Did the Fed Wait Too Long?

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COMMODITY CRUSH!!!

I was on Yahoo finance last week — I told them that the oil market is facing a perfect storm. Despite declining rig counts, U.S. production is still climbing. OPEC+? They’ve grown [...]

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On the Right Track

Lots of varied inputs hitting me in the last week, and while none of them seem overwhelming, together they describe a market that looks almost exactly as we have allocated for – and therefore has [...]

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