Latest Insights on HAS
Rising Oil Prices Are Creating New Opportunities September 28, 2018 Global Economy Oil is going to $100. Bank on it. I know I’ve harped on alternative energy as the way of the future numerous times in the past. That’s still true. Alternative fuel cars are still going to dominate the roadways, even electric cars — Elon Musk’s run in with the U.S. Securities and Exchange Commission won’t […]
Get Ready for a Volatility Comeback September 28, 2018 Economy, Stocks Judging from the media headlines, this is a volatile period in the stock market. We’ve all seen the news: Emerging markets are crashing! A global trade war is imminent! And rates are rising, despite President Trump’s disapproval. All of this makes for great headlines. It also comes across as vital information, driving market prices back […]
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 Yield Curve Holds the Secret to the Market’s Health September 27, 2018 Stocks On Wednesday, the Federal Reserve raised short-term interest rates by a quarter point and signaled yet another quarter-point hike before the end of the year. Notably, this is the first time the Fed funds rate — currently at 2.00% to 2.25% — has risen above the rate of inflation. The Fed’s preferred metric for inflation […]
The Emerging Market Crisis Could Topple Oil Demand September 27, 2018 Global Economy It was November 2016. My colleagues and I convened to discuss our biggest and best ideas for the various markets in the years ahead. One of my ideas was “peak demand.” I believed we could approach a point in a few years when global oil demand growth slows down. The world will not stop using […]