Having opened his position in AAPL in Q3 2013, Carl Icahn's projections, prognostications, and positioning have all lent credence (for CNBC watchers) to buying into the "no brainer" stock. However, it appears the plunge in the stock of the last few months has taken the shine of Icahn's glee as, according to his fund's latest 13F, he dumped 7 million shares (or aound 14% of his position) in Q4 2015. In addition, Greenlight's David Einhorn dumped 44% of his holding in Tim Cook's releveraging firm.

It began here in August 2013...

Democratic presidential candidate and former secretary of state, Hillary Clinton resorted to barking like a dog to get her message out about the unreasonableness of the Republicans, during her rally in Reno, Nevada on Monday night. National Review reports: The Democratic candidate hit her GOP rivals for saying the economic crash of 2008 was caused by “too much regulation on Wall Street,” prompting her to launch into a story about one of her favorite political ads she heard on the radio during her husband’s run for governor in Arkansas.

Dick Cheney, Lindsey Graham and even George W Bush crawled out from under their stones to have a go at Donald Trump following his comments about 9/11 The GOP presidential front-runner accused former President George W. Bush of lying about the terror attacks in order to force the US into war in Iraq. “He sounds like a liberal Democrat to me,” Cheney told Fox News “He’s wrong, and I think he’s deliberately promoting those views in order to advance his own political interests.” Daily Kos reports: Lindsay Graham said that Trump sounded like Michael Moore. Just throwing that in there.

If you were looking for signs that US trade may be collapsing on itself, a good place to start would be Class 8 truck orders which, as we first documented in early December, have posted sharp y/y declines of late.

In November for instance, orders collapsed 59% y/y. In December, the drop was 37%, and in January, Class 8 orders dove 48% from the year ago period.

"[Central Banks] think they are smarter than the market," exclaims billionaire investor Jim Rogers, "they are not!"

Warning CNN in this brief but disturbing reality check that "we are all going to get hurt by a global recession," Rogers takes aim at the incompetence of the "academic and bureaucrats who don't know what they are doing," raging that "this is going to be a disaster in the end."

Rogers concludes: