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commodities

Keep It Simple: Be Long Dollars, Long Stocks

  October 5, 2016, 4:15pm EST As you might recall, since I've written this daily note starting in January, I've focused on a…

The Case For Gold Is Weak

  October 4, 2016, 5:00pm EST Stocks continue to chop around as we head into the big jobs report this week.…

Higher Oil Should Mean A Higher Stock Market

  September 28, 2016, 4:30pm EST Oil popped over $3 from the lows of the day (as much as 7%) on…

Five Of Fed’s Eight Inflation Measures Running Above 2%

  September 19, 2016, 2:00pm EST We have two big central bank meetings this week--BOJ and the Fed. With that, as…

Why Fiscal Stimulus Could Be The Catalyst To Put A Top In Bonds

  September 6, 2016, 3:30pm EST As we headed into the holiday weekend, stocks were sitting near record highs, yields were…

Meet The Bull Market In Commodities

  June 7, 2016, 5:00pm EST Yesterday we talked about the bullish technical breakout shaping up in stocks.  Today we want to…

Stocks Are Technically Breaking Out

  June 6, 2016, 4:00pm EST We talked last week about the employment data.  It was broadly thought to be disappointing.…

Market May Be Very Wrong On Fed

  June 2, 2016, 3:25pm EST In the middle of June we have perhaps the two biggest events of the year.…

Market Still Leaning The Wrong Way On The Fed

As we've discussed over the past few months, markets can be wrong—sometimes very wrong. On that note, consider that the…

Why SandRidge Employees Should Strike And Shareholders Should Fight

Yesterday, SandRidge Energy was yet another energy company to file for bankruptcy this year.  Many hear bankruptcy news and think of failed companies.  But…