January 31, 2019
The Real Elephant in the Room.....DEBT.
We decided to wait till the FOMC meeting to release this week’s letter so that we could capture the most important event of the week. It’s not that...
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December 31, 2018
2018 Review & Outlook 2019
Before we get into a review of the important facets of 2018, let’s look back and take a look at last years year end letter and take note of what we...
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November 15, 2018
Corporate Treasuries Have Chosen a Life That Does Not Have a Future
This week’s note will begin by reiterating our bullish theme on the Natural Gas market. We have been clamoring for weeks about both the technical and...
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