Sven Henrich
Daily Market Brief
1937
We’ve talked about the year 2000 comparison (Party like it’s 1999). In 2020 markets went onto a similar structural tear just having rammed relentlessly higher. In 2000 markets famously topped in March […]
Truth
Every once in a while the truth shines through and we got a few doses of it today. Recently critics who suggested that the Fed’s QE policies artificially elevate asset prices were […]
Daily Market Brief
The Crash Party
Since 1900 markets have had their fair share of crashes. Mind you crashes don’t happen that often, in fact crashes are very rare. You know what’s also very rare? A particular party […]
Daily Market Brief
The Prophet
Oh how I miss George Carlin. Yes he was mainly known as a stand up comedian, but he was more than that, much more. He was a social critic, he challenged that […]
TAP Update
Game Over?
Is there any political risk for equities in this election year? The 2016 US election has been a nirvana for US corporations who benefited the tremendously from the Republican led 2017 tax […]
Distortion
Once again they took all the pain away. What looked like the beginning of a larger market correction, amid renewed reductions in global growth outlooks, was again aborted in its tracks by […]
Uh Oh?
In context of the week’s market gains Friday’s decline was minor, but context may matter. While bears again got the rug pulled from under them as markets got a new dousing of […]
The Bull Cliff
Are central banks, in their desperate quest to intervene big time pig time all the time to extend the business cycle at all costs, setting up bulls for a dive off of […]
