Steno Signals #71 – A First Taste of the Recession Sell-Off?
The biggest question to ask right now is whether the pandemic altered the geopolitical and- financial playing field to an extent that will allow...
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The Energy Cable #39: A Maturing Bull Market
The oil market consensus is getting very uniform as everyone and their mother has figured out that there is an obvious supply deficit through...
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The Energy Cable #38: Time to switch exposures in Energy space?
Warren and 3Fourteen Research has been bang on with their bullish crude trade posted in July, which has returned approx. 33%
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Portfolio Watch: Any juice left in the anti-Europe bet?
Welcome to our weekly portfolio watch! In this piece, we look at the developments in our portfolio and try to assess the risk/reward in current...
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US CPI Review – 10% increase in Energy Inflation!
What a report that just dumped in our inbox. Both core and headline surprise on the upside of expectations MoM, with headline increasing from 3.2%...
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