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 4, 2025

April 4, 2025
ASIA: The major Asian stock markets had a negative day today: • NIKKEI 225 decreased 955.35 points or -2.75% to 33,780.58 • Shanghai closed • Hang Seng closed • ASX [...]
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Trump’s Tariffs are Winning

April 4, 2025
  I have said on various podcasts that a 10% tariff is really a tariff. Beyond that, it is political to force free trade. Most countries are dropping tariffs on [...]
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Tariffs are NOT Reciprocal

April 4, 2025
How did the Trump Administration come up with these tariff rates? Why would a nation like Madagascar, for example, with a small economy, be hit with a 47% tariff? Reciprocal [...]
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Eric Adams Leaves the Democratic Party

April 4, 2025
New York City Mayor Eric Adams, the man who fought tooth and nail to maintain sanctuary city status for migrants, has abandoned the Democratic Party. The Democrats have become so [...]
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