December 19, 2018
Signs of Things to Come

As we noted in last weeks letter, the equity markets looked locked and loaded to test their crucial supports and they did just that. The SP500...

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November 23, 2018
Unintended Consequences of Monetary Easing

This is going to be a quick note with some charts due to the Thanksgiving holiday week. We continue to see bounces being sold into in terms of the...

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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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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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