I don't get it - I think that entire post is from a third party - Mint Partners' Bill Blain. But regardless - is there something in Blain's post that you disagree with? .
I was under the impression that parts of the post were from ZH, rather than quotes from the MINT guy. That was my read of the quotation marks. As to what I disagree with, it's the usual drama inherent in the whole article. According to ZH, if the regulators/governments don't do anything (like the Italians with the Veneto banks), that's a bad thing. If they act at least somewhat proactively and "resolve" a bank (like the Spanish with Popular), that's apparently also not a "happy ending". There's just no pleasing the tough folks of ZH/MINT!
I think you're reading too much into it. Also, it's consistent to recognise that the POP resolution is a negative for shareholders and (some) bondholders, while at the same time questioning the morality of a (possible) taxpayer-funded bailout of other banks. .
I could be reading too much into it... As always w/ZH, I just wish they'd inject a little less emotion and drama and some more facts into their commentary.
AMZN has agreed to buy WFM. http://www.zerohedge.com/news/2017-06-16/amazon-buy-whole-foods I'm more interested in potential shorts in the retail (and specifically grocery) sector. https://www.bloomberg.com/gadfly/ar...fresh-prime-now-aim-to-kill-your-local-grocer Some mentioned in the above ZH article are: WM -6% TGT -9% AHOLD, CARREFOUR, TESCO KR -12% and 19 billion market cap SFM -6% and 2.9 billion market cap Others on the percent losers list COST -6% and 73 billion market cap SVU -13% and 872 million market cap UNFI -15% and 1.7 billion market cap IMKTA -8% and 650 million market cap Dollar stores DLTR DG ETF ideas www.barrons.com/articles/retail-consumer-etfs-rattled-by-whole-foods-amazon-deal-time-to-nibble-1497623667 .
With Oil below $50, some of the high-cost producers aren't doing well: www dot twitter dot com/DonutShorts/status/877627557281247232 .
Some more about the effect that lower oil prices have on oil stocks, from UBS via Zero Hedge: http://www.zerohedge.com/news/2017-...onds-ignore-tumbling-crude-oil-ubs-has-answer and specifically the chart contained in that article: http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2017/06/25/UBS HY 3 matrix_0.jpg .
Population declines in high-GDP-per-capita (developed countries): https://econimica.blogspot.com/2017/06/the-end-of-growing-consumer-baseand.html The growth of the human population is almost entirely coming from less developed (lower GDP per capita) countries, such as those in Africa. .
Bitcoin preview leading up to 1 August: http://www.zerohedge.com/news/2017-...her-tumbles-august-1st-scaling-deadline-looms .
A more detailed list of important dates for Bitcoin in the coming weeks and months: https://bitcoinmagazine.com/articles/countdown-segwit-these-are-dates-keep-eye/ .