Monthly Archives: October 2022

Follow the Dollar and 10-year Treasuries for Market Direction

Posted on October 9, 2022 by Tom

Sourced from MarketWatch This week was a great example of Dollar down/stocks-up on Monday and Tuesday with Thursday and Friday being Dollar-up/stocks down. Cannot show the correlation any clearer.

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Bottlenecks in Energy Creates Opportunity

Posted on October 9, 2022 by Tom

Oil & Gas provides 97% of the energy used by the Transportation Industry Transportation Industry uses 16% of the applications created from Oil & Gas Putting those two headline facts together, tells me we are not going to stop using … Continue reading →

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Shift to Hard Assets Starts Again

Posted on October 2, 2022 by Tom

This week we shared an interview with Jeff Currie, director of Commodities at Goldman Sachs. He is certainly talking his book when saying the trend for the foreseeable future is owning commodities. We happen to agree with him regardless. His … Continue reading →

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