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Manufacturing Depression Enters Uncharted Territory: Caterpillar Retail Sales Have Never Been Worse

Manufacturing Depression Enters Uncharted Territory: Caterpillar Retail Sales Have Never Been Worse
Hey Wall Street

Hey, Wall Street---This Bud's For You!
"What To Own In An Equity Death Spiral"

"What To Own In An Equity Death Spiral"
Underperformance was due to two things: First, our worst performing investments were among our biggest positions. Second, we had very few winners.

David Einhorn's Confession: "We Lost Money Every Quarter"
The fundamental shifts in energy and metals supply that we believe need to happen will likely occur in three phases.

No, Goldman Is Not Calling For An "Oil Bull Market": Here Is What It Really Said And Why It's Bad News For Banks
Effects of commodity super-cycle, bankruptcies, debt defaults, hedge fund redemption/failures, global economic slowdown, equity weakness, global debt deleveraging

More Strategists Throw In The Towel: "Things Will Only Get Worse"
API reports a huge 5.6 million barrel inventory draw

Crude Spikes Higher As API Reports Large Inventory Draw
Stockpiles of rubber from Asia expand as consumption tumbles - economy of China slows down while subsidies from government are small, cannot offset the production costs.

Another Commodity Deflation/Malinvestment Story--Global Rubber Industry Crashing Under Immense Surplus
Recovery non-existed after 2008

The Deadly Truth About the Great Boom and This "Recovery"
Real Estate bubble collapse signals that China is going down.

China's Unprecedented Real Estate Bubble Is a Ticking Time Bomb