I have been among the most wary of China and its ability to change. I remain that way. But the U.S. got more than I ever thought.
Here we look at ways to get in on pullbacks within trends of these two names.
Avoid the long side of CLB.
Apparently, unless the Iranian military simply does not train on their weapons, which I do not believe, the exercise was one of saving face... for now.
Drilling is not picking up, despite the rising geopolitical tensions.
We handicap the potential impact of responses that could range from military actions by Iran and its surrogates to cyberattacks against the U.S. and its allies.
You asked for it, so here it is: This is where to put your money if the conflict with Iran gets out of control.
Until the music stops at the Fed liquidity merry go round, the oil market dynamics point to a continued rise.
We're certainly seeing day-to-day volatility early in the month, but I'll be interested to see how the longer-term picture looks at the end of the month.
Buyers of AAL are slowly becoming more aggressive.
It happened. Deal with it.
Watch for analysts and strategists to turn into armageddonists forgetting that China's the real issue.
These names are poised to benefit from both longer-term sector trends as well as near-term geopolitical tensions.
There's my take on energy and the markets after the U.S. airstrike in Iraq.
It is impossible to know what could come next, but history suggests that oil prices could surge sharply in the weeks ahead.
Yes, Iran vows to retaliate. But have you looked at the oil curve this morning?
The volume histogram shows that trading or turnover has increased since October and that is a bullish sign.
The broad but tech heavy Nasdaq is now 35% higher year to date, which is indeed impressive though certainly somewhat misleading.
The energy space is showing some attractive value opportunities.
From bonds to energy to emerging markets, an examination of what might be hot and what might not.
The oil market has been hurt by increasing supply from U.S. shale, despite Iranian and Venezuelan oil sanctions and prices propped up by OPEC+.
These 3 stocks continue benefit from the misplaced pessimism of energy sector shorts.
CVX - and XOM - have just spun their wheels the last few weeks despite strong oil.
If the currency markets come back to life it will put oil back on the trading screens of speculators.
Inflation will be a big theme for 2020 and commodities will benefit the most -- especially copper and iron-ore.
Company takes on challenges to cut risk and raise return, and now the technical picture shows it's primed for a quick $5 to $7 move over the next few weeks.
The Fed is on pause as far as targeting short term rates goes, and that is how it should be at this time.
And we could be in the middle of the perfect storm for oil markets, where prices can rise aggressively through the first quarter.
Plus, the Saudis look to press their oil agenda while Europe prints some ugly economic data.
Royal Dutch Shell offers over a 6% dividend yield and is in growth mode.