We’ve taken a massive WIN in recent weeks, but the markets are precarious here after blood on the street as seasonality shifts. Is there a final surge before the impending ...
Hi and welcome to this free post where we wanted to touch upon uranium and nuclear energy since it has been a trending topic for a couple of weeks now. ...
When things seem to be spiraling downwards, trades that capitalize on relative weakness often present favorable risk-to-reward opportunities. We’ve recently entered such a trade ourselves
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Have markets and REITs come to terms with higher interest rates, and should we really care? We’ve looked to see if a collapse was brewing – in the US or ...
We have recently played the energy trade from an equity perspective, but now risk/rewards favor the underlying commodities instead.
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Did you miss our Premium Q&A on Tuesday? Don’t worry – you can watch the entire session right here!
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The reliance on Muftis and Zars in the energy policy reminds us of the 1970s and 1980s. Steepeners, higher Natural Gas Prices and tighter fiscal policy will likely be the ...
The U.S government will shut down on Sunday when FY23 funding elapses with no spending bill to replace it. This is how we assess the shutdown unfolding and how it ...
With today’s release of the total Ifo data from the manufacturing sector we wanted to quickly touch upon the main data points we are looking at. We particularly note that ...
We’ve taken a massive WIN in recent weeks, but the markets are precarious here after blood on the street as seasonality shifts. Is there a final surge before the impending ...
