Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy, financial flows, and a chronic underinvestment in supply (due to the prior low price regime, environmental policies and geopolitical headwinds) appear to be boosting energy prices. Oil and natural gas prices surged to multi-year highs and coal to record highs over…
Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...
Please click the following link to be directed to our latest YouTube video where we discuss our concluding thoughts...
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
There are a great many opinions on the market and the potential outcome/s for the debt ceiling that lay...
While Bed Bath & Beyond (BBBY ) is not in dire straits, the company’s consistent underperformance over the last couple of years...
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
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