Blogs

The Roundtable Insight – Russell Napier and Yra Harris on Financial Repression and the Age of Debt

Aug 13, 2021

Russell Napier and Yra Harris on Financial Repression and the Age of Debt.

Russell Napier is author of the Solid Ground Investment Report and co-founder of the investment research portal ERIC. He has written macroeconomic strategy... more

Notes From Underground: Bye Bye, Jerome Powell

Yra Harris
Aug 09, 2021

Early last week Senator Elizabeth Warren made her case against Chair Jerome Powell. In a Financial Times article, the senator blasted Powell for his light regulatory touch while praising the efforts of Governor Lael Brainard. Yet many believe... more

Market Summary: August 8, 2021

Thomas Finlon
Aug 09, 2021

The likely growing impact on demand from a serious resurgence of the delta variant of COVID-19 propelled petroleum prices to their largest weekly drop since the week of October 2nd , 2019. Reinstituted restrictions particularly in China, the... more

Divergence 3

Helmut Mueller
Aug 06, 2021

A long time ago, I wrote two articles about divergence for our CQG blog that are probably still worth reading. Especially in the second article, I was using peaks on the indicators to measure price behavior on these points. I.e. if the indicator... more

Notes From Underground: The Fed As G-30 Proxy?

Yra Harris
Aug 04, 2021

Last week’s FOMC meeting went as expected but the press conference actually provided some solid questions as the media put some pressure on Chair Jerome Powell. NPR actually received an answer to what TRANSITORY means to the Fed chair: Prices... more

Market Summary: August 1, 2021

Thomas Finlon
Aug 02, 2021

Petroleum prices gained for a second week in four and ended July positive for a fourth consecutive month. Easing concerns regarding the delta variant of the COVID-19 virus, an ongoing and accurate perception of an expanding global supply deficit... more

Notes From Underground: Wow Unto Chair Powell

Yra Harris
Jul 28, 2021

The previous blog post about President Lagarde painting the FEDERAL RESERVE into a corner OUGHT to be revealed tomorrow as there is expected to be no change in FED policy and I believe that Chair Jerome Powell will do his best to pose as dovish... more

Notes From Underground: Trade Complications (The Power of the Nation-State)

Yra Harris
Jul 28, 2021

That headline is courtesy of Whitewave Trading, an interactive chat room in which high-powered analysis for traders generates some great trades and uses NOTES FROM UNDERGROUND to add a fundamental view. Monday’s Whitwave has this advice: “When... more

Is December 2021 Corn Poised for a Breakout?

Richard Weissman
Jul 26, 2021

Since the May 7th high at $6.38/bu., CME Group December 2021 Corn futures have been trading in a sideways albeit large trading range with the $6.10-$6.38 area as resistance and $5.00-$5.15 area as support (See Figure 1 below).

Recent ADX... more

Market Summary: July 25, 2021

Thomas Finlon
Jul 26, 2021

Petroleum prices gained for the first week in three despite opening the week with a 7.5% drop on Monday. The severe drop was due in large part to ongoing concerns of the delta variant of COVID-19 that has been resurgent in a number of countries... more