Drivers of Crude Oil Prices

Crude oil is one of the most important and widely demanded commodity in the world.  Wars have been fought over this “black gold”, and as you can imagine there are many variables that contribute to price fluctuations.  In 2014 the energy market crashed, which led to a lag in the entire world economy.  The world […]

November Macro View

Oil Is Back, Baby The IMF predicts that global GDP will rise 3.5% y/y this year and 3.6% next year.  This continued run can partly be attributed to the oil industry showing signs of picking back up.  Analyst predictions show the top performing sectors of the market will be energy related going into 2018 and […]

October Macro View

Factor: The US 10 year treasury bond yield gap between the non-US 10 years is currently much larger than it’s 35 year average.  The difference is 65 basis points (0.65%). Prediction: Either non-US yields rise to close the gap or US yields fall. Result: If they fall in 4Q17 utilities will beat financials and vice versa.  […]

News Flash: Monday Sept 26th

Market Snapshot (as of Friday): NASDAQ and S&P both closed higher 6 of 11 S&P sectors increased Second week of gains for S&P and Dow Gold ended week down 2.1% The dollar fell against the yen with North Korea concerns and Fed rate hike expectations Bitcoin ETFs are making headway in the US while trading […]

News Flash 8/31/17: Wells you’ve done it again

Market Headlines: Stock indexes perform well after strong GDP report Chipmakers push NASDAQ to third straight up day Gas prices hit 2 year highs Dow: Up .25% NASDAQ: Up .95& S&P 500: Up .57%   Jobs:  Economists are expecting new hirings to slow down this month after an upside surprise in July.  However, if the […]

News Flash: Monday 8/21/17

Summer is almost over, and school is back in session.   Civil Rights Race issues are heating up as protests in Charlottesville Virginia become violent.  There was a standoff between the Right Wing “Alt-Right” uber conservative group, and the Antifa (anti-fascist) group of people.  An alt-right member drove his car into the Antifa protestor crowd, […]

News Flash: Tuesday 8/8/17

Currently on vacation until 8/20, but the world economy never takes a vacation!   Markets: DJIA: Down 0.15% S&P 500: Down 0.24% NASDAQ: Down 0.21% All three major indicies were down slightly today.  The market has been relatively flat on lower volume as of late, and that could be due to Wall Street being on […]