Sven Henrich
A Slippery Slope
Collapse
Let’s call a spade a spade: The month of May was a month of collapse. Collapse in bullish narratives, collapse in trade talks, collapse in yields, collapse in technical structures, collapse in […]
This Week on NT
Catch up on the latest public articles on NorthmanTrader: For the latest public analysis please visit NorthmanTrader. To subscribe to our market products please visit Services. All content is provided as information only […]
Not Gonna Happen
Mr. Trump just opened a new tariff front with a 5% tariff threat on Mexico by June 10th with a threat to escalate it to 25% by October 1: “Tariffs will be […]
The Incredible Adventures of Tariff Man
The Bull Case
The May correction was technically well advertised in April, even before that, but the run in April stretching to new highs on $SPX and $NDX was a tricky exercise to navigate through. […]
Fire Hazard
Broken
The Dawning
The dawning may have begun, the realization that growth again has been overstated. Be it a China deal that’s dragging on with no clear path to resolution, and/or economic data that keeps […]
June Bugs
Intervention
Sorry no weekend video this weekend, instead I just wanted to offer some commentary on some of the macro charts I recently posted on twitter. The larger message of all of these […]
This Week on NT
Catch up on the latest public articles on NorthmanTrader: For the latest public analysis please visit NorthmanTrader. To subscribe to our market products please visit Services. All content is provided as information only […]
