Stock Market
Coronavirus S.O.S. Volume 8: Trump’s $1,000 Just Aint Enough
https://www.youtube.com/watch?v=PIfNB6nPk2c In today's episode, we talk about the new $800 billion U.S. stimulus. Is it enough to put a floor…
Why the Stock Market Rally Has Resumed and What to Expect
Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could…
“Risk On” Market Remains the Base Case but There is One Big Risk
Strategist Christopher Wood writes about the risk-on market being the base case and the biggest risk to the market.
FANG Faces the Existential Threat of Disruption and Regulation
The recent breakdown of the S&P500 has revived the base case triggered by the ‘short vol’ unwind in February. That…
Weak Chinese Stock Market Driven by Domestic Deleveraging not Trade War
This year the Chinese stock market has been very weak with the Shanghai Composite Index declining by 15% year-to-date, and…
The Strong US Dollar, Buyback Frenzy and Increased Savings
Given Donald Trump’s recent criticism of Federal Reserve policy of late, Fed chairman Jerome Powell made a politically astute speech…