Please find links to some of the commentaries made as part your author’s role as investment strategy adviser to Phenix Consulting & Asset Management over the course of 2018. ‘Market Movers’ provide updates on developments in and projections for commodity markets themselves while ‘Primary Concerns’ presents the L/S fund’s monthly results:-
Tag Archives: natgas
China, Commodities, Credit, Cycles, Equities, Fixed Income, Gold, Macro, Money, Oil, USA
Latest Edition
Please click the link for my latest thoughts, including a look at equity margin debt, the broad symmetry between today’s richest-ever & the 1980s’ cheapest bonds, the new natgas bulls, China, and gold. 17-05-29 M4 No 2