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Oil Shock Gets Worse – 5 Things I Am Watching Today
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on
1. It’s Beyond The Strait Now WTI crude is past $103 a barrel as I write this — with a trading range today already spanning $96 to $119. The Iran…
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Job Shock & Oil – 5 Things I Am Watching Today
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on
1. The Jobs Report: Not a Miss, a Reversal The February jobs report dropped this morning and it’s ugly. The U.S. economy shed 92,000 jobs — the forecast was a…
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$100 Oil Soon? 5 Things I Am Watching Today
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on
1. The Strait of Hormuz: 20% of Global Oil Supply Is Now a Question Mark As I write this, WTI is at $78 and Brent is at $84. The U.S.-Israel-Iran…
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War, Deals & Bonds – 5 Things I Am Watching Today?
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on
1. The Strait of Hormuz Shutdown Nobody Wants to Talk About The Strait of Hormuz is effectively closed — not because anyone physically blocked it, but because insurance has pulled…
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There’s More Happening – 5 Things I Am Watching Today
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on
1. Market Not Calibrated for Escalation Everything remains fluid, but the market is not calibrated for this escalation of war. Everyone had assumed that it would be like Venezuela, and…
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Everything Is Fluid – 5 Things I Am Watching Today
Written by
on
1. Middle East Flashpoint: War on Iran Escalates This is escalating. The U.K. and France are apparently talking about joining to “protect.” U.S. bases in Gulf countries are constantly under…
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