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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June 7, 2018
Posturing From the Position of Power

         Last Friday the U.S. Labor Debt. reported the economy added 223k jobs in May, which was higher than the forecast amount of 190k. The...

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