JHL: Amazon Anti-Trust Scrutiny Could Be The Straw To Break The Bull’s Back

James Litnsky of Chicago-based JHL Capital Group has his eye on volatility triggers. Managing nearly $1.2 billion in customer assets, Litnsky, in a July 27 letter to investors reviewed by ValueWalk, pointed to insight from JPMorgan’s Jamie Dimon regarding the US Federal Reserve unwinding its nearly $4 trillion balance sheet headlined the core causation for a “tide change.” But the “tell” to the forthcoming volatility regime might be seen in stocks such as Amazon and Facebook, which are priced beyond any apparent logic.

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JHL Capital Group: Fed balance sheet maneuvers have not worked, as "tide is going out"

Since the 2008 financial crisis, the combined balance sheets of the central bank...