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2020 Vision – NorthmanTrader

Sven Henrich via Northman Trader 2019 was the great masking. 2020 will be all about the great unmasking and control. In 2019 central banks once again succeeded in masking all the underlying problems in the economy, the underlying structural problems of debt, deflation and demographics, and the slowing of global growth and offering the pretense...

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The Charade – NorthmanTrader

Sven Henrich via Northman Trader Recently an annual ritual took place. Wall Street analysts setting year end price targets for the S&P 500 for the new year. Don’t act surprised but these latest price targets are higher for 2020. Why is it not a surprise? Because Wall Street always projects higher price targets. No matter...

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Risk – NorthmanTrader

Sven Henrich via Northman Trader 2020 is off to the same start as 2019 ended: Trade optimism, liquidity injections and rising markets. I’ll offer a more in depth analysis in the days to come, but wanted to highlight corrective risk (what’s that?) in some charts, specifically in the yearly charts. Now that a new year...

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MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss: Knowledge doubling curve Collection and monetization of personal data  Ephemeralization– what does it mean and what are its consequences? Rise of E-sports : is there an investment opportunity? Catalysts that will bring central...

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It’s Not Over – NorthmanTrader

Sven Henrich via Northman Trader Central banks came, saw, and saved everything again and set the global economy back on a path of reflation or so go many market narratives being sold to the public these days following the furious Q4 market rally to new highs. The bond market may have a different idea and...

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STR 250: How Making $500 Ruined His Mind

Via Clay Trader Share This Post: STR 250: How Making $500 Ruined His Mind This file is unsupported in your browser I’m aware. The title of this episode may seem like clickbait. I mean, how could making $500 be attributed to ruining someone’s mind? It would seem that making money is a good thing; however,...

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Skør strategi slår markedet over to år

Via Daytrader.dk Som aktiv trader sidder man ofte klar ved tasterne, når børsklokken ringer til åbning i New York 15:30 dansk tid. Men det er faktisk helt forkert. I hvert fald, hvis du vil følge en simpel strategi, der har slået afkastet på S&P 500 målt over de seneste to år. Her skal du nemlig...

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MSFT Correction – NorthmanTrader

Sven Henrich via Northman Trader Poor Bill Gates. He’s very much dedicated to philanthropy and giving away all his vast wealth, yet he can’t help getting richer every day and is once again the richest person in the world gaining over $22B in personal wealth in just 2019. Not bad for a retired guy. I guess...

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AAPL Correction

Sven Henrich via Northman Trader In our new risk free market, party like it’s 1999 environment with imbalances running wild and S&P 500 price targets being raised almost daily it may be silly to speak of any corrective activity to come in stocks. After all the Fed looks to continue printing until June. Yet extreme...

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MacroVoices #199 Art Berman: Crude Oil Special

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss: IEA’s forecast of oil glut in 2020 Perspectives on Mark Gordon’s thesis – age of peak oil to age of abundance Unaccounted for oil CoT chart – pick up in open interest, what does that mean?...

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STR 249: Back to $0. What Would I Do?

Via Clay Trader Share This Post: STR 249: Back to $0. What Would I Do? This file is unsupported in your browser If I lost it all and had $0 to my name and needed to start all over… what would I do? There is a huge opportunity out there right now that could make...

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Imbalance II

Sven Henrich via Northman Trader Oh the irony. It was exactly a year ago today, December 23, 2018, when I made the case for a technical bullish reconnect of markets that had overshot to the downside. Back then in Imbalance I said, among other things, this: “As of now we have massive imbalances to the...

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MacroVoices #198 Jim Bianco: Deep dive into fixed income

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss: Views on Zoltan Pozsar’s theory of repo dislocation Perspective on the Fed Is QE4 imminent? Negative yielding sovereign debt – what’s next? Perspectives on the next economic downturn What is on the horizon for the bond market  ...

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Party like it’s 1999

Sven Henrich via Northman Trader Has the Fed been forced into the type of asset price inflation that actually will be the cause of the next recession? And may that recession be unavoidable despite everybody now ringing the all clear on recession risk? Perhaps the ultimate contrarian question to ask, but I assure you it’s...

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185 · The reckless abandon of WallStreetBets—where brazen risk-taking runs rampant w/ Jaime Rogozinski

Via Chat with Traders 185 · The reckless abandon of WallStreetBets—where brazen risk-taking runs rampant w/ Jaime Rogozinski Aaron Fifield December 17, 2019 Podcast Leave a Comment Jaime Rogozinski, a serial entrepreneur who resides in Mexico, is the man responsible for bringing WallStreetBets to life—the infamous and wildly popular subreddit, which proudly boasts the tagline,...

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Derfor kan Bitcoin ramme 55.000 USD i 2020

Via Daytrader.dk I maj 2020 indtræffer en skelsættende begivenhed inden for kryptovaluta-verdenen. Produktionen af nye bitcoin bliver halveret, sådan at der ikke længere bliver produceret 1800 bitcoin om dagen, men derimod kun 900. Du kan handle bitcoins og andre kryptovalutaer hos eToro Se mere her Solide og efterprøvede matematiske modeller viser, at prisen på bitcoin...

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System Failure

Sven Henrich via Northman Trader Rarely has failure been celebrated so much. But it is of little wonder after all, as all asset classes rose in 2019 in spite of slowing growth and flat to declining earnings. In religious debates the question is often asked: Why is there something instead of nothing? In financial markets...

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Skat – bitcoin og anden kryptovaluta

Via Daytrader.dk Den skattemæssige behandling af kryptovaluta adskiller sig en del fra de mere velkendte investeringstyper på markedet. For privatpersoner kan de nuværende regler i princippet resultere i alt fra 0% til højeste marginalskat på i gennemsnit ca. 53%, alt efter hvordan man investerer i kryptovaluta, samt hvad man har til hensigt at benytte sin...

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Forstå skat for tradere på 5 minutter

Via Daytrader.dk Handler du aktier eller finansielle kontrakter såsom CFD, spread betting og andet? Så er det værd at bruge 5 minutter på at forstå de overordnede regler ved at læse denne skatteartikel. Ønsker du et samlet billede af skattereglerne på området, er du dog nødt til at afsætte mere tid. Det er ingen hemmelighed, at de...