Investment Strategy & Research

Macro - Cyclical & Secular Trends - Fundamentals - Technicals - Market Structure

Recent Posts
US Oil Production Will Disappoint Again In 2025
US Oil Production Will Disappoint Again In 2025
The Calm Before The Storm
The Calm Before The Storm
Inflation May Become A Problem For Asset Markets Again In 2025
Inflation May Become A Problem For Asset Markets Again In 2025
US Economic Resilience Should Continue, But Cracks Are Forming
US Economic Resilience Should Continue, But Cracks Are Forming
Demand Is Holding Back Oil Prices
Demand Is Holding Back Oil Prices
Why You Should Buy The Dip
Why You Should Buy The Dip
Once Again, It Is Time To Sell Bonds
Once Again, It Is Time To Sell Bonds
The Wall Of Liquidity Is Coming
The Wall Of Liquidity Is Coming
Buying Opportunity For Energy Bulls
Buying Opportunity For Energy Bulls
The Outlook For The Stock Market Is Bullish
The Outlook For The Stock Market Is Bullish
Featured Posts
Inflation Is Down, But Not Out
Inflation Is Down, But Not Out
Growth Outlook Improving, But Worst Is Yet To Come
Growth Outlook Improving, But Worst Is Yet To Come
Beware The Credit Cycle
Beware The Credit Cycle
The Case For Secular Inflation
The Case For Secular Inflation
Headwinds Remain For Energy Markets
Headwinds Remain For Energy Markets
The Tail Is Wagging The Stock Market Dog
The Tail Is Wagging The Stock Market Dog
The Consequences of Passive Investing
The Consequences of Passive Investing