Uncertainty
Buy All The Things
Crystal Ball
Time to Get Real: Part III
In this third part of our 3 part series (see Part I: Central Banks & Part II: Fundamentals) I’ll be discussing the technical picture and my emphasis will be on longer term […]
Time to Get Real: Part II
In Part I of this series I discussed central banks and their policy actions in context of macro trends including secular growth stagnation, demographics, and technology and highlighted why the math doesn’t work. […]
Unplugging
I’d like to take a moment and express my appreciation and gratitude to all your well wishes. I literally received almost a thousand messages and I feel bad for not having been able […]
Feeding the Monster
Nifty Fifty
We have arrived. The moment of truth. If you have followed my writings you know I’ve been talking about the January gap fill and major MA reconnects to come for quite some time. No […]
The Good, The Bad and The Ugly
Nice rally off the lows in the past week just in time for OPEX. Yes the OPEX game is back in full swing and brought back hope amongst signs of bullish capitulation […]
2016 Technical Outlook
If there was one key trading lesson to draw from 2015 it is this: Ignore the noise and focus on the technicals. Hence in today’s article I’m outlining what I’m seeing from a technical […]
The Big Bad Bear Case
My aim with this article is to outline, with facts, large global structural issues that I believe everyone, bulls and bears alike, should be fully aware of. While some of this discussion […]
