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The Commodities Feed: USD Supports The Complex

The Commodities Feed: USD Supports The Complex

Image Source: UnsplashEnergy – USD pushes oil higherThe oil market managed further gains yesterday. ICE Brent settled 2.12% higher on the day. Growing expectations that we will see some action taken by OPEC+ at their upcoming meeting this weekend are providing support. Speculators will not want to go into this weekend with sizeable short positions. Given […]
Price Level For The Carnivore’s Breakfast/Commute

Price Level For The Carnivore’s Breakfast/Commute

Image Source: PixabayIn one picture. Prices of bacon, eggs, coffee lower than a year ago October, and gasoline lower than a year ago week ending November 13 (all normalized to July 1983=100).Note: All series rescaled to July 1983 = 100.Every price is lower.More broadly, CPI for food at home, compared to headline CPI.Figure 1: CPI all urban (blue), […]
Current Analysis: Niterra

Current Analysis: Niterra

Image Source: UnsplashNiterra Co Ltd (NGKSY) is a producer of spark plugs for internal combustion engines in the automotive industry as well as various ceramic products and tools for technology and medical uses.Under its two brands NGK Spark Plugs and NTK Technical Ceramics, the company produces spark plugs, glow plugs, sensors, semiconductor packages, cutting tools, medical […]
Falling UK Inflation: What Are The Implications For Pension Savings?

Falling UK Inflation: What Are The Implications For Pension Savings?

Image Source: Pixabay While the fall in inflation is welcome, the impact of higher interest rates on mortgage borrowers still has some way to play out The reduction in inflation will help DB members that are drawing on their pension Pension trustees should consider their investment strategy and support members with their retirement planning UK Prime […]
One Gap To Rule Them All

One Gap To Rule Them All

Image Source: PexelsThe plunge in interest rates in recent weeks has set fire to equities. This was signaled, as I pointed out at the time, by the massive overshoot in TBT (the ultra-short on bonds fund). Please note that TBT is rapidly plunging toward an important price gap, and the closure of this gap will likely […]
Stocks And Precious Metals Charts – The Dark Silence

Stocks And Precious Metals Charts – The Dark Silence

Image Source: PixabayStocks managed to rise again in complacent holiday week trading.VIX declined.The Dollar declined.Gold and silver struggled but in the end showed only a small decline.The US markets will be closed on Thursday for the Thanksgiving holiday.They will be nominally open for a half day on Friday, with all the adults on holiday.Have a pleasant […]
Tesla, Toyota, And Subaru: If You Could Buy Only One

Tesla, Toyota, And Subaru: If You Could Buy Only One

Image Source: Pexels Sizing Up the Players If you could buy shares of only one of these great marques for capital gain, which would it be?This quandary might be easy if you are a happy Tesla automobile owner. Tesla, Inc. (TSLA) has roared ahead for years based on its early customer satisfaction. Having rented three different electric vehicle (“EV”) […]
Stocks Rally On November 20 Ahead Of The Fed Minutes And Nvidia’s Results

Stocks Rally On November 20 Ahead Of The Fed Minutes And Nvidia’s Results

Stocks managed to rally today, with the S&P 500 up almost 75 bps. With a large portion driven by the usual suspects. The rally in stocks continues as credit spreads narrow and financial conditions ease. This has allowed implied volatility to be sold and stocks to rally. The trade mechanics are similar to what we […]
Equity And Inflation Outlook

Equity And Inflation Outlook

A discussion about the market’s rally after the recent inflation data and the risk of hyperinflation, what will happen to commodities during this period, and understand the trends that are emerging in the Tech and Crypto sectors. Video Length: 00:34:58More By This Author:Recap And Action Plan: Small Caps, Beans, Oil Oil, Commodities And Small Caps Oil The […]
Zoom Beats Q3 Expectations On AI Offerings

Zoom Beats Q3 Expectations On AI Offerings

Zoom Video Communications Inc (Nasdaq: ZM) just reported market-beating results for its fiscal third quarter. Its shares are up slightly in extended hours. Zoom stock up on raised guidance Investors look content also because the management raised its guidance for fiscal 2024 as well. Zoom now forecasts $4.93 to $4.95 of adjusted per-share earnings on up […]