Chinese Exports to EU and U.S.

Chinese Exports to EU and U.S. The impact on Chinese exports to the U.S. could be much worse than 2008. Image: Gavekal, Macrobond

Bear Market “Head Fake” Rallies

Bear Market “Head Fake” Rallies Since 1937, eleven bear markets experienced a “head fake” rally, when the real economic pain began in the United States. Image: CNBC

S&P 500 and Insider Buy vs. Sell Ratio

S&P 500 and Insider Buy vs. Sell Ratio Insider buying is at its highest level in nine years, as executives are confident their businesses will recover. Image: CNBC

S&P 500 Index vs. Earnings per Share (EPS)

S&P 500 Index vs. Earnings per Share (EPS) Currently, the S&P 500 Index prices in a 15% decline in EPS. A decline of 33% from 2019 seems more appropriate, according to Goldman Sachs. Image: Jeroen…