The Void

Big 2 weeks coming up here. Earnings galore this week, some of the biggest and most important companies. Mueller in front of Congress. ECB meeting on Thursday. Q2 GDP on Friday. Boris Johnson as UK prime minister? Next week the Fed meeting. And that's just the stuff we know about. Tying to … Continue reading

Battle for Control

Markets are engaged in a clear battle for control: An active Fed eager to extend the business cycle using asset price inflation as its primary means to generate further debt financed growth on the one hand and deteriorating fundamentals and technicals gnawing at an artificial market construct on … Continue reading

This Week on NT

Catch up on the latest public articles from NorthmanTrader: For the latest public analysis please visit NorthmanTrader. To subscribe to our market products please visit Services. All content is provided as information only and should not be taken as investment or trading advice. Any … Continue reading

The Most Dangerous Game

How can I not talk about the Fed? How can I not talk about the daily jawboning? It is all around us. Every. Single. Day. And it keeps working. I feel like I'm being reduced to a loon conspiracy theorist documenting the very reality of it.  But I'm not. From my perch I'm doing a public service … Continue reading

Circus Time

How can I not talk about the Fed? How can I not talk about the daily jawboning? It is all around us. Every. Single. Day. And it keeps working. Worse, I feel like I'm being reduced a loon conspiracy theorist documenting the very reality of it.  But I'm not. From my perch I'm doing a service doing … Continue reading