Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Looking at the rate of change (2nd chart, vertical timeline markers identical to above), there are 3 major positive thrusts (ROC > 10):
(1) in the 3rd-6th weeks of the conflict;
(2) during the anti-humanitarian blockade in March-May of this year, after the dubious โceasefireโ shattered; and
(3) after the June attack on Iran.
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
INTELRUNNER
Since the pager bombing, which came just before the low in the market, it is up 58.85%, again in dollars.
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
INTELRUNNER
Bad omen?
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
INTELRUNNER
6 of 11 did increase their EPS.
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
However, by the end of April, they had revised Q1 earnings way up, and something similar seems to be happening now as Q2 has just completed.
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
INTELRUNNER
๐บ๐ธ Index of Consumer Sentiment Chart Watch
As anyone who knows the years of American elections can see, itโs a bit of a partisan indicator. I prefer to go straight to the independents, who are a more useful indicator of actual popular sentiment than the two camps.
Please open Telegram to view this post
VIEW IN TELEGRAM
Itโs trading at its lowest forward P/E & EV/EBIT in decade, and its drawdown has reached 61.58%.
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
INTELRUNNER
๐บ๐ธ The top 0.1% of U.S. households is doing quite well. Follow Chart Watch
โข Mortgages 12.94T
โข Auto Loans 1.66T
โข Student Loans 1.64T
โข Credit Cards 1.21T
โข HELOC 0.41T
โข Other 0.54T
Please open Telegram to view this post
VIEW IN TELEGRAM
โข breathing Delhi air = smoking 10-15 cigarettes a day
โข air pollution causes 7 MILLION deaths annually
โข 68% of those are from heart disease & stroke
Please open Telegram to view this post
VIEW IN TELEGRAM
The U.S. goods trade deficit with China narrowed to a seasonally adjusted $9.38 billion in June, the smallest on record, after falling to $13.97 billion in May. Exports surged 45.4% (-16.6% y/y) following a 19.9% May slump, while imports fell 6.9% (-45.6% y/y) on top of a 26.3% May plunge.
The goods trade deficit with the European Union narrowed markedly to $9.52 billion in June, the smallest since June 2013, after widening to $22.54 billion in May, with exports up 6.8% (16.6% y/y) and imports down 19.2% (-8.2% y/y).
The trade shortfall with Japan narrowed marginally to $5.72 billion in June, the smallest since March, from $5.77 billion in the previous month, reflecting declines of 3.4% (-7.5% y/y) in exports and 2.3% (-0.4% y/y) in imports.
Please open Telegram to view this post
VIEW IN TELEGRAM
INTELRUNNER
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM