crhyldahl
Rock and a Hard Place
Advisors are watching this market in disbelief and wonder how to properly balance the risk and return tradeoff of this market without...
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crhyldahl
- Jul 29, 2020
- 4 min
Price Fixing
We have been criticizing monetary policy for well over a decade now. Many of our concerns can be found in our other commentary. This...
14 views
crhyldahl
- Jul 16, 2020
- 6 min
What's next?
I received a newsletter this morning from a self-proclaimed contrarian value investment firm. The gist of the piece was that the US...
8 views
crhyldahl
- Jul 10, 2020
- 4 min
Credit & Fixed Income Markets
Spreads High yield and lower quality investment grade spreads have contracted precipitously over the past few weeks as a result of the...
4 views
crhyldahl
- Jul 7, 2020
- 6 min
Europe
We have extensively commented on the economic and political situation in the United States. However, what about other regions? All...
5 views
crhyldahl
- Jun 23, 2020
- 4 min
Plausibility
Plausibility We have written extensively over the past several weeks regarding the seemingly decoupling of economic reality and the state...
7 views
crhyldahl
- Jun 16, 2020
- 4 min
Spreads and the Fed
Spreads The Federal Reserve continues to insert itself in the capital markets. Now they are buying fixed income exchange traded funds...
6 views
crhyldahl
- Jun 10, 2020
- 3 min
Financial Dynamics
Equity markets are being dragged north by large tech and social media companies. It is dangerously reminiscent of 1999-2001 period. But...
4 views
crhyldahl
- May 16, 2020
- 3 min
Optimism
Optimism and the Human Spirit For several days we have been consuming data, research reports, financial news flow, economic releases...
3 views
crhyldahl
- Apr 24, 2020
- 4 min
Trigger?
Synthetic Valuations or the New Reality? We have written extensively about the BTFD-Fed feedback loop that has led to valuations that...
5 views
crhyldahl
- Apr 22, 2020
- 5 min
Gall
Oil Despite Trump’s supposed diplomatic skills, the US Energy sector is imploding. Short sellers cornered the market to a point where oil...
5 views
crhyldahl
- Apr 13, 2020
- 8 min
Random Thoughts
This commentary is a collection of thoughts without an intended theme. I just feel the need to put my ideas into a document and share...
4 views
crhyldahl
- Apr 10, 2020
- 5 min
Corona Craze
The Global Corona Craze Self-isolation lockups are now the new normal. It is amazing how much has changed in a few weeks. Brexit is no...
7 views
crhyldahl
- Apr 1, 2020
- 4 min
BTFD or WTF?
The capital markets have reacted to recent legislation with enthusiasm. The injection of government resources has created an...
10 views
crhyldahl
- Mar 25, 2020
- 4 min
Reality Check
Reality Check and Common Sense The big news this morning is that the Senate has passed the long-awaited stimulus legislation. In...
4 views
crhyldahl
- Mar 23, 2020
- 4 min
Stimulus or Survival
Stimulus or Survival I read this morning that Congress is debating whether to include alternative energy tax credits or emission...
5 views
crhyldahl
- Mar 21, 2020
- 3 min
The Problem
The Problem We spent most of the weekend in isolation. When we did venture out the roads were empty. Notwithstanding the incessant...
7 views
crhyldahl
- Mar 19, 2020
- 4 min
General Thoughts
Random Thoughts from an Observer The world continues to battle COVID-19 and the solutions are not up to the task, particularly in the...
10 views
crhyldahl
- Mar 15, 2020
- 5 min
Calm Down
The Leadership Vacuum It seems that elected leaders worldwide are trying to outdo one another by imposing variations of Martial Law....
5 views
crhyldahl
- Oct 2, 2019
- 3 min
Oct 2019 Commentary
October 2019 Commentary History does seem to repeat itself. Impeachment is all the rage in Washington. The Middle East is once again...
9 views
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