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Geopolitical Hot Spots
With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what…
Crude Oil
31 posts
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Larry & Ray’s Not-So Excellent Adventure in China is Over
Both Blackrock's Larry Fink and Bridgewater's Ray Dalio have been notable and vocal China bulls for…
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China Is The Source Of The Deflation Trade
Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil…
público
Geopolitical Risks Abound
The world is getting more dangerous. That doesn't seem to be having any impact on the US stock…
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2% Inflation: Are We There Yet?
On long car rides, the kids in the back seat ask their parents, “Are we there yet?” Investors have been…
público
Is Oil Price Anticipating an Imminent War Between Iran & Israel?
The war in the Middle East may be about to widen. Consider the following:
(1) The Israeli intelligence community reportedly…
público
Market Call: Bad Breadth Again
The stock market has a bad breadth problem again. For a while, it seemed to be attributable to the outperformance…
público
Bonos, petróleo, cobre, oro y dólar
Nos gusta comprobar periódicamente las correlaciones entre los mercados de renta fija, materias primas y divisas ....
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Powell Says No Stag, No Flation.
Fed Chair Jerome Powell wasn't dovish at his presser today. But he wasn't hawkish either. He…
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Tanks A Lot
The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
público
The Spreading War In The Middle East
Ever since Hamas attacked Israel on October 7, 2023, we've warned that the latest war in the Middle…
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Market Call: $100 Oil, $3000 Gold?
Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities…
