2015: The Year of the Energy Short

What a year for the energy bears! It was a wild ride between beginning and end which made it a hard year even for the bears, but those that traded disciplined were handsomely rewarded in 2015. Light, sweet crude for January traded below $35 a barrel on the New York...

IS OUR BIGGEST RISK THE FED NOT RAISING RATES?

This is not the first article on the FED, and it won’t be the last. We have equated FED talk to “beating the dead horse” since we basically have been waiting for the FOMC to officially put the nail in the coffin of the Great Recession and signal that we have...

MORE DATA, LESS CERTAINTY

We know more, yet we still know nothing! Jobs, OPEC, China, Draghi giving away more free money to the EU for at least another year and a half, a crazy low American ISM, and a pending FED hike. We talk about it all the time. The market hates surprises, and we have more...

Unicorn Hunting!

Wikipedia calls a Unicorn “A Legendary beast with a large, pointed, spiraling horn projected from its forehead.” Basically a Unicorn is the magical pony of every school girls’ daydream. Recently though Unicorns have taken on a whole new fantasy, those of investors....