Category Archives: Energy

Dead Cat or Deep Value?

Since their Lockdown lows, commodities have performed as well as any other asset, though they still remain generally depressed. Can they now continue to rise?

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Hoping for Growth. Searching for Value.

Thanks very much to my old friend, Steve Sedgwick at Squawk Box Europe for the chat this morning. We looked at Growth v Value, the US v ROW, we touched on bonds and borrowing, money supply, inflation, lockdown, commodities & gold – all in under 10 minutes!

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Trade Wars: Blue-on-Blue

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The Turn of the Tide

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The Eternal Triangle

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Once through with feeling

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Patience, Bund bears! Patience!

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