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Spooky Sentiment?

Commentary: October 18, 2021 Don’t get spooked! Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors. Last week, Nicholas Jasinski reported on 2021’s findings: “America’s money managers are optimistic about the long-term...

The Forces of Rising Oil

Commentary: October 11, 2021 $200 Oil Trifecta Cold – Supply – Change Three Forces The weather, Mideast supply, climate change—these three forces could combine to give us oil costing $200 per barrel in the not-so-distant future. And the first two—weather...

September strikes again…

Commentary: October 04, 2021 If you look back over the last 20 years, September has been the worst performing month for the Standard & Poor’s 500 Index, according to Nasdaq. This year, the S&P 500 dropped 4.8 percent in September. That wasn’t enough to wipe...

It’s Not All Bullish

Commentary: September 20, 2021 In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm. Every month, Bank of America (BofA) surveys global asset managers. The most recent survey, which was conducted in early September, showed that...

Delta losing altitude?

Commentary: September 13, 2021 The Delta variant could take a toll on economic growth. There was some good news last week. The 7-day moving average of COVID-19 cases in the United States declined. The bad news was that the rate of infection remained about 99 percent...