Is There a Correction Coming?

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Bloomberg is reports that holiday retail sales jumped 5.5%, the biggest gain in 5 years. Macy’s… Read more

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Yes, Dear

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Probably the worst thing that could ever happen to a good analyst or strategist is fame…. Read more

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IMF Completes Sale of $19 Billion Worth of Gold

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Yesterday, the International Monetary Fund quietly announced that it had completed the sale of over… Read more

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A Ten Year Plan for Natural Gas

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Forget for a second, my ongoing thesis which posits that easy money policy from world governments will… Read more

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Irrational Exuberance?

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The final revision for 3Q GDP came in this morning at 2.6%. That’s only… Read more

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Is It a Good Time to Buy ?

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Well, well, the euro rallied today. Is that because China came out and endorsed… Read more

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Coal Shortages Causing Power Outages in China

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As the global economy rebounds, steel prices have jumped from $129 per metric ton to a range between $200 and $225 per metric ton. The pace… Read more

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