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 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...

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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 17, 2018
Are Interest Rates Driving the Stock Market?

Last week we saw the technology laden NASDAQ market drop over 10% from its prior week high, hitting 6906 down from a high of 7728 a week earlier....

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October 4, 2018
The Bond Market Will Be The Bear That Crushes The Equity Market

This last week was full of reports of wide spread over valuations across the gamut of both global equity markets as well as global bond markets,...

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September 27, 2018
Fed Raises Rates in Highly Anticipated Move

The FOMC decided to raise rates another 25bp to a high mark range of 2.25%. We applaud the continued move; however, we feel that we could be doing...

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