Sven Henrich

Transports

Following up on The Trap which suggested recent market strength may turn into a bull trap. Last week again we saw the tiniest dip in markets instantly reverted and markets again closed […]

The Trap

Markets continue to be engaged in a very subtle battle for control. Having just witnessed another minor pullback of 5% or so here in May one can certainly argue it’s business as […]

Froth

So Powell finally used the F word: Froth. Being non specific though as one would expect and being super careful as to not overtly link monetary policies to the said froth we […]

Risk Free

I’m a very lonely voice in equity markets right now. Technically nothing has really surprised me yet, not the $VIX crush to the February gap fill, not the move toward the 4156 […]