Ye who enter here, abandon all hope
Hi friends, The headline might be a bit over the top, but it quite so
March 6, 2023
Hi friends,Navigating global markets in the last few weeks has been an interesting affair, to say the least. After the April tariff crash, popular large-cap indices across the globe have recovered back to or near old price Highs made back Feb/March, staging a mind-bending power rally rivaling 2023 Nov/Dec and
Hello friends,A lot has happened since my last market profile, and just like that one, this new one will be brief. Markets have first slid and then gapped-down in a moment where a need for de-risking met a market not at all priced for downside risk, followed by a violent and staggering
Hello friends,A few weeks have passed since my last report, but not terribly much has happened. Since about mid-March, a short-term bottom has manifested and US indices have been rallying, though feebly and without conviction. Take a peak at the volume profile of some of the popular averages (SPX, Nasdaq Comp),
Hello friends, Let's start this report with the usual high-altitude overview. US equities have, as a group, been stuck in a choppy sideways trading area. Here, as also seen in the recent past, indices driven by the glamour mega-cap blue-chips have outperformed and even slightly nicked New Highs a few
Hi friends, The headline might be a bit over the top, but it quite so
Hello friends, The rally appears to be finally faltering. I had been talking about lower
Hello friends, It looks like yields are done dipping for the moment – the 2-year
Hello friends, Over the last few weeks, the markets have rallied, most likely on a
It has been difficult, almost painful, to remain doubtful of this last 2-3 weeks of
Dear friends, Another barren week into a questionable rally, largely fed by dip-buying into damaged
The market has arrived in a somewhat dull moment, that is interrupted by temporary volatility
Hello dear friends, The market has had somewhat of a bounce of the last few
The first few days of January commonly bring along a time of purchases on hopes
