… [Read more...] about Crude Oil Rallies Despite Weak Growth
2024 Year of the Wood Dragon
Fiery Temper Emerging as International Wars Brew Create Volatility … [Read more...] about 2024 Year of the Wood Dragon
Warning Shot Across the Bow
Expanding Global War Bullish for Oil Markets The Israeli-Hamas War Sends Warning Shot Across the Bow The second front of war has now erupted with the Hamas’ attack on Israel compounding the Ukrainian war. The expanding war brings heighted oil supply risk and more inflation. Supply chains have yet to recover from the global lockdown and are exasperated by ESG … [Read more...] about Warning Shot Across the Bow
2023 Volatility in Energy Markets Creating Opportunities
Energy commodities continue to consolidate as investors weight the recessionary fears, weaker Chinese growth, stubborn inflation and the escalating war in Ukraine. Expect volatility to increase into the fall – September. The sharp sell-off of gold with a cyclical turning point at the end of July suggests the potentially for a strong rally. Gold needs to close above highs of … [Read more...] about 2023 Volatility in Energy Markets Creating Opportunities
2023 Bank Run – The Chase Begins
Volatility abounds as the year of the rabbit brings unforeseen moves. The banking crisis has caused a strong sell-off in energy markets testing support. There are so many events unfolding: the war in Ukraine, the energy crisis, rising interest rates, the collapse of the European economy, and numerous political allegations from Trump to Biden. Bank losses from long duration … [Read more...] about 2023 Bank Run – The Chase Begins