We discuss game theory and the idea that cooperative game theory suggests here that both Iran and Russia would be better served to cut oil production as opposed to merely freezing oil production.
We delve into Equities, Bonds, Commodities and The US Dollar in this video with what could be a likely catalyst for the next risk on move higher in risk based assets.
We delve into just how clueless Silicon Valley is with regard to Politics and Money, and that false notion of making a difference in the world as primary motivation.
It appears things are coming together for an OPEC Deal in 8 days, the Oil Market is inching up, and we think it breaks out of the recent trading range next week to the upside.
We delve into the massive incompetence that is OPEC, they are so busy fighting over production numbers, when they should be focusing on Oil Prices and overall Net Oil Revenue.
Ultimately, inflation expectations, interest rates, GDP Growth, and Bond Yields all play off of just how big an Infrastructure Plan ends up being pushed through Washington.
The Wheat market has been in a trading range the last 3 months, and as we approach sub 400 once again, has anything changed in the Wheat market after a Trump election win?
