Commentary

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… more

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… more

Presented by Financial Repression Authority.

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… more

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… more

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… more

Presented by Financial Repression Authority.

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,… more

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”… more

Presented by Financial Repression Authority.

Daniel Lacalle, PhD, economist and fund manager, is the author of the bestselling books Freedom or Equality (2020), Escape from… more