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crhyldahl
Aug 25, 20204 min read
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...
510
crhyldahl
Jul 29, 20204 min read
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...
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crhyldahl
Jul 16, 20206 min read
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...
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crhyldahl
Jul 10, 20204 min read
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...
8
crhyldahl
Jul 7, 20206 min read
Europe
We have extensively commented on the economic and political situation in the United States. However, what about other regions? All...
14
crhyldahl
Jun 23, 20204 min read
Plausibility
Plausibility We have written extensively over the past several weeks regarding the seemingly decoupling of economic reality and the state...
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crhyldahl
Jun 16, 20204 min read
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...
8
crhyldahl
Jun 10, 20203 min read
Financial Dynamics
Equity markets are being dragged north by large tech and social media companies. It is dangerously reminiscent of 1999-2001 period. But...
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crhyldahl
May 16, 20203 min read
Optimism
Optimism and the Human Spirit For several days we have been consuming data, research reports, financial news flow, economic releases...
5
crhyldahl
Apr 24, 20204 min read
Trigger?
Synthetic Valuations or the New Reality? We have written extensively about the BTFD-Fed feedback loop that has led to valuations that...
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crhyldahl
Apr 22, 20205 min read
Gall
Oil Despite Trump’s supposed diplomatic skills, the US Energy sector is imploding. Short sellers cornered the market to a point where oil...
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crhyldahl
Apr 13, 20208 min read
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...
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crhyldahl
Apr 10, 20205 min read
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...
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crhyldahl
Apr 1, 20204 min read
BTFD or WTF?
The capital markets have reacted to recent legislation with enthusiasm. The injection of government resources has created an...
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crhyldahl
Mar 25, 20204 min read
Reality Check
Reality Check and Common Sense The big news this morning is that the Senate has passed the long-awaited stimulus legislation. In...
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crhyldahl
Mar 23, 20204 min read
Stimulus or Survival
Stimulus or Survival I read this morning that Congress is debating whether to include alternative energy tax credits or emission...
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crhyldahl
Mar 21, 20203 min read
The Problem
The Problem We spent most of the weekend in isolation. When we did venture out the roads were empty. Notwithstanding the incessant...
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crhyldahl
Mar 19, 20204 min read
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...
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crhyldahl
Mar 15, 20205 min read
Calm Down
The Leadership Vacuum It seems that elected leaders worldwide are trying to outdo one another by imposing variations of Martial Law....
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crhyldahl
Oct 2, 20193 min read
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...
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