There is clearly the potential for more of a technical rally in stock markets with the bogey month of October having now concluded. The S&P500 has risen... Read More»
There are all kinds of concerns currently percolating in world financial markets, such as a US-China trade war. But what really blows up markets, because it unw... Read More»
The recent breakdown of the S&P500 has revived the base case triggered by the ‘short vol’ unwind in February. That is that the S&P500 has reached a peak... Read More»
It remains obvious that events of late have continued not to move in the direction of the base case here, namely that Donald Trump will, sooner or later, tu... Read More»
There have recently been some dramatic moves in America’s bond market where the US Treasury bond market broke through a 37-year trend line on the upside in ... Read More»
The news flow over the past few weeks has not supported hopes that there is a better chance of a trade deal with China than currently envisaged by markets. ... Read More»
This year the Chinese stock market has been very weak with the Shanghai Composite Index declining by 15% year-to-date, and by 20% at the bottom last month (... Read More»
With the tenth anniversary of the Lehman bankruptcy just passed, one theme of this writer’s message to investors of late has been that politics has now beco... Read More»
A land grab is now emerging in the area of cannabis investing as legalization momentum gathers pace, resulting in the opportunity for corporates to invest i... Read More»
Chris is internationally renowned for his weekly institutional research newsletter GREED & fear. He has correctly identified all major global financial bubbles over the last 3 decades (US sub-prime crisis, Nasdaq technology bubble, Asian financial crisis, and the Japanese financial meltdown). He’s also the author of three highly acclaimed books: Boom and Bust, The Bubble Economy, and The End of Japan Inc. Since May 2019, Chris has been Global Head of Equity Strategy at Jefferies.
