July 23, 2021
July 23, 2021
When Will Fundamentals Matter Again?
As more speculative investing is once again driving returns, Portfolio Manager Justin Tugman discusses market factors that could encourage a renewed focus on fundamentals.
July 23, 2021
How to Invest in China’s Energy Transition
July 23, 2021
Most Critical Week of the Year Yet, Next Week
U.S. benchmarks are pointing higher, finding added tailwinds from social media earnings after yesterday’s closing bell. No major sector gained more than 1% yesterday, but Energy and Financials each lost about 1%.
July 22, 2021
Using Options and Spreads to Trade Natural Gas
July 22, 2021
Market Recovery Continues
July 21, 2021
Was That A Delta Head Fake?
July 21, 2021
MLP Insights Q2 2021: Energy Sector Momentum Continues
July 21, 2021
Why Rates are Leading
E-mini S&P (September) / NQ (Sept) S&P, yesterday’s close: Settled at 4315.50, up 64.25 NQ, yesterday’s close: Settled at 14,722.75, up 182 Fundamentals: Yesterday, U.S. benchmarks snapped back from a healthy three-day slide. Can the rebound continue? Massive buying at the opening bell yesterday set the tone for a tape that had held well in … Continue reading Why Rates are Leading
July 21, 2021
What Spooked Wall Street?
July 20, 2021
Vermilion Macro Vision: U.S. Equity Strategy
July 20, 2021
Looking Ahead: A Deep Dive into Asia
July 19, 2021
A Treacherous Trade
July 19, 2021
Hedge Funds: Looking Back and Ahead
July 19, 2021
Economic Update: July 19, 2021
Inflation has now surpassed the FOMC’s 2% target, as the headline PCE price index rose +0.4% m/m and +3.9% y/y in May.
July 19, 2021
A Bit of Contrarianism in Gold
July 16, 2021
Gold: The Original Liquid Alternative
July 15, 2021
Gold Is the Ultimate Contrarian Investment Right Now
July 14, 2021
Fighting Talk
The oil price hit a six-year high on Tuesday (July 6), after discussions between the world’s biggest oil-producing nations and their allies – known as OPEC+ – heated up and broke down.
July 13, 2021
Word of the Day: “Transitory”
July 12, 2021
