Feel the Cold!

Posted on: by .

The one thing the Democrats didn’t feel in IOWA was the Bern, just the cold. Here are the facts: • Iowa has 3.1m population, • 584,111 registered Democrat ACTIVE Voters • 612,112 registered Republican ACTIVE Voters • 726,819 registered Independent ACTIVE Voters • 30 Republican delegates • 44 Democrat delegates. I looked at the voting Read more…

Oil Story

Posted on: by .

Perhaps this week the market can take a rest from the volatility that circles our world. What is interesting is the market (fueled by our media) acts surprised by these volatile events, when in reality they are all fairly well known and we should have a level of probable expectations. This is what concerns me Read more…

China, FOMC, Dollar?

Posted on: by .

The Chinese market took it on the chin and was down 8.5%, the most in years. That is trickling over into the European markets and we are seeing the pre-market futures in the U.S. under pressure. Last week the US markets closed lower with no late rally. This morning will certainly be a test of Read more…

Monday Morning Quarterback

Posted on: by .

January was a disappointing month of equities. Meanwhile we saw bonds rally and the 10 year yield fall to 1.7%. Oil remains under pressure, while gold and silver saw a slight bounce. Europe kicked off their $1 trillion QE program and Switzerland returned to their time honored neutral stance by exiting the euro peg. The Read more…

The Oil Game

Posted on: by .

The market continues to face volatility and again the TV pundits are now blaming oil again. Is it oil prices fault? Not directly, as it is apparent that low oil prices are a beneifit to consumers as well as margins for businesses. However, there is a big picture risk which is the dollar and it’s Read more…

Black Friday, Oil, and Gold!

Posted on: by .

Black Friday, the biggest shopping day of the year and the day that marks when companies are now in “the black” (hence the name “Black Friday”), is fully under way. It will be interesting to see the data from sales, foot traffic, average ticket, revenue, etc. We will have to wait, but it will be Read more…

Petrodollar Battle

Posted on: by .

The currency war is heating up and now the petrodollar is coming under fire and we could be facing the catalyst in which we see a full disconnect. The fundamental fabric that holds our currencies, commodity prices, and interest rates is pulling apart by individual threads. I am not sure which thread, if pulled hard Read more…

Dollar and Oil Prices

Posted on: by .

Earnings, oil prices, strong dollar coupled with ECB and BOJ accommodation are just the economic volatility in the market. Then we have ISIS, Ebola, Ukraine, and Hong-Kong vs. China, which has not really impacted market fundamentals or global trade. Yet with all this uncertainty and potential volatility in the market, the one factor that can Read more…

Middle East

Posted on: by .

The market had a strong bounce on Friday and it looks like we could have a little follow through if the pre-market futures are any indication. While this is a bounce, expect to see some resistance at higher levels. Middle East Courtesy of wikipedia We could certainly have a debate as to whether the U.S. Read more…

No Inflation?

Posted on: by .

The ISIS militants in Iraq are capturing all the headlines this morning. The nation of Iraq and Syria are morphing into the pre-WWI region where borders were NOT drawn on a map, but rather based on tribes.  As disgusting as it maybe, it was a military dictator (Hussein) and a heavy hand that kept a Read more…

    Older Posts >>