Category: Market Analysis

2020 Crash

Complacency came before the fall. All of 2019 market participants ignored the non existent earnings growth. Too strong was the now pavlovian reflex to chase easy central bank money. Too trusting in […]


Several key discussion items: Is this correction the beginning of something larger to come? What’s the downside risk? What’s the long trade set-up now that markets have flushed hard? Is there one? […]

NDX check

Over the weekend more stimulus chatter from the Chinese and voila the post holiday market losses in China were erased no matter how severe the impacts on the Chinese economy may be. […]