Mike’s Comment

04/10/2022 7:39 AM

Some mistakes are worse than others - and then there are shortsighted/unrealistic green energy policies that have sent energy prices sky high - and we made things worse by nixing the one approach that could have saved...

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Trading Desk Notes For April 2, 2022

04/04/2022 10:13 AM

The Fed is finally ready to roll After much hesitation, the Fed is signalling that it will raise interest rates aggressively over the next several months. Here’s what the market expects from the Fed (h/t to The Macrotourist): The Chicago Mercantile Exchange futures...

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Mike’s Comment

04/03/2022 12:07 PM

Lack of accountability of the political class guarantees more bad decisions of the magnitude that produced a 40 year high in inflation, record energy prices and the most dangerous geopolitical situation in a...

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