Archive - Ralph Vince's Letter

Of course we are going into a recession. Just as we mentioned late last year that rate hikes were on the verge of occurring, we’ve been quite certain a…

Apr 2

Thursday, December 9, 2021 Published irregularly, as conditions dictate. CPI is tomorrow, the consensus is we will go from 6.2% YoY to 6.8-9%. A number…

Dec 9, 2021

Despite the past two days, little in the underlying data has changed. Even today, we still had over 4% new lows, and the daily range of the S&P, 20-day…

Mar 16

10% or more on any day this week

Feb 22

First on that CPI print Thursday. Inflation appears to be nowhere near going away any time soon. Here is the S&P (black), full CPI (blue), and the NY…

Feb 12

I've never seen markets looking sicker than they do right now. Especially with what's going on in credit and breadth. I think we're going down to about…

Mar 13

No reason to believe in a interim bottom is in

Feb 23

Outlook for 2022

Jan 3

But it is still a bear market

Feb 26

The monstrous drop I and others have been expecting may be delayed yet-again

May 1

Im as surprised as anyone, but here we go

May 14

No doubt, the viciousness of this (bear market) rally has caught me by surprise. I’m not going to sugarcoat or make excuses - I was wrong! Upward…

Mar 22

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