Sven Henrich

SELL

How to assess risk in a risk free world? Stocks are relentlessly bid up like taped bananas on a wall with charts taking on banana like shapes: Inverted, pointing relentlessly north. “Melt-up […]

Trapped

What? You thought a 850+ point drop in the $DJIA would result in a down week? No Sir. The unholy alliance has struck again. Massive jawboning by multiple administration officials about how well […]

The Key

After weeks of rallying on low volume on virtually no 2 way price discovery and relentless volatility compression the inevitable has happened: $VIX has busted out of its latest compression phase for […]

Game Over?

What happens if you toss $97.9B in liquidity at an extended market and it sells off anyways? Maybe nothing, but maybe everything. The unholy alliance surely has succeeded in elevating asset prices […]

Unholy Alliance

Some things can’t be proven, but they can be observed. Correlation is not necessarily causation, but when the evidence keeps mounting so does credulity. And the cumulative evidence increasingly points to an […]