• 4 days Earnings Season Might Bring Relief to Battered Tech Sector
  • 6 days Banking Stocks Could Be Set For Another Bumper Year
  • 7 days Crypto Mining Migration Continues As Bans Line Up
  • 8 days The Meme Stock Craze Could Lose Out to Crypto
  • 11 days Banking Sector Booming As Stock Market Lags
  • 12 days Has Bitcoin Stopped Bleeding? Some Analysts Seem To Think So
  • 12 days Amazon ‘Competitor’ Charged With Crypto Fraud Scheme
  • 13 days As Competition Heats Up, Cable TV Mega-Merger Revived
  • 14 days China’s Road To Tech Independence
  • 19 days 3 Major Bearish Catalysts For The U.S. Economy In 2022
  • 21 days VR Industry Boomed During Holiday Season
  • 21 days 3 Global eCommerce Brands Have Overtaken Amazon
  • 22 days Another Banner Year for Billionaires
  • 26 days Top 3 Predictions For Bitcoin In The New Year
  • 28 days China Moves To Tighten Rules For Companies Looking To List Abroad
  • 29 days Fake Reviews Go All The Way To The Top
  • 35 days Airlines Want The Government To Ditch Emergency Testing For Covid-19
  • 36 days The Service Robot Industry Is Booming
  • 40 days The 3 Biggest Market Risks In 2022
  • 50 days DIDI Delisting Is A Worrying Sign For Investors Holding Chinese Stocks

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 4,775 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 4,923 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 2,694 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 2,985 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 4,734 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 3,397 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 5,354 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 2,956 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 3,998 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 3,345 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 2,244 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 3,933 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 4,080 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 4,379 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 4,408 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 4,271 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 3,527 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 4,425 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 3,558 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 5,643 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…