Category Wednesday

Good morning. Investors sometime take a very binary approach to stocks.  They’re either all-in on a position, or they’re in cash or a different trade.  Rather than buy all at once, however, astute traders know when to average in.  As…

Good morning. The narrative of the past few months has been that rising inflation rates are transitory, a fancy central-banker’s word for temporary in nature.  Well, if it’s temporary, it’s not over yet. The June numbers crept higher than the…

Good morning. For a few weeks, a number of traders have quietly been pushing the idea that oil could once again trade as high as $100 per barrel, a price last seen around 2014.  Late in that year, members of…

Good morning. China announced it was unleashing its strategic reserves of some commodities.  That help broke a strong uptrend for many goods such as iron ore.  In the US, strong production and a slowing demand for houses has helped curb…

Good morning. History may not repeat itself, but it does rhyme.  In 1994, the economy was showing rapid growth and signs of higher inflation.  Back then, the Fed was willing to quickly raise interest rates.  Now, with similar signs of…

Good morning. Michael Burry is a fund manager best known for going against the housing market in the runup to the meltdown.  Today, Burry sees inflation as the biggest threat to the economy.  And with prior stimulus measures boosting the…

Good morning. At the start of the year, traders were worried about Treasury yields.  As the 10-year hit the 1.5 percent mark, stocks started to sell off, and still looked shaky as yields trended even higher. Now, Treasury yields are…