Make or break?
There are so many narratives currently, so it is hard to observe and follow them all. The global macro picture…
There are so many narratives currently, so it is hard…
Go with dividends
What is in common for a trade war, global politic tensions, worlds economy slowdown, and Trump’s tweets? If we ad…
What is in common for a trade war, global politic…
Break down – not so fast
What a week, all this volatility, and the SPX closed practically unchanged on the week. Earlier this week we wrote…
What a week, all this volatility, and the SPX closed…
Banks, banks, banks
Everybody talks about the imploding yields scenario these days. The move lower in yields is simply amazing. Inflation is gone,…
Everybody talks about the imploding yields scenario these days. The…
Reversals?
The past week has been crazy, and the moves continue to be crazy. Investors are thrown between hope, greed and…
The past week has been crazy, and the moves continue…
Gold at 6y high- where is the limit?
Since last year Gold is up more than 22%, that is a massive move from $1269 to the current price…
Since last year Gold is up more than 22%, that…
The financial sector
The financial sector is well known as the lifeblood of an economy. Financials have dominated the markets over the past…
The financial sector is well known as the lifeblood of…
Charts that can suggest selling metals
Metals have received much attention in recent days due to factors such as the Fed announcement, the Brexit, trade war,…
Metals have received much attention in recent days due to…
Panic?
We have had some rather hectic times since the Fed meeting yesterday. Equities have crashed, yields imploded further, and volatilities…
We have had some rather hectic times since the Fed…
The Fed cuts- Further easing is likely?
President Trump has been highly critical of Fed rate hikes over the past year, and has been “pushing” them for…
President Trump has been highly critical of Fed rate hikes…
Hedge Fed?
We have the big Fed event coming up shortly. Having much view on the Fed cut itself we leave to…
We have the big Fed event coming up shortly. Having…
GBP Collapsing
The UK Brexit mess continues as Boris Johnson’s new government intensifies the Brexit rhetoric. The GBP is breaking to new…
The UK Brexit mess continues as Boris Johnson’s new government…