Newsletters

S&P 500 earnings have topped. The Federal Reserve talks tough. Rising energy prices threaten a European depression. Supply-side not monetary solutions are needed.   Following

Tellurian’s Driftwood LNG project financing is imminent. Tellurian’s integrated model is more lucrative than tolling. LNG is a leading transition fuel and critical to Europe. Full Notice To Proceed is as important as FID. If successful, Tellurian could provide exceptional returns. Company Profile and Opportunity Tellurian Inc. (TELL) is an integrated LNG (Liquid Natural Gas) producer. TELL owns, develops, and produces its own natural

The market’s decline rests with how severely earnings decline. Massive Federal Reserve Accommodation has led to multiple asset bubbles. Inflation will be tenacious due to

Stocks, bonds, and 60/40 had terrible first half. No surprise. The market has potentially 50% more downside, but that is not the worst case. Reflationary

The investment environment has radically shifted to a commodity driven inflationary super cycle. Inflation has not been this severe in 40 years. Regrettably, commodity shortages,

With inflation hitting 40-year highs, interest rates are rising rapidly toward normal historical levels. With accelerating urgency, the Federal Reserve, the U.S. central bank, is

Inflation is wrecking the financial boom which commenced in 1981. Both stocks and bonds have been consistent winners since the 10-year US Treasury yielded 15.6%

Today’s record inflation unequivocally shows that we have entered a new inflation cycle. With the Russian invasion of Ukraine, inflation risks will increase further due

The US market uptrend broke this past January and signaled a market top that could lead to a 45% decline in the S&P 500 over

The execution of the Fed’s reversal of its accommodating policy will dictate stock and bond market’s performance in 2022. In 2022, the “TINA” trade or

The 60/40 model is broken. Inflation is rising rapidly, and the Fed is scrambling. Inflation and Fed taper end 40 year bond bull market. Fed’s

  Decelerating tech momentum, slowing economic growth, declining consumer confidence, inflation, political rancor and flagging mental health are creating a socio-economic malaise that will undermine