Latest Insights on COLD
Traders Ignored the Fed Chairman’s Warning December 13, 2018 U.S. Economy Traders were right that Fed Chairman Jerome Powell's recent speech was important. But buying stocks was the wrong reaction.
Hedge Funds Are Bullish on Natural Gas This Winter December 7, 2018 Soft Commodities The price of natural gas has swung wildly in the past several weeks. But hedge funds remain bullish. They hit a record long on natural gas in November.
The Energy Sector to Watch in 2019 (It’s Not Oil) December 3, 2018 Commodities We have rising demand for energy and rising prices. That’s great for producers. However, that benefit hasn’t materialized for producers’ stocks yet. The Federal Reserve Cooled off the Markets November 30, 2018 U.S. Economy Where do we go from here? From my perch, it looks like the markets have already priced in the Federal Reserve’s work, at least in the short term.
The AI Arms Race Begins Now October 20, 2018 Technology A new government report warns of the imminent economic and military dangers — not if — the U.S. falls behind China and Russia in the AI arms race.





