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…
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
Let’s not blow things out of proportion, as the first full trading week of September and month-to-date returns are...
“If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
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