Twitter Hacks & Value Turning a Corner
Russell2k Leads The Way
First off, this is an excellent must read for our followers, Sowing the Seeds of Marxism from Right Wire Report they put this article out and it was featured on Zhedge, but it touches upon the ongoing Serfdom of our society. The current global coordinated central bank system increasingly funnels all the QE into a very few hands at the expense of everyone else. This is a topic that consistently goes unmentioned in regards to the wealth disparity in our main stream media.
Magnelibra Econemotions has often touched upon this topic as well, and its relevant in regards to wondering how the many perceive “value” and how people misinterpret its meaning or miscalculate what truly consists of “value.” In fact here is an article we posted on LinkedIn in regards to VALUE, Magnelibra Value Lesson read when you have time.
When all is said and done, the data is very consistent in regards to who exactly benefits from QE and when rates are consistently pegged negative (real rates) this forces all the natural equilibrium of interest rates lower to the DETRIMENT of SAVERS!
How you say? Well it rewards debt and punishes savings, but its the later that is responsible for real long term healthy economic growth, the other one comes with significant servitude in regards to interest and payments. Anyway give both a read you won’t be disappointed.
We put out a late day post on the Twitter hacks and one which we feel is certainly an inside job but also exposes the fragility of networks, data and encryption. Yes from the outside, servers are difficult to hack or gain control of, which is why they are generally an inside job. Now time will tell, but this exposure is something we think Cloud based business data hubs are going to have an increasingly difficult time protecting. It didn’t seem to weigh in on the markets that much but the Nasdaq is down some 90 points right now.
When we look at the biggest winner on the day contract wise, we point out the Russell2k, its not often we mention it, but we put out a chart earlier today highlighting the 2x spread vs the NQ. Here is the updated settle of that spread, to say Value has room to outperform Tech here is a huge understatement:
The NQ vs SP chart has rolled over as well, but not after a huge 11x run since the beginning of the year:
In Fixed Income land we can see the flattening in the US curves has taken a break here but things still seem a bit stretched in the BOB (Bond vs Ultra Bond):
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