EconMatters's blog

EconMatters's picture

Slight Production Declines Hide Bigger Oil Storage Issues





Everyone this week focused on the slight production declines that this was a sign to go long oil, but what seemed to go under the radar was another build in both Cushing and the Gulf Coast storage hubs.

 
EconMatters's picture

More Thoughts on the Current Oil Market





 Oil prices should become 'lower for longer", but the wild card would be the OPEC meeting this June... 

 
EconMatters's picture

China, Taiwan, Japan and The U.S. In the West Pacific





Things are shifting and unraveling awfully fast in the West Pacific region.  Some observations by us that may have escaped the mainstream media.

 
EconMatters's picture

GE Resorts To Financial Engineering to Boost Stock Price





GE stock is down almost 13% over the last 7 years, and this is with record shares being taken off the market.  However, Jeff Immelt thinks he has a solution for this problem after 15 years at the helm of GE. 

 
EconMatters's picture

Another 8 Million Barrels Added to Oil Storage





Forget about Rig Counts, we need to see Producer Counts go down considerably, until that happens the oil market hasn`t bottomed.

 
EconMatters's picture

Thoughts on The Current Oil Market





Our views on some of the popular oil-market related topics including Saudi, 'Fracklog', E&P Funding Crisis, Dividend Cut by XOM? and final thought on Merit of the Integrated Model

 
EconMatters's picture

The 5 Most Crowded Trades on Wall Street: Part 3





Utilities have always been attractive yield plays for conservative investors, but natural gas prices are low and margins are not that great for the industry.

 
EconMatters's picture

The 5 Most Crowded Trades on Wall Street: Part 2





The Bond bubble is not only an overcrowded trade, a bubble of historic proportions but it will cause the entire crash of the financial system.

 
EconMatters's picture

The 5 Most Crowded Trades on Wall Street: Part 1





I would say Apple is the most dangerous holding on the street right now for portfolio managers.

 
EconMatters's picture

The ECB Should End QE Next Month





I am not sure how long Mario Draghi can carry on this QE Charade, but it is quite obvious that there is nothing more to be gained from the program.

 
EconMatters's picture

Michael Lewis is Right “Spoofing” Proves Market Rigged on Daily Basis





Now this is just the tip of the iceberg when it comes to market manipulation, I thought I would just provide a concrete example of the kind of funny business that goes on every day in financial markets.

 
EconMatters's picture

Watch As All the Bond Rats Jump Ship before FOMC Meeting





Next week is all about the Fed, and the positioning or should I say De-Positioning will be taking place right up until the last minute of this all-important Fed Meeting.

 
EconMatters's picture

Rate Hikes Already Priced into the US Dollar Index





Not just one 25 basis point rate hike, taking a look at that chart, several rate hikes have already been priced into the US Dollar Index.

 
EconMatters's picture

The Real Reason the Fed Has To Raise Rates in June





Financial markets should actually be begging the Fed for a June 25 basis point rate hike, the alternative is going to hurt a lot more... 

 
EconMatters's picture

Six Days Until Bond Market Crash Begins





The Federal Reserve, and now the European Union have set the stage for the biggest collapse in bond markets that will make the sub-prime financial crisis look like a cakewalk

 
Syndicate content
Do NOT follow this link or you will be banned from the site!