Most Popular Analysis & Opinion

U.S. oil production could be flatlining at about 12.1 million bpd in 2023 Even if they manage to drill more wells, U.S. producers would likely be stuck with oil they cannot transport Conversely,...

Movements in the natural gas futures contract since the breakdown below $3 indicate a sharp reversal could start soon after the inventory announcement tomorrow.The commodity stayed under selling...

GDP data suggest the economy remains very strong However, there are signs that inflation may not go away easily This may call for more action by the Fed The latest quarterly GDP data suggest the...

As the S&P 500 (SPX) continues to move along our primary expectation, we continue to keep an eye on the $4400 target. Namely, last week, see here, as the index had just bottomed, we did not have...

Gold has missed the $1,950 target by less than $10 twice this week If Friday’s PCE Index shows a meaningful inflation drop, gold could be 3rd time lucky Dollar, bond yields need to be aligned...

Investment management can be silly, just like the title of this article. When researching potential investments, we often must choose between math and facts versus irrational human behavior. For...

The Nasdaq has led gains on Wall Street in 2023, outperforming the Dow and S&P 500 Tech growth names have come back in favor as receding inflation fears drive hopes of smaller rate hikes this...

Uncertainty over the Federal Reserve’s monetary tightening plans and persistently high inflation continue to impact investor sentiment. I remain optimistic about companies with strong...

The GDP of the United States in the fourth quarter of 2022 recorded an increase of +2.90%, the consensus was +2.60%. Growth was largely fueled by changes in inventories and public spending. New...

Before we move into a review of the last few months of market action to learn what most investors did wrong, I think it is important to begin this missive by reposting something written by Robert...

Movements by the natural gas futures since Dec. 13, 2022 indicate a steep fall from $6.871, amid messy weather announcements, remained noisy as the natural gas prices hit a new low below $3 this...

Gold Gold prices are on track to post losses this week, mainly for two reasons. Firstly, this week, we have seen strong US economic data, which indicates that the US economy is faring much better than...

Arabica hit a 3-week high after the 20-month bottom of $1.42 a lb on Jan. 11 Production in top coffee grower Brazil is overrated, say analysts Trader Volcafe says world expected to face 3rd straight...

I was going to write a technical column today about how the sensitivity of bonds (and consequently, lots of other asset prices) to interest rates increase as interest rates decline, and discuss the...

“Famous Friends” is a song recorded by American country music singers Chris Young and Kane Brown. It was released on November 20, 2020. In December 2021, it was declared by Billboard the...

Digital assets have had one of their worst years on record in 2022 with many negative events contributing to their downfall. The recent rally in Bitcoin and Ethereum is making investors wonder if...

This week won’t have Fed speakers as they enter the blackout period ahead of their February 1 rate announcement. That will leave us with a somewhat slow week, with economic data and bond...