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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…
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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…
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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…
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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…
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Bonds, Oil, Copper, Gold & The Dollar
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
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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…
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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…
