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This Country Is The Poster Child of #BeliefSystem Breakdown

Takeaway: The "Land of the Rising Sun" is looking more desperate with each passing day (and each BOJ market intervention).

This Country Is The Poster Child of #BeliefSystem Breakdown - Japan cartoon 05.02.2016 large

"The #BeliefSystem in central-market-planning...

 

"...continues to break-down as Global Growth Slows," Hedgeye CEO Keith McCullough wrote in his Early Look morning missive to subscribers.

 

In case you weren't already aware, he added ... Japan is the epicenter of all things “central-market-planning innovation.” Watch what's going on there very closely. The Nikkei was down (hard) again -1.3% overnight on a Yen move that did nothing – despite the Bank of Japan “buying” (every day into the close).

 

For the record, the crash in the Nikkei Composite Casino (from the 2015 top in the Global Equities bubble) is back to -21.5%.

 

This Country Is The Poster Child of #BeliefSystem Breakdown - km japan

 

This movie is going to get very interesting. 

 


Poll of The Day: Which Word Below BEST Reflects Your Opinion of the #Fed?

Four choices. choose one.

 

Poll of The Day: Which Word Below BEST Reflects Your Opinion of the #Fed? - fed poll

 


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[UNLOCKED] Keith's Daily Trading Ranges - z baba

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CHART OF THE DAY: This Is #1 Causal Factor on "Slower and Lower for Longer"

Editor's Note: This is an excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more. 

 

If you don’t get that Demographics is the #1 causal factor on slower and lower for longer, you’re definitely not reading Hedgeye’s Demography Research (see Chart of The Day for details on the rate of change in growth for the 35-54 year old US population). 

 

CHART OF THE DAY: This Is #1 Causal Factor on "Slower and Lower for Longer" - EL 15


Cartoon of the Day: Shelter From The Storm

Cartoon of the Day: Shelter From The Storm - gold cartoon 09.14.2016

During this dark period of global uncertainty, Gold is shining bright. It's up +25% YTD. We continue to like it.


This Is Our #1 Short in Retail

In this clip from The Macro Show, Hedgeye Retail analyst Brian McGough explains why this particular American clothing company is his favorite short idea in his sector. 

 

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