CI Newsletter

Brent Johnson of Santiago Capital tweets, “If you believe additional QE is on the way, you are secretly a deflationist. And if you believe in the taper, you are secretly in the inflation camp.” What does he mean by that? Also discussed in this QuickHit episode:   What are the considerations around inflation this time? […]

China expert Chris Balding joins us to discuss “What China is thinking right now?”   Key points:   What is the state of the Chinese economy? Are they really doing well in the wake Covid? How real is the deleveraging process that many China analysts have discussed over the past year? Are supply chains recovering? […]

We’ve head a number of companies are saying that current quarter results may stumble a bit after the recent run of strong earnings. At the same time, we’re seeing both the Michigan Consumer Sentiment Index and the NY Manufacturing surveys slip. It’s all a bit worrying. What’s really happening and how long will this last? […]

This is a special edition QuickHit Cage Match with returning guest Albert Marko and – joining us for the very first time – Andreas Steno Larsen.   Will the Fed taper this year? If yes, when, how, and why? If no, why not? Also discussed are the housing market, China GDP, and corporate earnings.   Andreas […]

Geopolitics experts Albert Marko and Nick Glinsman are back on QuickHit for a discussion on the Federal Reserve, the ECB, and central banks. What are they thinking right now, why are they thinking it and what will they likely do?     In this second part, Nick and Albert discussed   The housing and rental […]

Newsletter 155 Assets Covered: CME COMEX Copper, ICE Brent Crude Oil   Risk has been in focus with the specter of the Delta Variant looming (see the CDC data below). Nearly everyone is trying to figure out the extent of impact on public health, economies, supply chains and individual companies. Will economies be shuttered again? […]

Newsletter 154 This week’s newsletter is co-authored by Tony Nash and Dr Clint Laurent   Although mid-summer volatility is a tempting topic, we’ve taken a break from this week’s market drama to be a bit more thoughtful about longer term trends. Covid has drawn our attention for the last 18 months, but it is temporary. […]

Issue 153 Assets Covered: KC HRW Wheat Futures (KW1), CBOT Corn Futures (C1)   Sign up to CI Newsletter to get this in your email as soon as it’s out.     Agriculture commodities have been on fire this quarter. Corn, wheat, soybeans, and coffee futures have all risen dramatically and they appear to be […]

Issue 152 Assets Covered: ICE Brent Crude Oil Futures, NYMEX WTI Crude Oil Futures   Sign up to CI Newsletter to get this in your email as soon as it’s out.   Crude markets are a long way from last year’s lows. April 20, 2020 was the day that WTI hit -$37 in the US. […]

Issue 151 Assets Covered: Gold, Coil Steel     In case you haven’t heard, inflation is a thing again. Lumber, copper and nearly every agriculture commodity have all ripped higher this year. Good times for farmers and miners.    Everyone is aware of Friedman’s comment that “Inflation is always and everywhere a monetary phenomenon in […]