Macro charting interesting data

February 2017

Topics

10% to the Shareholder
The Sophies Choice of Janet Yellen, part 5
California Beer
Unsustainable Payout, part 2
Buybacks on the Bid
This Time is Different
Peak Car Loan
The Sophie's Choice of Janet Yellen, part 4
The Sophie's Choice of Janet Yellen, part 3
Nothing matters more than CEO compensation
MZM Money
Stagflation
Trump Euphoria
Government Sachs

Details

10% to the Shareholder

Why are p/e ratios high? 10% of every sale goes straight to the shareholder. pic.twitter.com/eKPE6PcoGC

— John Alexander (@MacroCharting) February 27, 2017

The Sophies Choice of Janet Yellen, part 5

Too much 1990s exuberance forced the gov't to disallow us to ever fall back to earth lest we break: The Sophie's Choice of Janet Yellen. pic.twitter.com/nG6kIlZVJh

— John Alexander (@MacroCharting) February 27, 2017

California Beer

Job security in the 90s: California Tech

Job security today: getting California drunk#federalreservedata#yourtaxdollarsatwork pic.twitter.com/1Q2s4vqDbU

— John Alexander (@MacroCharting) February 26, 2017

Unsustainable Payout, part 2

Last 28 months of this bull run is based on a temporary strategy used previously only at bear market bottoms. Sustainable? #sp500 pic.twitter.com/bC8q57FDuM

— John Alexander (@MacroCharting) February 25, 2017

Buybacks on the Bid

Why do we hide from the truth that buybacks are the reason the market has a high p/e? The low rate argument has no merit. pic.twitter.com/qQcvoC8Tzk

— John Alexander (@MacroCharting) February 24, 2017

This Time is Different

This Time Is Different. Thanks Janet.#sp500#fundamentalsareforlosers pic.twitter.com/tnUrKyVTBt

— John Alexander (@MacroCharting) February 23, 2017

Peak Car Loan

Forget Peak Oil, we just hit "Peak Car Loan" pic.twitter.com/1r4Ftz4jfj

— John Alexander (@MacroCharting) February 22, 2017

The Sophie's Choice of Janet Yellen, part 4

Update on The Sophie's Choice of Janet Yellen#fomc pic.twitter.com/nf690yN48z

— John Alexander (@MacroCharting) February 22, 2017

The Sophie's Choice of Janet Yellen, part 3

Latest Update on The Sophie's Choice of Janet Yellen#fomc pic.twitter.com/EiG2wZ04at

— John Alexander (@MacroCharting) February 21, 2017

Nothing matters more than CEO compensation

Earnings do not matter when CEO compensation is at risk.
The attached chart complements this link: pic.twitter.com/yW0oAMNLm3 pic.twitter.com/GgAdg1ttMB

— John Alexander (@MacroCharting) February 20, 2017

MZM Money

You can bet the Fed is watching the MZM money supply right now.
Its not doing what they want. #federalreserve #fomc pic.twitter.com/c6vof1on4F

— John Alexander (@MacroCharting) February 19, 2017

Stagflation

Stagflation: increasing prices without improved employment or demand.
Alan Greenspan has been warning that its coming...
#stagflation pic.twitter.com/lJ4YgR8SVN

— John Alexander (@MacroCharting) February 18, 2017

Trump Euphoria

update of euphoria chart from last month. In Trump We Trust. pic.twitter.com/9UNtiTSMIT

— John Alexander (@MacroCharting) February 17, 2017

Government Sachs

The timing of today's fiduciary rule announcement was not a coincidence#resist #insidertrading pic.twitter.com/3kB6UZ1fFj

— John Alexander (@MacroCharting) February 3, 2017



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