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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Market Talk – April 3, 2025

April 3, 2025
ASIA: The major Asian stock markets had a negative day today: • NIKKEI 225 decreased 989.94 points or -2.77% to 34,735.93 • Shanghai decreased 8.12 points or -0.24% to 3,342.01 [...]
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Uptick in US Manufacturing

April 3, 2025
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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