Don't Underestimate the Power of Stagflation
The Fed might be proven right that inflation is 'transitory,' but after how much damage? Let's get out our Econ 101 books and review.
Does the Fed Really Not Know the CPI Is at its Highest Rate Since 2008?
The real issue is that they don't know and are just hoping that "inflation is transitory".
Publicly Traded Shale Producers Are Gun-Shy, but Small Operators Aren't
The market doesn't always behave according to its historical norm but the timing of this oil rally and the extent to which it has become overbought going into the seasonal peak is something to be aware of.
Cheniere Energy Is Getting Pumped
We have new price targets for LNG.
Are We Out of the Woods Yet on Rising Lumber Costs?
The rally in lumber and PotlatchDeltic is not looking transitory, so here's how to approach the latter.
Commodities, Currencies and Confirming a Copper Miner's Charts
Is Freeport McMoRan ready to run? Here's a way to know.
Modern 'Magic' Monetary Theory Is Running Out of Gas
Is this the real inflation scare? Let's see what's ahead for energy.
Standard Lithium Could Power Its Way to New Heights
However, the lithium play is speculative, so traders would do well to recognize the risk before acting.
Even If You Don't Trade Copper, You Should Be Watching It
It isn't a coincidence that the copper market is teetering between feast or famine at the same time as the S&P 500.
To Taper or Not to Taper? All Eyes Are on the FOMC
When growth starts to slow and inflation moves higher - that's the most unfavorable set of conditions. And that's exactly the market's nervousness right now.