com/eNKMNY4qCa
I mean, WTF.
Really @federalreserve?
We know you are eager to continue to stoke the largest wealth gap in history to the sociological breaking point, but we also thought you'd appreciate the need to be somewhat subtle about it. pic.twitter.com/mpksaElKDI
— PeakProsperity.com – Fed goes Brrrrrrr (@chrismartenson) May 28, 2020