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energy

Big Picture Market Perspectives 2/15/17

  February 15, 2017, 4:30pm EST                             …

Trump’s Secretary Of State Pick Might Be Brilliant

  December 13, 2016, 4:00pm EST Last week we talked about how a visit to Trump Tower was becoming a good…

Billionaire Icahn Will Be A Big Winner In The Trump Economy

  December 8, 2016, 4:00pm EST Stocks continue to print new highs.  And many continue to doubt the rally (as…

An OPEC Cut Will Accelerate Rate Hikes

  November 28, 2016, 4:45pm EST With Thanksgiving behind us, we a few key events ahead for markets before we…

Will OPEC Surprise Markets With Another Thanksgiving Day Announcement?

  November 22, 2016, 7:30pm EST Stocks continue to new highs today.  But with the holiday approaching, the big focus…

The Clear Early Winners In The Trump Economy

  November 16, 2016, 4:00pm EST Yesterday we talked about the missing piece in the pro-growth rally in markets.  It's…

Keep It Simple: Be Long Dollars, Long Stocks

  October 5, 2016, 4:15pm EST As you might recall, since I've written this daily note starting in January, I've focused on a…

Why Fiscal Stimulus Could Be The Catalyst To Put A Top In Bonds

  September 6, 2016, 3:30pm EST As we headed into the holiday weekend, stocks were sitting near record highs, yields were…

Top Oil Trader Says Oil Is In For A ‘Violent Reversal’

  September 2, 2016, 12:00pm EST This time last month, the famed oil trader—and oil bull—Andy Hall was dealing with a…

Why SandRidge Employees Should Strike And Shareholders Should Fight

Yesterday, SandRidge Energy was yet another energy company to file for bankruptcy this year.  Many hear bankruptcy news and think of failed companies.  But…