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The Day of Reckoning

Sven Henrich via Northman Trader Well, they’ve done it again. By “they” I of course mean the US Federal Reverse and all the other central banks combined. Synchronized global easing it is called and the once again giant inflows of artificial liquidity are dominating the price action in markets irrespective what’s going on with earnings...

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Megadeath

Sven Henrich via Northman Trader Reports of the demise of the Megaphone may be greatly exaggerated. Last week $SPX exceeded the upper trend line of the Megaphone pattern and calls of the pattern’s death have been plentiful since then. But is the pattern truly invalidated? Since the summer I’ve state clearly: For bulls to convince...

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Something Smells

Sven Henrich via Northman Trader New highs every day or so now. Investors are chasing the new highs, the president celebrates on twitter almost every day. Things are great. Melt-up talk is the rage. Hate to be the seemingly lone voice of caution here, but something smells. Look, I get narratives are changing all the...

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MacroVoices #192 Keith McCullough : Inflation Accelerating

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss: Q4 2019 Macro themes–What is next?  Inflation or stagflation – is time to own gold? What is next for the Chinese economy? Outlook on US dollar Equity markets – FOMO vs. deteriorating earnings expectations Perspective on the market melt up Labor share...

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Melt-Up

Sven Henrich via Northman Trader Lots of chatter about a coming melt-up coming in stocks. And why not? If fundamentals or earnings growth no longer matter and markets are drowning again in artificial central bank liquidity may as well forego any valuation or fundamental discussion. Yet as we speak markets are getting to key historical...

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Verdens bedste analytiker: 3 aktier du bør eje

Via Daytrader.dk Hver dag udsender verdens finanshuse hundredvis af købs- og salgsanbefalinger på aktier, men ofte rammer de ikke plet. Det gør til gengæld Richard Davis fra virksomheden Canaccord Genuity, der er håndterer investeringer fra verdens ultra-rige. Forskellige analyse-sites placerer således Richard Davis som en af verdens absolut bedste analytikere med en hitrate på over...

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STR 242: Let It Come To You

Via Clay Trader Share This Post: STR 242: Let It Come To You This file is unsupported in your browser It’s time to roll our sleeves up and get down and dirty with  the challenges that trading can present. I welcome back long time member and friend, Ben (for those of you in the community,...

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BreakOut Fake-Out?

Sven Henrich via Northman Trader The Fed cut rates, the ECB officially launched QE, and a parade of administration officials touted progress on the ever elusive China trade deal for the 100th time and voila: Markets breaking out to new highs. But is the breakout a fake out? Let’s explore some uncomfortable facts, charts and...

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Launch Failure

Sven Henrich via Northman Trader Well, I hope it was all worth it. What was? The Fed whoring itself out to market pressure once again of course. Throwing in that totally unnecessary 3rd rate cut. But they have to keep appeasing the beast they have created. “Hawkish rate cut” was the initial take by many news...

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Creating Money Out Of Thin Air

Via Nell Sloane at Capital Trading Group The FOMC decision on Wednesday will be the highlight moment for this week’s trade. The market is pricing in a 98% confidence level garden variety, non-transitory, certainly not QE 25bp cut in the Fed Funds rate to a band of 1.50% to 1.75%. Mind you, dear intelligent reader,...

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182: An eight year overnight success story; three years later w/ Nico, @InefficientMrkt

Via Chat with Traders 182: An eight year overnight success story; three years later w/ Nico, @InefficientMrkt Aaron Fifield October 29, 2019 Podcast Leave a Comment Nico, who goes by @InefficientMrkt on Twitter, is an intraday equities trader. His area of expertise lies in low float, micro cap stocks, near-exclusively playing the short side of...

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S&P500: Pas endnu engang på falske brud

Via Daytrader.dk Af Peter Arendt, minagro.dk, professionel trader og tradingmentorSiden årsskiftet fra 2017 til 2018 har nervøsiteten på aktiemarkedet været total. Det fremgår med alt tydelighed, hvis vi kigger på det ledende amerikanske aktie-index, S&P500. Forud for årsskiftet til 2018, lå næsten 9 års konstant optur på aktiemarkedet. En optur der blev skudt i gang...

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Magic Show

Sven Henrich via Northman Trader It’s that time again, the magic levitation show, but this one is a peculiar one. I talked a bit about it in Zombieland, but the continuation on the same path this week ahead of the Fed meeting is actually getting quite embarrassing as all pretense that markets are anything but...

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STR 241: A Trader Focused on “, YET”

Via Clay Trader Share This Post: STR 241: A Trader Focused on “, YET” This file is unsupported in your browser A positive attitude can take you far in life (and trading) and that’s what we really get to see here. My guest, Homer (fellow member from the community who goes by alias “homercon”) opens...

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Zombieland

Sven Henrich via Northman Trader Bulls taking victory laps, bears crying, new highs on Friday in some sectors and charts settling the US stock market near a historically high 145% market cap to GDP.What’s it mean? Nothing as of yet from my perch. It’s what happens next week and following the Fed’s 3rd rate cut...

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MacroVoices #190 Diego Parrilla: They’ll change the rules to bail out the system

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. Erik and Diego discuss: Contrarian investment thesis – the energy world is flat vs. the anti-bubbles Concept of Anti-Bubble Monetary Policies without limits, what’s next? Term premia, credit risk, equity risk and liquidity premia Limits of negative rates...

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Intervention

Sven Henrich via Northman Trader The Fed has gone into full intervention mode. Not only into full intervention mode, but accelerated intervention mode. Not just a little “mid cycle adjustment” but full bore daily interventions to the tune of dozens of billions of dollars every single day. What’s the crisis? After all we live in...