Mar 30, 2023 • 9 minutes
I remain convinced that the key issue adding to profitability in the energy sector going forward is constrained supply, much of which is a decision and some of which is circumstantially forced.
Mar 29, 2023 • 12 minutes
Let’s just say that this is a situation I have to keep my eyes on even if the media seems to have moved passed it so far.
Mar 28, 2023 • 11 minutes
There are two things I think I have amply covered over the last few weeks: (1) Equity market volatility; and (2) the Bond market rally.
Mar 27, 2023 • 14 minutes
There is a lot today on Housing, which is a matter of practical significance to a lot of you, and there is a lot today on the banking mess and the Fed, which is also connected to Housing.
Mar 24, 2023 • 25 minutes
We are in a moment of “volatile Sundays” in the financial services industry. This is when market actors, policymakers, movers, and shakers have big news to announce on a Sunday in an effort to “beat markets opening”
Mar 23, 2023 • 9 minutes
Markets were up big today, gave it up and went negative in the ebb and flow of the volatility that currently defines us, and then closed up +75 points or so.
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