Ignorance is Bliss – Watch the Asian Giant!
Trump´s blame the Fed game continues as we await the G20 meeting to take place. While developed world seems occupied…
Trump´s blame the Fed game continues as we await the…
Apple, Time for (Short Term) Revenge?
Apple, Trump, tariffs and big tech regulation is on everybody’s mind today. We have been sceptical on Apple for some…
Apple, Trump, tariffs and big tech regulation is on everybody’s…
Could a VIX Crash Bring out a Santa Rally?
Despite all the excitement lately, S&P 500 is trading at same levels we saw back in October, May, April, March,…
Despite all the excitement lately, S&P 500 is trading at…
Visualizing the Bear Market in FAANG Stocks
What goes up, must come down. Over recent years, there hasn’t been a safer bet than big tech – specifically…
What goes up, must come down. Over recent years, there…
Emerging Markets Bonanza
A mix of; falling oil prices, a “pause” in the Fed´s rate hiking cycle and a softer USD could all…
A mix of; falling oil prices, a “pause” in the…
Fed Looking for Collapsed Inflation?
Last week we asked ourselves rhetorically: Given the continuation in oil prices, we ask ourselves when will the market start…
Last week we asked ourselves rhetorically: Given the continuation in…
China: Are the Knives out for President Xi?
The current president of China, President Xi has since he was elected president consolidated more power than any recent leader.…
The current president of China, President Xi has since he…
Amazon Advertising: Signs of Beginning of the End of Google and Facebook Dominance?
Previously we wrote about how Amazon’s (AMZN US) Ad revenues are increasing and how this could hit both Facebook (FB…
Previously we wrote about how Amazon’s (AMZN US) Ad revenues…
Italian Yields Crashing – (crowded) Equity Shorts Burning
The Italian budget saga continues early this Monday. Last week we pointed out some positive “psychology” was forming in the…
The Italian budget saga continues early this Monday. Last week…
Will Crashing Oil bring out the Powell Put?
Oil continues collapsing. The 7% move today is probably magnified due to lack of liquidity post-Thanksgiving, but nevertheless, the move…
Oil continues collapsing. The 7% move today is probably magnified…
Italian Hopes and GBP Implodes
Today should be a “dull” day with most senior investors digesting the turkey. Despite this fact, there are some early…
Today should be a “dull” day with most senior investors…
To Deal or Not to Deal
Theresa May: “The British people want this to be settled. They want a good deal that sets us on course…
Theresa May: “The British people want this to be settled.…