March 20, 2019
Feds Last Weapon......"Empty Words"

The all-powerful FOMC meets tomorrow and will provide us with mostly conjecture as to their continued waffle of a monetary policy. It was just a...

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January 17, 2019
The Natural Course of Things is Inevitable, Not Preventable

Dead cat bounce or does the equity market have what it takes to reverse that negative bear market stigma? As we highlighted over the last few...

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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...

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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...

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October 25, 2018
It's Not What You Buy, But When You Buy It.

Its kind of amazing how at certain points in time, things happen and they tend to be a wake up call – that is if we just open our ears and listen....

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July 31, 2018
GDP Gains But FANGS Repricing

 

The big economic news for last week came out on Friday as US Q2 GDP posted a decent 4.1%, estimates were as high as 4.4% but let’s not lose...

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