Sven Henrich
Daily Market Brief
Binary
Several key discussion items: Is this correction the beginning of something larger to come? What’s the downside risk? What’s the long trade set-up now that markets have flushed hard? Is there one? […]
Daily Market Brief
All Things Being Equal
All things being equal…this rally has been terrible. Yea, the headline numbers have been great due to the disproportional market cap weight of a few key stocks such as $AAPL, $AMZN, $MSFT, […]
Jawboning
How much pain are they willing or can they afford to take? The answer: Virtually none. The economy is not the stock market, but the stock market is the economy. Or rather […]
Daily Market Brief
It’s not different this time
It’s not different this time. It’s worse. For weeks the bull machine was relentless, ignoring everything on the heels of massive central bank intervention. The warning signs kept mounting in charts getting […]
The Daily Market Brief
The Turn?
Did markets just hit a key wall and are ready for a much overdue turn? That’s the question we want to explore from a technical perspective following the sudden reversal action on […]
The Big Dodge
In life you can always tell when someone has something to hide by the way they try to avoid answering a direct question, when they dance, skirt and try to dodge the […]
Never Go Full Retard
The recognition that this market is in a bubble (something I’ve been writing about extensively) has gone mainstream and banks are recognizing is now too. This week JP Morgan’s Kolonavic is also […]
Chipping Away
$AAPL, the largest tech stock on the planet, pounds out a revenue warning and $NDX makes new all time highs. Ha ha. Poor bears, if you can’t take advantage of the shutting […]
