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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…
Crude Oil
22 posts
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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…
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Loose Fed Lips Sink Stocks
We are in the same camp as Federal Reserve Bank of Minneapolis President Neel Kashkari. On March 6, he said,…
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More Bumps Ahead?
Fed Chair Jerome Powell has often said that the road toward lowering inflation down to the Fed's 2.…
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'There's Still No Rush'
So said Federal Reserve Governor Christopher Waller this evening at the Economic Club of New York in a speech titled…
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Stock Market Has Discounted Lots Of Good News
Nvidia was up a measly 1% today despite the exciting presentation, after Monday's close, by CEO Jensen Huang…
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What Will Powell Say?
Fed Chair Jerome Powell might disappoint the markets on Wednesday, when he conducts his press conference to discuss the decision…
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Short-Term Caution Signs
The S&P 500 and Nasdaq 100 rose to fresh record highs today. That's great. Not so…
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Loose Houthis Can Sink Ships
Chevron CEO Michael Wirth warned yesterday in a CNBC interview that the Red Sea crisis could disrupt oil supplies and…
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Fairy Godmother Of The Bond Market
When Janet Yellen was Fed chair from 2014 to 2018, we often referred to her as the “Fairy Godmother of…
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What Does Dr Copper Say About The Global Economy?
Copper is often described as the shiny metal with a PhD in economics because it provides useful insights into global…
