Page 7 - Bear Traps News Today

10 hours Baltic States Cut Energy Imports from Russia, Belarus 11 hours Israel’s Sovereign Wealth Fund Plans Get Postponed 12 hours Lebanon PM Warns Of “Social Explosion” After Fuel Price Hikes 13 hours Natural Gas Prices Fall Despite Bullish Outlook 14 hours Soaring Fuel Prices In Lebanon Could Trigger A Social Explosion 15 hours Scottish Electric Firm To Pledge $5.5 Billion In Net-Zero Push ...

by Tyler Durden By Larry McDonald, author of The Bear Traps Report You have to give pause when you think that the only news in markets that mattered today is OPEC+ and what the next move is by them. We live in a world with growing demand, shrinking supply. ESG matters, climate change, inflation, Iran, etc, mean nothing today in the global crude market.  All people want to know is what OPEC+ is going to do next. So clearly IT is an important issue for the market before we tackle anything else. ...

by Tyler Durden Monday, May 17, 2021 - 10:25 AM Much has been said about inflation in recent weeks. Here, courtesy of The Bear Traps report, is some more. Inflation expectations over the next three years have climbed to the highest since 2006, as per breakeven rates. They are also nearing their highest level in over 2 decades. Despite the latest ISM reading coming in soft, below expectations the ISM Prices paid sub index hit its highest level since 2008. At the time we were already sliding int...

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

MacroBusiness Access Subscriber Only Content at 12:02 am on May 17, 2021 | 1 comment In the usual pattern of recent times, falling US yields bashed DXY lower and lifted commodities plus the Australian dollar. DXY up, EUR down: The Australian dollar jumped but it has taken some damage over the past week: Gold and oil lifted: Nor big miners: Junk debt was just fine: As US yields shook off the week’s inflation panic: Allowing stocks, especially growth, to rebound: As we move into a new week with...

"We believe we are at the early stage of the biggest Cobra Effect in the history of economics. As the massive monetary and massive fiscal stimuli (over $15T globally) conjoin to save the economy from a deflationary depression, instead they risk hyperinflation - overweight commodities." Vaccination parties have broken out on many street corners as explosive human energy has come roaring out of the cage. To us, this is a preview of what is about to transpire around the planet and the " Cobra Effe...

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by Tyler Durden The oldest trick in the retailer book is back. We have previously written about shrinkflation - the "creative" masking of higher prices whereby retailers sell a materially lower amount of products for the same price, covering up what is often a significant price increase on a Take Costco, which as The Bear Traps report notes, is now charging the same price for paper towels but the roll has 20 fewer sheets. TBT refers to a recent post in a Red Flag Deals message board, where a ...

by Tyler Durden Submitted by Larry McDonald of The Bear Traps Report The Uranium Bull Thesis Our copper thesis has played out nicely. But from a Washington policy perspective Uranium is the next trade. Last week we learned that Uranium Participation will be bought by Sprott. This is a large deal, game changer. A lot of hedge funds in our chat are discussing. I think Uranium prices double over the next 12 months. High conviction. It’s the pure, centrist green energy play, Nuclear power. Plays...

Crypto down! Silver up? We think a growing forward trend is a combination of pressure on crypto currencies, particularly Bitcoin (Ethereum has software applications that work and becoming more popular so isnt just a one trick pony like Bitcoin) with some of that flowing into precious metals, particularly silver. Why? If in fact there has been crypto currency substitution for precious metals to some non quantifiable and therefore non verifiable extent, then that certainly allows for reverse subs...