Airlines and Jet Fuel move together…
Check out how fundamentally connected Airlines and Jet Fuel move together,signalling likely economic and travel recovery.We all crave return to normalcy… ...
Keep investing in RECOVERY: Value, Energy, Banks, Small Caps…
TIPS Breakevens yields at 2 year high signal higher inflation, and the broadening recovery. Bonds rarely lie…Keep investing in RECOVERY: Value, Energy, Banks, Small Caps… ...
See how money is flowing from safe Gold and into Value stocks.
Gold, as we know, fulfils at least 2 functions: 1) being a safety inlet; 2) being an inflation hedge; Now, as we can see, Gold is losing the “safety” money towards the “recovery theme” – represented by Global Value ...
The myth that OPEC directs the price of oil resurfaced again.
Let’s look at the setup of OPEC to undo this heresy:1. out of the top 5 largest oil producers, only one is an OPEC member – S.Arabia. The rest: US and Russia, Canada and China are not members.2. the rest is mostly made up by Emerging Markets who have their own agendas, fiscal budget shortfalls, ...
TenViz tools spot flows into European Energy Equities.
Money keeps flowing into Energy globally – see how TenViz tools spot flows into European Energy Equities. ...
Which of the 3 beaten down Value Sectors likely to perform the best in 2021?
Financials, Real Estate or Energy? Hmmm.. Financials – heavy dependency on rates, and RE.Real Estate – when and to what extent would ppl come back to working in an office, and store-shopping.Energy – depends on ppl driving/flying, yet, the oversupply imbalances are reduced dailyThoughts, my friends? ...