A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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Oil Joins 'Surprise' Resource Rally, as Japan Looks Past Abe Era…
The non-consensus end Q2 growth into value switch focused on short MSCI tech versus long 50:50 mining and energy position is now almost 6%...
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The Market Sentimentalist - The Worry List
SummaryGlobal asset markets have shrugged off rising geopolitical tensions, stretched valuations and worries that the world’s leading central banks...
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Oil: DUC Season
The EIA's latest data show that Drilled but Uncompleted (DUCs) wells in the shale sector a.k.a. the 'fracklog' continued to climb in June, hitting...
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Oil: DUC, You Sucker!
One key lead indicator of future shale oil supply that should be on all investors' radar is the US's Energy Information Administration (EIA)'s...
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