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Tag: Sven Henrich

Mismatch

Oh dear. People are embracing the bubble and, as it happens in every bubble, fantastical narratives are emerging to justify the valuations and the price momentum as folks cannot square reality with […]

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Outside Days

Patterns. Signals. Always worth watching for technicians. When you see them you want confirmation. Today markets threw a very specific signal that is as of this writing unconfirmed, but it’s notable and […]

Perspective

Lots of “melt-up” talk these past few days. Today Larry Fink of Blackrock suggested the risk for stocks is for a melt-up as opposed to a meltdown. The rationale: Underinvested cash that […]

Mind The Gaps

Bears are rapidly losing the will to live, underinvested bulls are desperately waiting for a dip, any dip, to emerge to buy and the most complacent are rewarded with handsome gains. Welcome […]

Combustion

This is all going to end badly, even some ardent bulls will freely admit this, the question is the how, when and the where. Frankly it’s a tragedy that’s unfolding and discerning […]

Decision Time

The first quarter of 2019 was a smash hit for bulls. Capitulating central banks, record buybacks flushing the system with artificial liquidity, constant jawboning by dovish central bankers and permanent promises of […]