Blood Bath & Beyond: Trading the Ryan Cohen carnage in BBBY: A rough week for the apes.
A Rough Week For The Apes
Riding The Natural Gas Rollercoaster: Heads You’re Up 100%; Tails You’re Down 30%
Natural Gas Climbs Back
After crashing by about 25% at the end of last month, natural gas has regained momentum this month.
CPI Print Supports Worst-Case Scenario: The Fed Raising Rates Through A Recession
The Worst of Both Worlds
Earlier this week, TD Ameritrade's lead anchor, Oliver Renick, suggested that we were likely heading for a worst-case scenario: a recession with inflation still hot enough that the Fed would be compelled to continue to raise rates during it:
Biden Makes Americans An Offer They Want To Refuse: Higher Gas Prices, Or Victory For Putin.
An Offer America Wants To Refuse
This week, President Biden asked Americans, essentially, if they'd rather have lower gas prices or let Putin win.
Friday’s CPI Print And Recent Price Action Suggest The Market Is Following A 1970’s Analog. Bullish For Oil, Bearish For Tech.
That '70s Show
In the wake of Friday's soaring CPI print and Bank of America strategist Michael Hartnett's latest note ("A Dire Outlook From Wall Street's Biggest Bear"), it's worth revisiting the '70s bear market analogue he sketched out last month, and how that has panned out so far.
Buying When There’s Blood In The Streets: The Pros And Cons. Three Examples From The Ukraine War.
Buying When There's Blood In The Streets
Another Casualty Of Our Economic War Against Russia: U.S. Treasury Bonds. How Our Bet Against Them Has Worked So Far.
Another Casualty In The Economic War
One theme of our posts since Russia invaded Ukraine is that America's economic war against Russia is hurting America. As we noted over the weekend ("Sanctions On Russia Backfire On The West"), the mainstream media has belatedly started to realize this as well.
What Happens When Your Bitcoin Miner Drops More Than 80%: In This Case, You Beat The Market By 25 Points
Levered Bets on Bitcoin Go Both Ways
Good news for an underlying commodity tends to be even better news for companies that mine it, all else equal, thanks to their inherent operational leverage. Frank Holmes explained the concept using gold miners as an example, in an article a few years back: