Oil (and XOP) at Huge Levels
Oil is trading up today and is very close to recent highs. We haven’t seen oil close above the 80…
Oil is trading up today and is very close to…
Buy Low Sell High – Markets Reaching Resistance Levels
S&P 500 is up almost 4% from “Trade War” lows we saw last week. Back then we pointed out in…
S&P 500 is up almost 4% from “Trade War” lows…
UK government in turmoil, what now for Brexit?
By James Knightley and James Smith, ING Groep Having agreed a plan with her government, Theresa May has been rocked…
By James Knightley and James Smith, ING Groep Having agreed…
To Brexit or not to Brexit
Hardly surprising the Brexit mess continues. Following the entire soap opera is getting more amusing by the hour. Sterling is…
Hardly surprising the Brexit mess continues. Following the entire soap…
The $1 Trillion Market Cap Race Is a Zero Sum Game
By Jim Bianco,  Bloomberg The stock market values of a few technology companies are increasing at the expense of legacy…
By Jim Bianco,  Bloomberg The stock market values of a…
Charts – Developed Market Majors Approaching Resistance
All major developed market equity indices have been bouncing for the past sessions. Below are a few snapshot charts of…
All major developed market equity indices have been bouncing for…
From Fear to Violent Bounce
Last week in our piece, China Fear is no News, we pointed out that “Getting fearful about China here is…
Last week in our piece, China Fear is no News,…
Weekend Reads
Weekend Reads. Grab a coffee, click the link and enjoy. China’s military reforms to ‘WIN A WAR’ and overtake the…
Weekend Reads. Grab a coffee, click the link and enjoy.…
Macro and Credit – Attrition warfare
By Martin T.,  Macronomics “All the business of war, and indeed all the business of life, is to endeavor to…
By Martin T.,  Macronomics “All the business of war, and…
What Happened to Equity Market Risk?
Below is a quick summary of how equity market risk has performed this week. On Monday we wrote: Is it…
Below is a quick summary of how equity market risk…
Soybeans – Ooops
Soybean contract continues the free fall move. Presented without comments…. Source: Bloomberg
Soybean contract continues the free fall move. Presented without comments….…
China Fear is No News
So, the US has fired the shot and people continue to point out how bad this is and how the…
So, the US has fired the shot and people continue…