Category Archives: Speculator

Oil Has Bottomed

Category: Newsletter, Oil, Speculator, Stock Market | No Comments

While a renewed intractable Trade War with China and a US recession would ruin our call for an important bottom in Oil prices in the $40’s, we feel the extreme pessimism among Money Managers in December regarding Texas Tea will provide support for Oil. The implication of this perspective is…

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Consumer Buckles but Unbowed

Category: Newsletter, Speculator, US Economy | No Comments

 Personal consumption is 70% of the US economy. While much of this is Government controlled (Medicare), untethered to actual consumer choices, it’s a large enough number that many focus upon consumer health and sentiment for clues to economic trends. After reaching a euphoric 18 year high a few months ago, confidence…

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