Category: Market Analysis

$VIX 46

A brief follow up to the $VIX discussion in this weekend’s 2020 Vision market update: US markets experienced two major volatility events  with $VIX running above 40 twice during the past 4 […]

2020 Vision

2019 was the great masking. 2020 will be all about the great unmasking and control. In 2019 central banks once again succeeded in masking all the underlying problems in the economy, the […]

Risk

2020 is off to the same start as 2019 ended: Trade optimism, liquidity injections and rising markets. I’ll offer a more in depth analysis in the days to come, but wanted to […]