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Category: Weekly Market Brief

State of Markets

No new highs, no new lows, lots of chop and still no decisions on anything. New highs or not, trade deal or not, hard Brexit or not, the list goes on and […]

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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 […]

ThunderDome

Bull and bear are entering the Thunderdome in September and October and only one will emerge victoriously. Both have 5 known developments to contend with inside the dome: The Fed, the ECB, […]

CONfidence

Markets are subject to a giant con game. The game of CONfidence. Confidence must be maintained under all circumstances or we’re heading into a global recession first and then a US recession […]

The Theme

In this weekend’s market update I want highlight a few observations that crystalize a theme that has emerged in this market: It keeps repeating key structures and patterns as it’s fighting a […]