Fundamental Trends

So this week, I wrote the most popular article on Seeking Alpha:  An Iran War Is Coming – Buy Oil […]

My call for higher volatility soon, several months before the major volatility event in early 2018. Protection against risk is knowing what you are doing. Read with Free Library Card.

So, I’ve talked about being on vacation right now. For me that means some light work from nice places while […]

The resilience of shale oil has made it difficult for oil prices to recover, despite what is essentially a production […]

OPEC’s decision in late 2014 to ramp up oil production in an effort to kill competition was wildly successful across […]

I would have titled this article “Did President Donald Trump Just Say What I Thought I Heard Him Say,” but […]

Over the past two years, there has been essentially no “risk premium” in oil prices due to a supply glut […]

Janet Yellen didn’t convince a lot of people this week with her argument that inflation could rise and she must […]

For the past couple years, the stock market has seemed to defy gravity. And, since President Trump was elected, it […]

Back in 2012 on MarketWatch I said I thought the next bubble would be in talking about bubbles. I’ve been […]