Thomas Tallis
02 Sep 2015
Oil Glut - Bearish Doesn't Morgan Stanley see what this man sees, or does embry not see what Morgan Stanley's analysts see?"Propaganda And Outright LiesHowever, everything is far from all right. Economies are weakening everywhere and more debt and more derivatives are being impaired every day. The lie that the U.S. economy is firm is simply that — pure fiction. The U.S. fantasy has been a contrived exercise that isn’t confirmed by the micro-numbers at all....Oil Glut Has Bearish Price Predictions Reaching a CrescendoI’ve also been seeing a lot of speculation that oil is going to plummet to $30 a barrel or even lower. ..."[link]
Thomas Tallis
02 Sep 2015
Morgan Stanley says buy. Here is one to note well - "Morgan Stanley issues 'full house' buy alert for stocksAll five of the bank's key timing indicators are flashing a green light for the first time since early 2009, suggesting the worst may be over for global equities..." Will QE4 drive up share prices against the forecasts of a global crash? It is a long article with more discussion.[link] the end of Septemebr, or maybe into October, it will be very, very interesting to compare this to the opinions offered by Bill Holter (see my previous post "VIX Fear"
and others such as Egon von Greyerz.AEP offers a balanced view by saying "...Morgan Stanley’s bold call has raised eyebrows since the bank caught the exact top of the European equity market in June 2007 using the same timing indicators, on that occasion issuing a "full house" sell alert.It comes at a treacherous time for global investors as they try to fathom what is really happening in China and brace for the first rate rise in nine years by the US Federal Reserve, a move akin to a margin call for debtors in emerging markets with $4.5 trillion of US dollar liabilities...."
Thomas Tallis
02 Sep 2015
VIX fear, "In Crisis Mode" "...Plain and simple, with more shares short than exist, a short squeeze for the ages has been set up. Knowing a big move upward in the VIX is also synonymous with lower stock prices, one can extrapolate (along with many other technical and fundamental weaknesses) a market crash of epic proportions will happen whenever this short squeeze is actually covered...."[link] Market's "Other" Panic Indicator Just Went Off The Charts...today's colossal spike in the Arms (TRIN) Index was a notable addition....Today's move was far greater than "Black Monday's market-halting crash:..."[link]
Thomas Tallis
01 Sep 2015
ERT about to receive cash? "Environmental Recycling Technologies plc (AIM: ENRT), the patent rights holder to the Powder Impression Moulding ("PIM" process, is pleased to announce that it has granted a non-exclusive licence to Earth Enterprises, Inc., of Colorado, USA ("Earth Enterprises". The PIM process converts mixed waste plastics into commercially viable products" and on 4th August we got an update that made it sound as though the plant should be up and running very soon, if not by now.Does the fee get paid as soon as commissioning is complete? If so, then ERT ought to get the cash very soon.
Thomas Tallis
01 Sep 2015
Richard Russell - get out of the market! Extract - "the Godfather of newsletter writers, 91-year-old Richard Russell, warned investors to be completely out of the stock market"[link] we panic?
Thomas Tallis
01 Sep 2015
Prospects for PIM in Mexico A British company seems to making progress in Mexico with its plastic technlogy."British Technology Praised by International Forum...Plastics made with oxo-biodegradable technologies are 100% biodegradable, not toxic, and recyclable says International Forum.British Technology Praised for Helping Mexico and Latin America...Michael Laurier, CEO of Symphony said, "Mexico is a pioneering country in Latin America, and we look forward to working with industry to upgrade from conventional to Controlled-life plastics ..."[link] have hopes of doing business in Mexico, but I wonder - can PIM use bio-degradable plastics? If the plastic is going to breakdown, would products made from oxo-biodegradable plastic just crumble away? I don't know - just asking.Of course, it is not just Mexico that is adopting oxo-biodegradable plastics.
Thomas Tallis
01 Sep 2015
Re: QE has ended now it is QT Holter has made an apology, but goes on to say "I stand by the rest of what was written".[link]
Thomas Tallis
31 Aug 2015
Perfect example - ZH spot on "China Dramatically Intervenes To Boost Stocks Despite Reports It Won't...We'll find out shortly just how much "China won't intervene any more in the market" — zerohedge August 31, 2015Less than five hours after this tweet, we found out that our cynical skepticism was again spot on: the moment the afternoon trading session opened, the "National Team's" favorite plunge protection trade, the SSE 50 index of biggest companies, went super-bid and ramped from a low of 2071 to close 140 points higher, ending trading with a last minute government-facilitated surge ..."[link] Global Collapse Will Be Unlike Anything In Recorded History""Expect Even Greater Fireworks In September And October"[link] - "... it will be a terrifying ride as holders of paper assets such as stocks and bonds get destroyed and the recent chaos in global markets is seen as just a warm-up."
Thomas Tallis
31 Aug 2015
QE has ended now it is QT Holter has made a remarkable claim (based on what evidence is available). Note - he does say "if", but if he is right then this will cause an economic earthquake - "If I am correct, in effect the U.S. just “defaulted” to China. It would also mean our hoard of “power” is gone and so is the façade of financial strength. If correct we should know quite soon by actions in all markets. If correct, our standard of living will collapse into third world status hand in hand with a broken financial system."[link]
Thomas Tallis
30 Aug 2015
A new week for ERT Monday tomorrow - will we get news of the AGM?On the 13th July MW said two to three weeks to get news of the acquisition, will we get it tomorrow? Was it Bidmoll who said it was "clear" that we would get it ?I do go on don't I, but how come I get slagged off while those who post cr&p like "a little longer" and tell us "two to three weeks" get away with it?The world isn't fair!Just wait until the end of September - we'll see.[link] This Global Collapse Will Be Unlike Anything In Recorded History"[link]
Thomas Tallis
30 Aug 2015
Right or wrong - buy or sell? From the Telegraph - ""Irrational investors are panic selling instead of buying cheapInvestors have failed to heed the mantra of Warren Buffett: 'Be fearful when others are greedy and greedy when others are fearful'Garry White..."[link] is right wrong lying?See [link] where credit is due - Celente predicted yaun devaluation[link]
nipper22
28 Aug 2015
He doesn't half go on! If the dog was barking at the back door and TT was knocking at the front door, who would you let in first? Answer, the dog,he will shut up once you let him in.
Thomas Tallis
28 Aug 2015
Damian McBride "Damian McBride is the former head of communications at the British treasury and former special adviser to Gordon Brown, erstwhile Prime Minister of the U.K. Yesterday he tweeted some surprising advice in response to the plunge in global equities markets.;Advice on the looming crash, No. 1: get hard cash in a safe place now; don't assume banks & cashpoints will be open, or bank cards will work...."[link]
Thomas Tallis
28 Aug 2015
The Telegraph says what Celente said The Telegraph forecasts financial doom but Celente has been saying it for longer - like Sinclair, Celente is another man who deserves to be listened to.[link]
Iwan Mee
28 Aug 2015
Re: Phone call I'd take 3p right now! I had something similar a few years ago. The guy was very polite and VERY persistent and would ring me about once a month. He tried so hard to convince me that I almost felt sorry for him when I eventually to him to do one!I can understand why some gullible people get caught out as some of these guys are so convincing.
