Tag Archives: manufacturing

Low oil prices – great for China

China’s imported over 10 million barrels of oil daily in 2019 according to the Energy Information Administration.  Ten million barrels PER DAY, every day of the year or 3.65 BILLION barrels per year. So a $20 drop in WTI oil … Continue reading

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Does divergence of stocks and commodities tell us anything at all?

I read a blurb from Business Insider – entitled One Of The Biggest Arguments Of Fed Haters Is Getting Obliterated Before Our Eyes – discussing the adjacent chart (published on May 15th) that still has me confused. Here is a … Continue reading

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Everyone expects a correction; they just haven’t caused one yet!

The release of data that is unexpected can be disruptive to markets as we’ve just experienced, but what causes even more volatility is the impact of surprising data releases on investor expectations.  Bear markets caused by recessions are easier to … Continue reading

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Forget oil, metals, gold – invest in U.S. industry.

I wrote in my posting dated May 17th, entitled Bond rally or feint? Bullish stocks again! the following: “The issue now is does one make decisions based on history or does it make more sense to look through the current ‘correction?’  … Continue reading

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Bond rally or feint? Bullish stocks again!

What’s changed between now and a year ago?  There’s no shortage of people that think nothing much has changed.  Greece and Portugal are still up the creek, and if anything they owe more money than before so things are worse.  This … Continue reading

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Gold & metals frenzy to bubble; US$ & Housing

 SINGAPORE, April 21 (Reuters) – Golds decade-long bull run could continue in the next four years, though at a slower pace, with positive inflation risks partially cooled by a shift towards more normal economic conditions, analysts polled by Reuters said … Continue reading

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