Sentiment Strengthens, While Fundamentals Fade
Sentiment strengthens, while Fundamentals fade. 30+ charts to get you up to speed on all things Macro, Sentiment, and Valuation, and why you should...
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Between Chilean Copper Woes & Brazilian Sugar Rush
As the new season commences in April, Brazil is predicted to manufacture 40.3 million tonnes of sugar, marking the second highest yield ever recorded.
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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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