-Global high debt, aging demographics and slowing economy causing paradigm change, trade wars are merely a symptom- Illiquidity in Repo money markets signals impending banking issues - Debt bubble rather than Equity Bubble - Private Equity’s WeWork Valuation Raising Questions within Asset Class - Curtains are Exposing the Inability of Central Bankers to Manage Interest Rates … [Read more...] about Unrooting the Debt
2019 Year of the Boar
Volatility continues to contract as European and Chinese economies respond to rising rates and high leverageWar intensifies in the Middle EastCrude Markets and US Equity Markets end 2018 bearish, March Low or High? Natural Gas remains bullish supported by LNG Exports 2 … [Read more...] about 2019 Year of the Boar
Energy Markets Start Strong
Energy Market Starts Strong Political Strife to continue in 2018 Crude testing resistance at $62.58- 2015 high Natural gas ends year with 21% rally – attractive entry at $2.75 May your heart be filled with cheer, your mind be filled with joy, and your days filled with happiness. May your ventures be prosperous, your blessings be many, and … [Read more...] about Energy Markets Start Strong
Energy Markets Test Limits: US Natural Gas Rallies as Crude Oil Collapses
Crude Oil weak collapses creating a buying opportunity to buy at $45-47 Natural Gas tests $3.00 resistance as heads into injection season Government bond prices continue to collapse as global growth constrained by political uncertainty US Debt Ceiling – 3/15 Netherlands Parl. Elections – 3/15 French Pres Elections - 4/23 & 5/ 7 Iran Pres Elections - … [Read more...] about Energy Markets Test Limits: US Natural Gas Rallies as Crude Oil Collapses
OPEC Jolts Market as Liquidity Tightens
The monkey remains at work distracting us with the drama of the 2016 US elections meanwhile liquidity tightens as debt problems lurk and turmoil continues in the Middle East. The Sunday, December 4 Italian constitutional referendum has the potential to make a real impact to our financial markets by intensifying political uncertainty in Europe. While the shock of a Trump … [Read more...] about OPEC Jolts Market as Liquidity Tightens