Darren Winters

US dollar liquidity crisis

Posted By Darren Winters on Mar 19, 2020

Every major market-sensitive event, whether it be the 1992 Black Wednesday, the 2008 Lehman collapse 2008 and the 2020 global pandemic all have in common a US dollar liquidity crisis. See how market panics lead to a US dollar liquidity crisis. So the US dollar double top, which I correctly forecasted in February was driven by a black swan event, a global pandemic becoming a reality. When fear drives market capital flows from risk-on...

Century’s catastrophic events

Posted By Darren Winters on Mar 8, 2020

Investing during the century’s catastrophic events is challenging for even old hand investors. The greatest monetary easing financial experiment in the history of finance followed by COVID-19 has given rise to “one of those once in 100 years catastrophic events,” said hedge fund king Ray Dalio.  So now may not be a good time for bold moves, bearing in mind that the stock market takes no prisoners.  Investing during the...

Corporate longevity

Posted By Darren Winters on Feb 27, 2020

Corporate longevity is one factor in the equation that improves your odds of betting on a winner/survivor and most importantly doing it at a bargain when the bubble of bubbles bursts. Corporate survivability is not solely based on corporate longevity, technology, and changing tastes, government legislation and technology has displaced old players The digitalization of everything made Kodak, a household name obsolete.  Who would have...

Coronabubble

Posted By Darren Winters on Feb 11, 2020

Global liquidity has been ramped up, in the wake of the coronavirus, which has propelled already inflated asset prices to the bubble stratosphere, thereby giving rise to the coronabubble.  Global authorities have recently been firing distress flares. The World Health Organization February 9 dashed any hope of containing the virus, albeit in the short term. “The detection of a small number of cases may indicate more widespread...

Lesser Risk Asset

Posted By Darren Winters on Feb 1, 2020

Finding the lesser risk asset in this frothy financial landscape would be challenging under normal circumstances, but these times are anything but normal. A decade of emergency monetary policy, which entailed a head-spinning cocktail of negative, or near-zero interest rate policy and an unprecedented amount of liquidity pumped into the financial market through a program known as quantitative easing (QE) has created the bubble of...