Latest Insights on SPR
Market Volatility Has Arrived Like an Unexpected Hurricane
October 12, 2018 Investing
The CBOE Volatility Index (VIX), dormant for months, jumped almost 90%. On top of the bond market mess, investors are wary of what lies ahead. Are Oil Refiners Due for a Correction?
October 12, 2018 Oil
Fresh money is flowing into crude oil and energy exchange-traded funds (ETFs). That’s encouraging for crude oil bulls. But I’m worried. Political Turmoil Creates a Tight Squeeze in Crude Oil
September 28, 2018 Global Economy, Stocks
The Wall Street Journal called me yesterday. A reporter wanted my thoughts on why the oil price “suddenly” started surging. I laughed. I couldn’t help it. You see, with all the other news stories out there about trade wars, tariffs, interest rates and the Kavanaugh hearing, the oil market was kind of forgotten in the […] The Most Overlooked Form of Diversification
September 25, 2018 Investment Opportunities
In military strategy, generals prefer to concentrate their forces. But the opposite is true in investing.
There, diversification is key. Amazon vs. Apple: The Battle of the $1 Trillion Companies
September 19, 2018 Technology
Amazon and Apple, the first U.S. $1 trillion companies, are all the rage in the financial media. But not all trillion-dollar companies are created equal.