paid Crude Oil • 3 min read 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…
public Crude Oil • 2 min read 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…
paid Inflation • 2 min read There's Always Something To Worry About The stock and bond markets are marking time. They might continue to do so during the first half of this…
public Geopolitics • 3 min read Is Everybody (Too) Happy? Everybody in the stock market (at least everybody with long positions, which includes most investors) has been happy since the…
paid Market Call • 2 min read Market Call: Monitoring Geopolitical Risk In the Middle East The Santa Claus rally is about to be tested again by the prospects of a regional war in the Middle…
paid Market Call • 2 min read Market Call: Latest Mideast War Raises Geopolitical Risks Hamas launched a coordinated surprise attack on Israel today. The timing suggests that Iran's mullahs instigated their surrogates…