Sven Henrich
We just witnessed a global collapse in asset prices the likes we haven’t seen before. Not even in 2008 or 2000. All these prior beginnings of bear markets happened over time, relatively […]
Collapse
KISS Brief
Daily Market Brief
Fed Panic Attack
Nothing speaks of panic more than a gamble doubling down after a losing trade. And that’s what the Fe dis doing here. After seeing their emergency rate cut of 50bp going over […]
Daily Market Brief
Daily Market Brief
Destruction
I sense there is a tendency right now to say that this correction is just similar to the Q4 2018 correction. And it’s true on the surface you can make that argument. […]
Daily Market Brief
Navigating the Storm
Nothing is scarier then crashing markets and one can debate whether his here is a crash or not. When I look at the $VIX ($VIX Shock) and some of the asset classes […]
Daily Market Brief
Daily Market Brief
$VIX Shock
Let me say up front: I’m not trying to scare anyone. $VIX 54 shock on Friday says people are already scared. My mantra remains: Keep calm. And I’m not one to scream […]
