Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
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Is The Commodities Complex Breaking Down All Over Again?
Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical...
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Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
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Too Much Going On To Be Bullish (Cont.) Noble, Stock Updates
In this part: Continued discussions with Strategists, Investors. ...Noble Scuttlebutt. Pacific Basin disaster. Oil Rebound Picks from last year....
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Too Much Going On To Be Bullish
I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities...
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