Did the Reflation Trade Pop?
What happened to this sell-side investment bank theme we had heard so much about? Let's see.
Second-Half 2021: Market Forecasts, Thoughts and Observations
The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.
Can Natural Gas Sustain This Rally?
Before assuming being short natural gas this time of year is a no-brainer, recognize that this market has earned its nickname of being a widow-maker.
Commodity Correlations Could Work Against Stocks
Perhaps the most important intermarket relationship is the correlation between crude oil and the S&P.
China Is Selling State Reserves, So What Is It Trying to Tell Us?
China buys low and sells high when it comes to commodities, which makes its latest moves worth watching for telltale economic signs.
OPEC+ Is in the Driver's Seat and It Knows It
The oil consortium can cause prices to swing to and fro by manipulating supply, so it's worth watching its moves.
Decoding Bonds' Message, Whacked Commodities, Season of the Witch, 2 Faves Pop
Advanced Micro Devices and Nvidia score solid gains on Thursday as the tech sector enjoys a nice day.
My Advice: Ignore Washington, Fade Nasdaq and Love Commodities
I've got some ideas for stocks -- including Exxon -- that will actually help your portfolio.
Is the Housing Boom Coming to an End?
The housing boom has been about supply -- but that part of the equation might soon change.
Worried About Inflation? I've Got a 'Crude' Old Saying for You
History tends to repeat itself. And I lived through the 1970s. Let's see what's different and what's similar from then to now.