Markets & Macro Commentary
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Are Tariffs a Black Swan?
Some markets like stocks and currencies are treating the tariffs as rather binary events to be immediately bought or sold…
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Is Oil Really Dead?
What happens when the electric cars take over?
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Alternative Links: All About That Oil
U.S. crude prices surged $2.45 a barrel on Tuesday after the State Department said it is telling companies that buy…
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Alternative Links: Rising Rates
The so-called “dot plot” released Wednesday showed eight Fed policy makers expected four or more quarter-point rate increases for the…
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Alternative Links: 39.6 Million Interest Rate Contracts
A combined 39.6 million in CBOT bond and CME interest rates contracts changed hands on Tuesday, breaking the previous peak…
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Understanding Outliers
He should literally not exist in a world which is normally distributed, being that many standard deviations above the average.
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Alternative Links: Trade War To Affect Hogs and Soybean Farmers
On average, the farmers will probably see a loss of $4.34 per hog, based on futures prices as of April…
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Q1 Asset Class Scoreboard
The market went through a major move (in February) but the recovery wasn’t enough.

