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  • Ladies & Gentlemen, WE ARE IN THE MIDST OF A MASSIVE SLOWDOWN. U.S.'s MARCH CHINA IMPORT NUMBERS DROP -26.5% FROM THAT OF JANUARY. 1 comment
    May 19, 2013 5:01 PM | about stocks: BOND, DIA, QQQ, SPY, AAPL, C, BAC, GE, EUSA, ITOT, IVV, IYY, SCHX, VONE, APC, BBG, BP, BTU, CHK, COG, COP, DVN, ECA, ELP, EQT, FST, GDX, GLD, GS, JPM, KWK, LNG, MS, NFX, QEP, RRC, SLV, SRE, SWN, UNG, UPL, WPX, XCO, XEC, XOM, TSLA, AA, AIG, WEN

    **************************************************

    Ladies & Gentlemen, WE ARE IN THE MIDST OF A MASSIVE SLOWDOWN. U.S.'s MARCH CHINA IMPORT NUMBERS DROP -26.5% FROM THAT OF JANUARY.

    Investors should take this as the indication that we are in the midst of a major slowdown in the U.S. economy. As recently reported by the U.S. Depart. Of Commerce the U.S. imports have dropped a whopping 26.5%!

    (click to enlarge)

    This is massive compared with normal rates of change usually experienced over this period.

    (click to enlarge)

    The driving factors from our analysis attributes this to many reason, but the two largest reasons being:

     

    • U.S. manufacturing slowing, which in-turn is requiring less middle-process components from China.

     

    • U.S. consumers and businesses are not confident in the U.S. economy, regardless of the efforts made by the U.S. Federal Reserve.

    Accordingly, we would recommend that investors be careful of a large equity and commodity sell-off. These two areas have the largest chances of major selling. Especially those related to manufacturing, such as metals, natural gas, and import related industries.

    Source:

    www.census.gov/foreign-trade/balance/c5700.html

    Disclosure: I am short UNG, SPY.

    Additional disclosure: and many other select names/areas....

    Themes: U.S. Economy, GDP, Equity, Commodities Stocks: BOND, DIA, QQQ, SPY, AAPL, C, BAC, GE, EUSA, ITOT, IVV, IYY, SCHX, VONE, APC, BBG, BP, BTU, CHK, COG, COP, DVN, ECA, ELP, EQT, FST, GDX, GLD, GS, JPM, KWK, LNG, MS, NFX, QEP, RRC, SLV, SRE, SWN, UNG, UPL, WPX, XCO, XEC, XOM, TSLA, AA, AIG, WEN
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  • JABATOCA
    , contributor
    Comments (23) | Send Message
     
    This articule is extreme important, !!! I think US and the world is not paying much attention to this or maybe is not able to iunderstand the causes or do not want to understand the consecuences. SM ? can be interpreted that we are heading to an unstoppable mayor Global slowdown. Comodities will slump and more pain to the developing and poor countries. Fed should not tapper or Keynes should comeback from afterlive, not good times, that will add pain to the poor people. $SPY $GLD $SLV $UNG $USO $GAZ
    29 Jun 2013, 11:22 AM Reply Like
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