Schachter’s Eye on Energy – June 3rd
06/03/2020 11:40 AMThis week's article focuses on how inventory build in the US is being ignored, and what OPEC will do going forward. So far OPEC talks the talk but doesn't walk the walk. Each week Josef Schachter will give you his insights into global events, price forecasts and the...
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Why The Recovery Will Fall Short of Forecasts
06/03/2020 10:29 AMMarket pundits seem to have strong opinions about how fast or slow the economic recovery will be once it starts. Such clairvoyance is stunning given the uncertainty of the current GDP forecast, which is already two-thirds in the books. If the world’s leading...
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Gold price drops below $1,700 as equities rally
06/03/2020 10:19 AMGold prices fell further on Wednesday as optimism over a short-term economic recovery boosted investor demand for riskier assets, sending equities to three-month highs despite rising covid-19 tolls and ongoing protests in the US. Spot gold declined 1.9% to $1,692.93...
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The Disconnect Is Getting Wider And Wider
06/03/2020 7:02 AMWhat rioting, what 40 million unemployed, what second wave? The MSCI All Country World Index has risen for 8 days in a row, a testament to the fact that not only retail investors but global markets now view stocks as a risk free asset, assuring that the next bursting...
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Beware of Misleading Headlines
06/03/2020 6:36 AMGet ready for a big 3rd quarter turnaround but given we'll be comparing to the most dismal quarter in history, beating those numbers won't be hard but that misses the bigger...
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5 Reasons The Value Stock Rally May Run Out Of Steam
06/02/2020 11:28 AMValue stocks have outperformed growth stocks as buying volume has rotated out of the best-performing stocks of the year and into some of the laggards, but LPL Research analyst Jeffrey Buchbinder said Monday there are several reasons why value stocks’ time in the sun...
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Will America Win The Race For Nuclear Fusion?
06/02/2020 11:23 AMAn MIT spin-out company is planning to cross the commercial nuclear fusion finish line before anyone else, and big money is backing this game-changing tech that will dictate our energy future by promising unlimited zero-carbon energy--the holy grail. By 2025,...
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Which countries might implement negative interest rates next?
06/02/2020 6:36 AMThe world is currently navigating through uncharted economic waters as the coronavirus lockdown has sent many economies globally into a significant recession. Historic monetary and fiscal policy has been deployed these last few months, which seems to be far from over....
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The High Cost of Ideology
06/02/2020 6:27 AMDo you remember earlier this year when Amazon was chased out of New York by Alexandria Ocasio Cortez and friends? Those jobs and government revenue would look awfully good...
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Imagine what a “taper tantrum” might look like
06/02/2020 6:11 AMIf you think you’re a financial genius because you bought the rally on March 23rd (the bottom of the COVID crash, and incidentally, the day UK lockdown was announced), then you either arbitraged how Central Banks and Governments were going to press the MAX...
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