Understanding Energy Models

QUESTION: Your energy model turned negative on the daily level just before the rally in the euro. That meant the market was then oversold if I understood your explanations. Thanks for a great conference PK ANSWER: Yes, the fact that … Continue reading

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Uptick in US Manufacturing

Companies are beginning to move production to the United States to avoid tariffs. “President Trump’s economic polices are simple: if you invest in and create jobs in America, you’ll be [...]
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