• 1,152 days Will The ECB Continue To Hike Rates?
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  • 1,566 days China Is Quietly Trying To Distance Itself From Russia
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  • 1,570 days Crypto Investors Won Big In 2021
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  • 1,571 days Food Prices Are Skyrocketing As Putin’s War Persists
  • 1,574 days Pentagon Resignations Illustrate Our ‘Commercial’ Defense Dilemma
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  • 1,577 days Cannabis Stocks in Holding Pattern Despite Positive Momentum
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  • 1,578 days Two ETFs That Could Hedge Against Extreme Market Volatility
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Henry To

Henry To

Contributor since: 26 Feb 2010

Biography

Henry To, CFA, is co-founder and partner of the economic advisory firm, MarketThoughts LLC, an advisor to the hedge fund Independence Partners, LP. Marketthoughts.com is a service provided by MarkertThoughts LLC, and provides a twice-a-week commentary designed to educate subscribers about the stock market and the economy beyond the headlines. This commentary usually involves focusing on the fundamentals and technicals of the current stock market, but may also include individual sector and stock analyses - as well as more general investing topics such as the Dow Theory, investing psychology, and financial history.

  • When Will the Deleveraging in the U.S. Equity Market End?

    Published 11 January 2009 | viewed 6,148 times

    (January 8, 2009) Dear Subscribers, The "deleveraging" and the "purging" of excesses and money-losing projects continue in the real economy. Some recent highlights (or should…

  • The Greatest Bank Restructuring Since Glass-Steagall

    Published 25 September 2008 | viewed 6,154 times

    September 21, 2008 New Book Reviews For those would like to learn more about Joseph Schumpeter and his economic philosophy, as well as how relevant…

  • Look for a Continuing Correction in Oil

    Published 21 August 2008 | viewed 4,103 times

    (August 17, 2008) Dear Subscribers, Let us begin our commentary by reviewing our 7 most recent signals in our DJIA Timing System: 1st signal entered:…

  • The Reflation and Releveraging of Japan

    Published 31 July 2008 | viewed 4,257 times

    July 27, 2008 Dear Subscribers, Let us begin our commentary by reviewing our 7 most recent signals in our DJIA Timing System: 1st signal entered:…

  • The Lender of Last Resort

    Published 18 July 2008 | viewed 6,008 times

    July 13, 2008 Quote of the Week: He who sells what isn't his'n; Must buy it back or go to prison. - Daniel Drew, who…

  • Whats Next for Financials?

    Published 10 July 2008 | viewed 4,624 times

    July 6, 2008 Dear Subscribers, Let us begin our commentary with a review of our 10 most recent signals in our DJIA Timing System: 1st…

  • A Dramatic Rise in Stock Market Short Interest

    Published 02 July 2008 | viewed 6,545 times

    June 29, 2008 Dear Subscribers, Let us begin our commentary with a review of our 10 most recent signals in our DJIA Timing System: 1st…

  • Oil and the Stock Market

    Published 26 June 2008 | viewed 4,236 times

    June 22, 2008 Let us begin our commentary with a review of our 9 most recent signals in our DJIA Timing System: 1st signal entered:…

  • Capitulation Among the Oil Shorts?

    Published 13 June 2008 | viewed 5,448 times

    June 8, 2008 Dear Subscribers, Let us begin our commentary with a review of our 8 most recent signals in our DJIA Timing System: 1st…

  • Our Reasons for Turning Neutral on the U.S. Stock Market

    Published 05 June 2008 | viewed 4,686 times

    Dear Subscribers, I want to begin our commentary by reiterating the purpose of the MarketThoughts.com DJIA Timing System as well as our most recent signal…

  • When Will Small Cap Turnaround Situations be a Buy?

    Published 15 May 2008 | viewed 3,430 times

    May 11, 2008 Dear Subscribers, Let us begin our commentary with a review of our 7 most recent signals in our DJIA Timing System: 1st…

  • Small Cap Value Stocks and the U.S. Dollar

    Published 08 May 2008 | viewed 5,255 times

    May 4, 2008 Dear Subscribers, Let us begin our commentary with a review of our 7 most recent signals in our DJIA Timing System: 1st…

  • Reflections and Black Swans

    Published 01 May 2008 | viewed 5,313 times

    (April 27, 2008) Dear Subscribers, Let us begin our commentary with a review of our 7 most recent signals in our DJIA Timing System: 1st…

  • MarketThoughts' Roadmap for the Next Six Months

    Published 23 April 2008 | viewed 5,527 times

    Note: The National Geographic has just done a great feature on China. The following video featuring the rise of the Chinese middle class (courtesy of…

  • The Great Deleveraging - Part II

    Published 17 April 2008 | viewed 5,575 times

    (April 13, 2008) Dear Subscribers, Before we begin our commentary, let us now review our 7 most recent signals in our DJIA Timing System: 1st…

  • The End of "Market Fundamentalism"

    Published 09 April 2008 | viewed 5,482 times

    (April 6, 2008) Dear Subscribers, Before we begin our commentary, I want to update our DJIA Timing System's performance to March 31, 2008, in addition…

  • An Instinct to Swarm

    Published 03 April 2008 | viewed 4,842 times

    (March 30, 2008) Dear Subscribers, Before we begin our commentary, let us now review our 7 most recent signals in our DJIA Timing System: 1st…

  • The Great Deleveraging

    Published 27 March 2008 | viewed 5,776 times

    (March 23, 2008) Dear Subscribers, Before we begin our commentary, let us now review our 7 most recent signals in our DJIA Timing System: 1st…

  • The Prospective Yield of Capital

    Published 21 March 2008 | viewed 4,879 times

    (March 16, 2008) Dear Subscribers, Before we begin our commentary, let us now review our 7 most recent signals in our DJIA Timing System: 1st…

  • A Seismic Shift in the Commodity Market

    Published 06 March 2008 | viewed 7,004 times

    (March 2, 2008) Dear Subscribers, I hope all of you enjoyed our review of the CFA LA Annual Forecast Dinner last Wednesday evening. While the…