Andy Krieger's Thoughts on the Market

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Andy Krieger

Andy Krieger

7 March 2023 - Thoughts on the Market

7 March 2023 - Thoughts on the Market

A month ago, I told my readers that we were embarking on a period of significant U.S. dollar strength. Since then, the dollar has strengthened against all major currencies, with the dollar posting its largest gains against the Australian dollar (the “Aussie”). The Aussie has depreciated by over 5%

7 February 2023 - Thoughts on the Market

7 February 2023 - Thoughts on the Market

Today I am going to provide a brief update. In my last write-up, I pointed out the nearly overwhelming challenges facing the equity markets right now. The January jobs report reinforced my negative outlookon equities, as the Fed will have a brutal challenge to navigate a truly soft landing in

30 January 2023 - Thoughts on the Market

30 January 2023 - Thoughts on the Market

This year the stock markets have started off with an explosive rally, with the Nasdaq, last year’s laggard, up almost 12% as of Friday’s close. To some extent, this rally has been led by short-covering, with a number of tech stocks staging astonishing recoveries. Tesla, one of my

2 December 2022 - Thoughts on the Market

2 December 2022 - Thoughts on the Market

For the past forty years investors have been trained to buy dips in the equity markets. Whenever bad news arose and the economy started to sputter, the Fed would come to the rescue, supplying ample liquidity to the banks to keep the U.S. economic machine running relatively smoothly. Stock