Ignoring Tailwinds
The US 10-year rates futures had rallied for six consecutive days while Growth and Momentum stocks lagged. Wednesday was a marked change, with...
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Gold's Big Breakout - Us$2,000 and Beyond
Last month, I wrote how the last time government bond yields rose above 4%, it brought down the UK government. It happened again, and five banks,...
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Scary: Oil market business conditions are worsening fast - due to policy mistakes
Oil businesses fear lower prices and a shortage of workers The quarterly Dallas FED Energy survey showed some pretty interesting result.
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Goldman Sachs jumps back into the supercycle boat // Trafigura CFO sees more Volatility ahead
Goldman Sachs jumps back into the supercycle boat Goldman Sachs expects a commodities supercycle driven by China and the capital flight from energy...
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Our Oil Price Analysis // FED is Willing to Break the Market
Despite Bonneville Power Administration's (BPA) renewable output slipping 12% in Q4, it remained the footprint with the most renewable market share...
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