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The Morning Call--Mark Cuban On The Reddit Phenomena

Feb. 04, 2021 9:04 AM ET
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The Morning Call


The Market


Wednesday in the charts.

Big-Shorts, Bitcoin, Bond Yields, & Black Gold All Bounce

The VIX ‘feels’ low.

When VIX at 24 "feels" low...

The dollar breaks its short term downtrend.

Hated and shorted dollar squeezing higher

One interpretation of the current bounce in equity prices.




The Economy


Weekly jobless claims were reported at 779,000 versus projections of 830,000.

Q4 nonfarm productivity fell 4.8 versus estimates of -2.8%; unit labor costs rose 6.8% versus +4.0%.

The January services PMI came in at 58.3 versus expectations of 57.5; the composite PMI was 58.7 versus 58.0.

The January ISM nonmanufacturing index was 58.7 versus consensus of 56.8.

ISM Services Index Increased to 58.7% in January


The January EU construction PMI was 44.1 versus the prior reading of 45..5; the January German construction PMI was 46.6 versus 47.1 prior; the January UK construction PMI was 49.2 versus 52.9 forecast.

January EU retail sales were up 2.0% versus predictions of +1.6%.


The CBO’s outlook and the GDP output gap---if Rogart and Reinhart are correct (too much debt inhibits economic growth) this gap won’t be closed even in 2025.

CBO's Outlook and the Output Gap

The case against inflation.

Inflation Is Up for Discussion

Ditto Europe.

No, inflation isn't back

The Fed

The Fed punchbowl fueling rampant home price appreciation.

"The Fed's Monetary Punchbowl Is Fueling Rampant Home Price Appreciation": AEI

The Bank of England leaves QE unchanged, prepares for negative rates but warns of inflation???

BoE Keeps Policy Unchanged, Tells Banks To Start Preparing For Negative Rates "If Necessary" But Sees Spike In Inflation

The coronavirus

Just a few weeks delay.

Just A Few Weeks Delay - Marginal REVOLUTION

Long haul coronavirus suffers cast new light on chronic fatigue sufferers.

Long-Haul Covid Cases Cast New Light on Chronic Fatigue Sufferers | naked capitalism

The short squeeze

Winners and losers in the Reddit fueled squeeze.

Meet The Hedge Fund That Made A Killing On The Reddit-Fueled Short Squeeze

Gambling is reckless.

Three Things I Think I Think - YOLO Gambling is Reckless - Pragmatic Capitalism

Counterpoint from Mark Cuban (must read).

The Store of Value Generation is Kicking Your Ass and You Don't Even Know it

Bottom line.

More valuations.

Regression to Trend: Another Look at Long-Term Market Performance

The Q Ratio and Market Valuation: January Update

January dividends by the numbers.

Political Calculations: Dividends by the Numbers in January 2021

News on Stocks in Our Portfolios

What I am reading today

Visa considering adding bitcoin to its network.

Visa Says "No Reason" Why It Cannot Add Bitcoin To Its Network

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