To: Real Man who wrote (55450 ) 5/27/2014 11:53:27 AM From: ggersh Read Replies (1) | Respond to I can't afford a computer next to the Fed.....have a look nothing has changed, The New Normal In One Sentence: "In The US Equity Market, The Worse A Company’s Finances, The Better It’s Doing" Submitted by Tyler Durden on 05/27/2014 - 11:00updated our list of the most hated , i.e., most shorted, stocks which are so critical in the New Normal because as we have reported constantly since 2012, going long the most shorted names remains the best alpha-generating strategy , outperforming the broader market by orders of magnitude. Today, it is Bloomberg's turn to recap just how broken the market is with an article that highlights the "balance sheet bombs" rallying by 94%. The lede: "In the U.S. equity market, the worse a company’s finances, the better it’s doing ." Because there is nothing like rewarding failure and capital misallocation to promote economic growth and employment recovery.COMMENTS: 46 READS: 2,963Obama To Authorize Weapons Training Of Syrian "Rebels" Submitted by Tyler Durden on 05/27/2014 - 11:28according to WSJ , close to authorizing the US military to train "moderate" Syrian rebels. The move - clearly expanding Washington's role in the conflict and a subtle side-swipe at Putin - is aimed atproviding a seemingly arbitrary group of rebels with weapons training to fight against both Bashar al-Assad's regime's army as well as Al-Qaeda-linked groups . One quick question - how will Obama determine who is 'moderate' and who is full Al-Qaeda-tard?COMMENTS: 4 READS: 312Richmond & Dallas Fed Miss; Manufacturing Outlook Plunges Submitted by Tyler Durden on 05/27/2014 - 10:44Richmond and Dallas Fed just missed expectations with some very concerning data under the hood. In no particular order - Dallas Fed outlook plunged from 14.5 to 11.8; Dallas employees plunged from 13.9 to 2.8 (and the workweek collapsed); New Orders and production also slumped as any post-weather bounce is buggered. For Richmond, new order volume plunged from 10 to 3 and capacity utilization dropped back below 0; and the outlook for shipments also slid to 3 month lows with employees expected to drop. In short - a total disaster... COMMENTS: 42 READS: 3,030"The Market's Not There" - One World Trade Center Lowers Asking Rents By 10% Submitted by Tyler Durden on 05/27/2014 - 10:24confirmed by today's sliding "plans to buy a home" indicator ), forcing Americans to scramble for rental properties and pushing residential asking rents to fresh record high quarter after quarter, the same can not be said for the commercial sector. In fact quite the opposite: according to the WSJ the owners of the towering 3.1 million square foot One World Trade Center, which at last check was 55% leased, have been forced to cut asking rents by 10% from 75% to $69. Why? "The market's not there," said Mr. Durst, whose Durst Organization bought a stake in the tower from the Port Authority in mid-2011. "When we started in 2011, everybody expected the economy to take off, and obviously that hasn't happened." COMMENTS: 69 READS: 4,476Consumer Confidence Falls Short Of Weather-Peak; Plans To Buy A Home Drop Submitted by Tyler Durden on 05/27/2014 - 10:08plans to buy an appliance dropped as did plans to buy a home (even as rates drop). COMMENTS: 23 READS: 2,404US Service PMI Surges Near Record High As Margin Pressures Appear Submitted by Tyler Durden on 05/27/2014 - 09:54whether the fastest rise in new work orders in 3 years is sustainable or simply a post-weather bounce . Input prices are up once again though even as output charges dropped - so much for the dream of ever-expanding margins. Is good news bad?COMMENTS: 21 READS: 2,730VIX Surges Even As S&P Hits New Record Highs Submitted by Tyler Durden on 05/27/2014 - 09:37
