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Experts Column

3.29-The Morning Call: "It's the Economy, Stupid"! Bill Clinton.

03/29/2017 8:06 p.m.

The EIA stats today are probably more closely anticipated than at any time recently. If they are negative, then there's no investment reason to jump in on the Long side.The analysis of the Spreads betwee... Full Story

3.28-The Morning Call: What Rhymes with Trump? Teflon

03/28/2017 6:32 p.m.

Trump's failure on Obamacare rattled Markets.The Dow was already heading down. As of yesterday, it's 8 days in a row. Is this it? Number 9 coming up? Have we run out of steam? The enthusiasm is being... Full Story

3.27-The Morning Call: The Trump Trade unwinds. Watch the Bonds.

03/27/2017 5:50 p.m.

"I used to think if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody.&q... Full Story

3.24-The Morning Call: When we look back, what will we see?

03/26/2017 5:56 p.m.

We are a week away from Quarter end. We've seen significant market moves. Sentiment is improving because there's some optimism that Trump will pull off the vote today. Mnuchen is talking about a comp... Full Story

3.23-The Morning Call: And we thought it was simple.

03/23/2017 7:16 p.m.

We and others have been focused on the intersection of Fundamental, Technical and Political influences. The Heisenberg quoted Marko Kolanovic. The smartest guy on Wall Street by their reckoning. He said in e... Full Story

3.22-The Morning Call:The Art of the Deal. Let's see.

03/22/2017 7:45 p.m.

Maybe the Title should have been, "I knew it". There's been a steady barrage of opinion that we were going to have a Correction. We think that this end to the 109-day streak is ground... Full Story

3.21-The Morning Call:Oil, Politics,China and the Yield Curve.

03/21/2017 11:21 p.m.

As my Friend pointed out recently, the Hedgies have been pretty wrong. Hedgies made a record level of Long dispositions of 84mm bbls. Shorts increased by 70 mm bbls.The Longs are down to 230mm bbls. Tha... Full Story

3.20-The Morning Call:Lucky Number Seven or Not?

03/20/2017 11:38 p.m.

This week is FED week. Not last week. Seven Fed governors including Yellen will speak this week. We cannot imagine that somehow they don't collectively muddle the message. Evans of Chicago speaks to... Full Story

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