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Channel: And Now Back To Reality And The Impossible Earnings Season Stepfunction
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Iceberg Ahead !!!!!!!!

Iceberg Ahead !!!!!!!!

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 lack of " Earnings

 lack of " Earnings season"/             Road kill season/ on guidance that 50% of q-1 estimates!   I can hear the crickets chirping, Mr. Krugman!

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And where would our GDP be if

And where would our GDP be if we had free markets and this "brilliant" Administration and the Fed did not add 4 trillion dollars to our debt load? We will never know as our freedoms and the truth are...

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If the Chairsatan reads this

If the Chairsatan reads this analysis, he might starting hitting CNTRL - P with full gusto right away...

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the average joe is in a deep

the average joe is in a deep recession while corporate earnings rocketed, so if they go flat to negative does that mean common man depression to subsidize lavish top 1/10th% lifestyles?corporations did...

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WE're in biflationary spiral

WE're in biflationary spiral mode again with prices for necessities and raw materials rising on a steeper slope (and core  PPI up 2.6% yoy) while paramters that drive earnings slumping at a faster...

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Better than expected.

Better than expected.

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Kostin Muppets some money.

Kostin Muppets some money.

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japan circa 1989 to present

japan circa 1989 to present (without the stock market crash)

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Hopium and Bullshit - a toxic

Hopium and Bullshit - a toxic mix of uber ka ka and a dash of news of the weird to get the sheeples minds off the REALLY bad news: it's a fucking tragedy out there for the common man - whilst the...

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 Spot on! Japan the never

 Spot on! Japan the never ending, 240 % gdp story!

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 Nice post! I was thinking "

 Nice post! I was thinking " Hogans Heros"?

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 man i love that spx "

 man i love that spx " earnings growth" and "ism" chart match up!

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By God, they will downward

By God, they will downward adjust our perceptions of prosperity.....realign all notions of success. That is the future. 

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Market make about as much

Market make about as much sense as CNBC pasting the Maria and Spitzer promo on the top of their page for the past 24 hours when he clearly mopped the floor with her.  Pretty fitting since she's turned...

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 BlueStreet  = win /win !

 BlueStreet  = win /win ! Nice post!      Maria Barfaromo, is not My last choice.      " YUK"

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The FED prints 100 Bn per

The FED prints 100 Bn per month to compensate for the 2006 era Banking Fraud. Fraud that can no longer drive the economy.Repudiate the debt. Pay the citizens directly with the additional 100Bn and...

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 Care for some back-up?

 Care for some back-up? http://www.newyorkfed.org/index.html

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Stagnating economy? But the

Stagnating economy? But the housing market bust is over(or so says Sam Chandan at Wharton)http://confoundedinterest.wordpress.com/2012/07/14/is-the-housing-bust-over-or-in-purgatory/

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I'm laughing.   Its going to

I'm laughing. Its going to be the same scam as they pulled last year and the year before:"Less Bad""Already Priced In""Beat By A Penny""Ex Non-Recurring Items""Waiting for 2nd Half V-Shaped...

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War in Q4.What is it good

War in Q4.What is it good for?S&P 500 YoY quarterly earnings growth forecasts apparently...

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 No really! I'm laughing,

 No really! I'm laughing,<

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Paul would be telling us that

Paul would be telling us that America is doing very well, thank you very much, and that had it not been for the Fed's ease and budget deficits which should never ever go above 50% (of what we are yet...

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you missed "muddle through".

you missed "muddle through".  wtf is muddle through anyway

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Yeah, probably means the

Yeah, probably means the stock market will look like a step function too.  Gapping in the opposite direction of course.

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We live in Nevada. 

We live in Nevada.  Unemployment would be worse but the 99ers moved to someplace else or got disabled. There are lots of short sales.  Underwater houseing numbers in our area is improving because of...

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Apple bitchez! iPhone launch

Apple bitchez! iPhone launch in Q3 bucks the earnings collapse :)

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if you havea goodcharting

if you havea goodcharting program, and really want to see how fucked up the system is. (remember the vast majority of buying isn't even held over night now, but for something like 88 seconds. algo hell...

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Krugman currently claims the

Krugman currently claims the stimulous was too small, despite his prediction it needed to be 600 billion and we passed a 787 billion package months later. He has also claims we need more stimulous,...

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 Where is the " Monopoly

 Where is the " Monopoly Guy"?

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Most corporations are just

Most corporations are just trying to deal with a situation not of thier making where government is doing all it can to make it harder for them to predict the future and serve customers. Many would like...

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Spitzer... who is he on any

Spitzer... who is he on any show...

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The "new normal" makes my

The "new normal" makes my head hurt.!

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it like the fishing lure

it like the fishing lure called "The Muddler Minnow." Guaranteed to catch 'em every time.

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http://www.bizjournals.com/ho

http://www.bizjournals.com/houston/morning_call/2012/07/cheniere-secures... http://seekingalpha.com/symbol/lng?source=search_general&s=lng

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http://www.youtube.com/watch?

http://www.youtube.com/watch?v=PcjnbIF1yAA

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The "new normal" is high

The "new normal" is high unemployment and persistent negative traditional aggregate statistics of "economic health" vs. corporate health. Sure, the system is immoral and f'd up and the FED/gov are...

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It's obviously time to QE and

It's obviously time to QE and ramp the markets. Higher prices and a weaker dollar = greater profits and incentives to ramp up even more production. Everybody wins. The only risk is not being fully...

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"...three proprietary Goldman

"...three proprietary Goldman Sachs indicators..."Bollinger, Bitches, and Blow?

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Might save a few hedgehogs

Might save a few hedgehogs from imminent annihilation for the nonce.

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In a world of fractals...

In a world of fractals... things don't repeat, they rhyme.  Here's comes the 2011 rhyme all over again.

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