Commentary

Market Summary: April 11, 2021

Apr 12, 2021

Petroleum prices soften this week as the reality of pending increases in OPEC+ output coupled with increases in production from members not bound to the agreement, emerging signs of a slowing economic recovery linked to stubborn remnants of the... more

Notes From Underground: The Arrogance of Janet Yellen

Apr 09, 2021

Since I last wrote, it has been a time for thought, contemplation and discussion. This week I recorded an FRA podcast with Richard Bonugli and Larry McDonald. It was the equivalent of the “Wide World of Sports” as we traveled around the world... more

The Roundtable Insight – Secular Change to Value Equities and Commodities

Apr 07, 2021

Presented by Finacial Repression Authority.

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The First Quarter Of 2021 Is In The Books: Commodities Continue To Post Gains

Apr 05, 2021

The raw material markets asset class moved higher in the first quarter of 2021 after a volatile 2020 when the pandemic caused a massive selloff early and a huge turnaround that pushed some prices to all-time or multi-year highs. The commodity... more

Market Summary: April 4, 2021

Apr 05, 2021

Petroleum prices increased in a holiday shortened week as key influences were somewhat mixed. A surge in refinery utilization to a one year high as Gasoline demand exceeds that of last year at this time now by more than 10% was an exceptionally... more

Market Summary: March 28, 2021

Mar 29, 2021

Petroleum prices ended the week mixed, settling near unchanged despite exceptional volatility with broad outright price swings throughout the week. WTI fell 0.7%, Brent gained 0.1% while RBOB gained 1.3% and ULSD lost 0.7%. Total US commercial... more

The Roundtable Insight – Judd Hirschberg Technical Analysis of the Financial Markets

Mar 26, 2021

Presented by Finacial Repression Authority.

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Market Summary: March 21, 2021

Mar 22, 2021

Petroleum prices suffered their largest weekly loss since October, falling for six consecutive trading days before recovering slightly on Friday. Driven by a significant recovery in the dollar, Thursday saw the largest single day loss in 11... more

Notes From Underground: How To Deal With Transitory Data

Mar 19, 2021

First, thank you to all  who filled in for me as I spent nine full days packing up my life in Chicago. Raising four children and being the repository for many of my loved ones “stuff” resulted in a drowning in memories as well as material... more

The Roundtable Insight - Yield Curve Control, Inflation and the Markets

Mar 19, 2021

Presented by Finacial Repression Authority.

Daniel Lacalle, PhD, economist and fund manager, is the author of the bestselling books Freedom or Equality (2020), Escape from the Central Bank Trap (2017), The Energy World Is Flat (2015), and... more