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 Story03/28/2017 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 Story03/27/2017 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 Story03/26/2017 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 Story03/23/2017 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 Story03/22/2017 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 Story03/21/2017 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 Story03/20/2017 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
Over the years, investors have seen how exciting opportunities in innovation have matured into solid investments. Advances in AI, Big Data, Clean Technology and Health Care have all led ... Event Info