Category: Weekly Market Brief

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 […]

SELL

How to assess risk in a risk free world? Stocks are relentlessly bid up like taped bananas on a wall with charts taking on banana like shapes: Inverted, pointing relentlessly north. “Melt-up […]

Control

Let’s keep it simple shall we: 2019 remains a battle for control. The forces of intervention want to “extend the business cycle” as Jerome Powell likes to frame it by any means […]

Hopium

The first round in the Thunderdome goes to bulls as another hopium based rally emerged driven by relief headlines. First on the news that Hong Kong tensions appeared to defuse and then […]