complete intelligence

Small Business and Consumption; Is Europe Hollowing Out?; Upstream O&G Deals, Mining

Fed July rate cut?; Natgas falling; Tech, bonds & VIX

Ongoing Sector Rotation; ENERGY: HES-CVX, COP-MRO, XOM-Calpers

Party on?; What stops the commodity bull?; China-Russia

US real estate; Yen surge, tech, bonds, VIX; Energy earnings

Dovish(ish) Fed; Will China drown the world in exports?; Hedge funds dump energy stocks, buy oil

Oil & the Long Bond – Triggering Bonds & Rallying Equities

Equities & gold markets; CPI & secular change; Trading Fed rate cuts; Japan, BOJ & JPY carry trade

US domestic & geopolitics; The Fed & the managed economy; Market dysfunction

Fed Cuts Panic; China’s Nuclear Power Ambitions; America’s Debt Problem

Gold and China’s Gold numbers; Stock picker’s market; Oil markets & US elections

What are corp bonds & CDS saying about equities; Super(boring) Tuesday; Dump the US gasoline reserve

Economic Divergence (Haves/Have Nots); Geopolitical Risk: Mexico, India, China; Gold, Silver, Crude

Did the Fed turn tech rally into everything rally?; Guyana’s new oil & IEA letter; Biden-Trump tie

12 Genuine Signs of Intelligence You Can't Fake

The Stock Market. Gone! | Record Oil Demand & Growing Gas Supply | China, US & Geopolitics

Unemployment and Market Disarray; Will Biden Run?; Crude Oil Flows

The 17 year cycle in US markets; Does the Fed have a backbone?; How low can Natgas go?

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