Over the past few months on Wall Street, firm after firm has issued analyses that point to the new dawn of commodities in 2018 and beyond. At the risk of sounding cliché, we agree. In fact, since May of 2017…. … More Who’s Afraid of Volatility? Commodities to Shine in 2018
2017 was the year of Bitcoin (and Trump). One can hardly turn left without hearing about them. While fundamentally I believe in block chain technology and bitcoin’s long term viability… … More Seven Years In, Bitcoin is As Confusing As Ever
Since hitting bottom at $42 in June, there had been some signs of life for crude (WTI) as prices crept back up to above $50 with little fanfare. Is this the end of the tunnel for the 3-year oil slump? … More Oil Bull Awakens? Ten Things To Watch
In this white paper, we explore the state-of-the-art, the threats and opportunities presented by AI. … More White Paper – Artificial Intelligence and Trading
Recent rout in oil has been hogging the headlines. Our prognosis on oil’s downtrend in May has played out with conviction so far in June. Now we turn to the outlook of oil’s poor cousin, natural gas…. … More The Never Ending Recovery of Natural Gas
Recent headlines featuring the epic battle between OPEC and shale are the stuff of great movies. With the conclusion of the latest OPEC meeting and Memorial Day summer driving season kickoff, it is time to take the pulse of the crude oil market. … More Oil’s Market Share War Claims Another Victim
We wrote about the possible scenarios of the Trump administration back in January. Now we will look at how they played out.
Back when the markets responded enthusiastically about the new alignment in the White House and Congress, there was an underlying optimism that Trump would behave differently as president than a candidate on the trail… … More Trump Trade Unravels
Long before the election upset of 2016, economists in the U.S. were lamenting the decreasing effectiveness of monetary stimulus and clamoring for the fiscal kind. No longer. With an acquiescent Republican Congress, the Trump administration can, realistically, effect some sweeping changes that represent fundamental shifts in the fiscal, monetary, trade, and tax regimes. … More A Survey of Macro Landscape in 2017
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