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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.

  • Leverage and Divergences Getting Red Hot

    Published 20 February 2006 | viewed 6,736 times

    Dear Subscribers, I have just gone through Barton Biggs' new book "Hedge Hogging" and it is a book that I highly recommend for individual investors…

  • Divergences Everywhere!

    Published 15 February 2006 | viewed 7,871 times

    Dear Subscribers, As I am writing this in relatively balmy Houston, the second most powerful snow blizzard is in the midst of pounding New England…

  • Small Caps Are a "Sell"

    Published 07 February 2006 | viewed 5,690 times

    Dear Subscribers, I know, it is the Super Bowl today. But since many of our subscribers are from overseas and may not be interested in…

  • Will Small Cap Out-performance Continue?

    Published 30 January 2006 | viewed 7,152 times

    Dear Subscribers, Here is an interesting fact: It is generally well-known that if Wal-Mart was a sovereign country, it would be the 8th largest trading…

  • DJIA Timing System Short at 10,870

    Published 24 January 2006 | viewed 7,573 times

    Dear Subscribers, Readers who have followed our discussions (and our last Thursday morning's commentary) should notice that we have discussed Intel's business on and off…

  • Getting Back to the Basics in 2006

    Published 17 January 2006 | viewed 6,175 times

    Dear Subscribers, Now that Guidant has accepted Johnson & Johnson's acquisition offer of $24.2 billion, is it time to take a hard look at Boston…

  • Identifying Risks in the Upcoming Year

    Published 10 January 2006 | viewed 8,030 times

    Dear Subscribers, Welcome to my first official commentary for 2006 and I hope every one of you had a great New Year's. I would like…

  • Have Currency Investors Gone Loonie?

    Published 20 December 2005 | viewed 10,241 times

    Below is an extract from a "subscriber's only" commentary originally posted at marketthoughts.com on 18th December 2005. Dear Subscribers, We switched from a 25% short…

  • Market Overbought But Not Out

    Published 13 December 2005 | viewed 7,294 times

    Below is an extract from a "subscriber's only" commentary originally posted at marketthoughts.com on 11th December 2005. Dear Subscribers, We switched from a 25% short…

  • Global Liquidity Warning

    Published 06 December 2005 | viewed 7,955 times

    Below is an extract from a "subscriber's only" commentary originally posted at marketthoughts.com on 4th December 2005. Dear Subscribers, New Book Review: Following the success…

  • A Review of MarketThoughts

    Published 28 November 2005 | viewed 5,738 times

    Below is an extract from a "subscriber's only" commentary originally posted at marketthoughts.com on 27th November 2005. Dear Subscribers, We switched from a 25% short…

  • Copper in the Midst of Topping Out

    Published 23 November 2005 | viewed 4,771 times

    Below is an extract from a "subscriber's only" commentary originally posted at marketthoughts.com on 20th November 2005. Dear Subscribers, We switched from a 25% short…

  • The Most Vulnerable Sector

    Published 15 November 2005 | viewed 6,794 times

    Below is an extract from a "subscriber's only" commentary originally posted at marketthoughts.com on 13th November 2005. Dear Subscribers, We switched from a 25% short…

  • Did the Retail Investor Just Show His Hand?

    Published 08 November 2005 | viewed 7,353 times

    Dear Subscribers, We switched from a 25% short position in our DJIA Timing System on the morning of October 21st at DJIA 10,265 - giving…

  • The Concept of Risk

    Published 31 October 2005 | viewed 6,809 times

    Below is an extract from a "subscriber's only" commentary originally posted at marketthoughts.com on 30th October 2005. We switched from a 25% short position in…

  • Our MarketThoughts "Excess M" Indicator

    Published 24 October 2005 | viewed 4,899 times

    Below is an extract from a "subscriber's only" commentary originally posted at marketthoughts.com on 23rd October 2005. Dear Subscribers, As of October 16th, our MarketThoughts.com…

  • The Mean Reversion Way of Making Money

    Published 17 October 2005 | viewed 6,467 times

    Dear Subscribers and Readers, As of October 16th, our MarketThoughts.com website has transitioned to a subscription model. Readers who are interested have a timeframe of…

  • Sell Financials and Commodities

    Published 10 October 2005 | viewed 8,002 times

    Dear Subscribers and Readers, Subscription Transition Update: Our "go live" date is now finalized at October 15th. Starting on that date, readers will be able…

  • One Indicator Is Not Enough

    Published 03 October 2005 | viewed 8,559 times

    Dear Subscribers and Readers, Before we begin this commentary, I want to make a very important announcement with regards to our transition to a subscription…

  • Copper Prices - Too Overbought

    Published 19 September 2005 | viewed 6,601 times

    Dear Subscribers and Readers, We switched from a neutral position to a 25% short position in our DJIA Timing System on the morning of July…