by irdadmin | Feb 27, 2024 | Financial Markets, Housing Market, Market Manipulation, U.S. Economy
The following commentary is the opening salvo to my latest bear newsletter. In the last issue I updated my work on $NVDA and $TSLA plus two homebuilder stocks and I reviewed $CVNA’s earnings. You learn more about it here: Short Seller’s Journal The...
by irdadmin | Feb 20, 2024 | Financial Markets, Market Manipulation, U.S. Economy
Calpers – the California Public Employee Retirement System pension fund has borrowed 8% of its assets in order to load up on risky stocks. From the Financial Times: “Calpers, the largest pension plan in the US with $452bn in assets, had total fund leverage...
by irdadmin | Dec 21, 2023 | Financial Markets, Housing Market, Market Manipulation, U.S. Economy
The following commentary and analysis is from the December 17th issue of the Short Seller’s Journal. To learn more about this newsletter, follow this link: Short Seller’s Journal information The stock market, led by the Dow, is going parabolic as it...
by irdadmin | Dec 8, 2023 | Financial Markets, Housing Market, Market Manipulation, U.S. Economy
The Conference Board’s Consumer Confidence for November is 102; 101 was expected. However, the big story is that October was revised to 99.1 from 102.6! The November Present Situation is 138.2. October was revised to 138.6 from 143.1. The November Expectations is...
by irdadmin | Jul 28, 2023 | Financial Markets, U.S. Economy
The following analysis and commentary is from the most recent Short Seller’s Journal. In the context of the stock market going “full idiot” right now, CVNA’s share price has been squeezed up to an absurd valuation. My rationale for shorting...