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Archives by Year:
CoT Report Analysis: What Large Specs, Noncommercials Are Buying
Following futures positions of non-commercials are as of December 5, 2023.10-year note: Currently net short 636.5k, down 48.9k.The FOMC meets next Tuesday-Wednesday. This will be the year’s last meeting. They are expected to do nothing. The last hike was in July to a range of 525 basis points to 550 basis points, up from zero […]
Rally Or Mirage? Making Sense Of The Nonsense
Welcome back to this week’s edition of Finance University.FreepikRecently, I stumbled upon an intriguing and somewhat alarming aspect of our financial markets that I felt compelled to share with you. It was about the fact that foreign central banks are such great customers of the Chicago Mercantile Exchange that they get very special high-volume discount […]
Stock Market This Week – 12/09/23
Oil prices keep falling despite attempts by OPEC+ to prop up prices.FreepikHowever, demand is down, and more supply is coming online. Lower prices mean countries need to increase oil output to keep revenue flat. In turn, low oil prices are causing gas prices to decline. It’s a fortuitous cycle because gas prices are a volatile […]
Report From The Wells Fargo Conference
SL Advisors partner Henry Hoffman spent a couple of days last week at the Wells Fargo Midstream and Utilities Symposium.UnsplashHe had the opportunity to meet with many of our portfolio companies and drew some useful insights.Below are Henry’s notes from the event. Chatter at the Conference:Throughout the one-on-one meetings, hallway conversations, and mealtime discussions, Equitrans (ETRN) […]
Crude Oil: Weekly Forecast December 10-16
As WTI Crude Oil gets set to begin trading on Monday the commodity went into the weekend near a cash price of 71.360 USD per barrel.FreepikThis price is near the lows Crude Oil touched on Wednesday of last week as the commodity struggled to attain any upwards mobility. A low last week was made on […]
Weekend Reading – 3 Things
FreepikHere are some things I think I am thinking about. 1) Another Good Labor Report.Friday’s employment report showed another solid gain in employment. The underlying data remained a bit mixed, but on the whole the job gains were broad and consistent with reasonably strong aggregate demand. Which, is great on the one hand, and not so […]
Cardano Sees Substantial Crowd Interest As Bull Run Looms
The crypto market remained sideways this weekend, and Cardano (ADA-X) is attracting attention due to its impressive price performance.FreepikThe altcoin continued its upward moves, extending its seven-day gains to over 50%.ADA 7D Chart on CoinmarketcapMeanwhile, Santiment mentioned that ADA has experienced a significant increase crowd interest. Cardano’s intensified crowd interestCryptocurrency traders have showcased amplified interest in Cardano. The alt constituted […]
Structure Matters: Active Management Has A Place
Mutual fund-to-ETF conversions are clearly gaining steam in 2023, and this is led by active funds.FreepikAssets held in ETFs that have been converted from mutual funds now total $78 billion, which is almost double the year-end tally in 2022. Around 75% of the 376 new ETFs launched since October 2023 have been active.[i] This trend is […]
Weekly Market Outlook – The Cup-And-Handle Pattern Is Complete
Thanks to some last-minute heroics, stocks eked out a sixth-straight weekly win last week. As has been the case for the past three of these weeks now, however, the rally is slowing down. And, neither of the key market indices we follow has convincingly hurdled their major technical resistance levels.FreepikTranslation: We’re not out of the […]
Has The Fed Engineered A Soft Landing? A Deep Dive On The Magnificent 7
Welcome to our weekly commentary and insight on the markets, economy and global macro inputs that have an impact on the investment landscape in the near future. We are pleased you are here. Welcome to our weekly commentary and insight on the markets, economy and global macro inputs that have an impact on the investment landscape […]
