Tuesday, January 12, 2016

The 0% Faustian Bargain: The Bill Is Due

"They bet it all on the jobless consumer. Because they were too fucking stupid to realize there's no such thing"

Which sector benefits the most from low energy prices? Transports.

You can't make this shit up:
"By the end, airlines were missing revenue estimates because there were not enough oil industry workers to fill the airplanes..."

The two weakest sectors are Energy and Transports:

Meanwhile, Biotech got bludgeoned -3.5% yesterday...
Bury 'em deep

Who wouldn't want to buy this?

CAUTION: Approaching Terminal Idiocracy
Stocks with Treasury bond yields

Globalization: Low prices ALWAYS. Whether you want them or not