Archive for June 2022

Liquidity vs. Oil

Today’s CPI number was even worse than the number crunchers expected. So how does one react? First, I don’t do anything quickly, have to look at all the numbers / relationships. So here at 10:50 AM CDT is my take…Continue Reading →

Oil Top…

The indicator that I use to see the underlying dynamics of the oil related economy, the semi-conductor ETF SMH versus the Oil ETF OIL is showing signs of flipping at 10:30 AM CDT today.

No One Knows..

No one know what’s next.. 3.5 % interest rates are not the end of the world, historically it is as close to normal that one can find. Multiple supply shocks do exist, but two things can help, build it at…Continue Reading →