Sven Henrich

2020 Vision

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 […]

The Charade

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 […]

Risk

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 […]

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 […]