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Jeff Page

Joined: 20/04/21

Comments by Jeff Page
2 Unfairly Punished Stocks to Buy Now as 2023 Rally Melts Away Feb 23, 2023 2:46AM ET
I heard agriculture is going out of business. So is oil and nat gas.
10 Monster Stock Market Predictions for 2023 Jan 02, 2023 2:09AM ET
Another year of chop. PCE is the used indicator by the fed. Inflation is sticky with incomes rising. Hoping terminal rate gets to 7%.
Chart of the Day: Dollar Tests Major Support Area Ahead of New Year Jan 02, 2023 1:39AM ET
CTA's will be back, hopefully pushing DXY to $1.06 - $1.07, the Euro has been on a tear.
Oil Market Outlook 2023: Fewer Predictions, More Guidance Jan 02, 2023 1:30AM ET
Do you follow refineries and crack spreads, VLO is down and appears slowing. Natty has gone down; typical shoulder season? Qatar? As always, thank you for your work.
6 Lessons Taught by the Oil Market in 2022 Dec 23, 2022 2:04AM ET
How do I get your newsletter? Code is blurred!
6 Lessons Taught by the Oil Market in 2022 Dec 23, 2022 1:56AM ET
Thank you!
Valuation Math Suggests Difficult Markets in 2023 Dec 19, 2022 5:37AM ET
CAPE/PE10 is 27.42( Shiller fan ) which would lead me to believe in your lower end target.
This Commodity Will Sweeten Your Returns Dec 06, 2022 7:04AM ET
S&P 500: Bull Case Has 2 Problems Dec 06, 2022 6:38AM ET
I just keep my eyes on the CAPE ratio, earnings are being compressed.
Big Week Ahead for Markets Nov 28, 2022 4:09AM ET
How do I follow VVIX/VIX ratio on my own as well as SKEW? As always, thank you for your work!
Stocks Rally Despite Hawkish FOMC Minutes Nov 24, 2022 7:56AM ET
A terminal rate of 5% will not get us above PCE. I do believe there will be a pause after January also. Do you have any charts showing momentum shifts with VIX/VVIX? Thank you for your work! Happy Thanksgiving.
Risk On/Risk Off Gauge Just Flashed Red Nov 22, 2022 3:47AM ET
As always, thank you!
U.S. Federal Reserve 'Policy Pivot' May Not Be Bullish Nov 14, 2022 3:43AM ET
Shorter term, M2 is flat lining ( St Luis Fed). Earnings numbers have been coming down. CAPE ratio is at 27.42 (Ycharts) so IMO, the S&P has a further drop. GDP EX-UKRAINE lifted us +/- 2%, GDPnow had us down to +.9%. Current concern is the Mississippi River and diesel. Fresh crops aren't moving, trains and trucks use diesel.
U.S. CPI falls to 9-month low in October, bolstering rate hopes Nov 10, 2022 9:39AM ET
What would it be if it were measured in 1995 calculations?
Oil Traders Must Wait Until After U.S. Mid-Terms To See If Windfall Tax Likely Nov 04, 2022 5:21AM ET
Cap-ex is a difficult call right now. Open up capital and it may swing. Can we please just get ANWR started? If Congress unleashes ANWR, we (U.S.) become the oil super power! Jones act will starve the North east of critical heating oil. Repeal it.
Russell 2000: Money Is Made And Lost In Small Caps Oct 20, 2022 8:10AM ET
Hoping IWM resilience holds. Took my first position in SHY and hope to add more. Are you watching the short end? Thoughts? IWM, long 1 $170 C 10/28/22. Thank you!
Oil: White House Alters Strategy To Try And Avoid Spike In Prices Oct 20, 2022 7:58AM ET
While demand destruction was so close, man once again raises his noisy hand, interfering with what should be "the silent hand of the economy" (Adam Smith, Wealth of Nations) work within the economy in natural order. Had this approach been taken, including easing of EPA regulations, oil would be at $65, IMO.
U.S. Rate Hikes Approaching 'Breaking Point' Oct 19, 2022 1:23AM ET
March 2020 was full on ZIRP, dropping money from helicopters was par for the day. M2 needs a major drawdown and we will probably hit financial crisis. Prices need to come down from housing to vehicles. IMO, we're no where close.
Oil: Geopolitical And Policy Implications Of OPEC+ Cuts Traders Should Consider Oct 13, 2022 6:03AM ET
Back in Houston, we'll decide.🤣 why can't I get your newsletter? Thank you for your work!
Utilities Have Broken Trend Line Oct 07, 2022 5:09AM ET
Thank you! We're very close to selling our puts. IWM seems now to be holding up better and making it difficult to short with conviction. Q's & SPX are short as XLE is a bright spot lending support. Short Financials via FAZ calls. Thoughts on IWM?
Why Stocks May See A Post-Earnings-Season Rally Oct 07, 2022 4:57AM ET
As always, thank you for your work.
The Battle Of Supply And Demand Oct 06, 2022 8:31AM ET
Intentional. Was SPR drained to save a party in the midterms? Intentional. Chevron pumping in Venezuela? Intentional. Geopolitics, intent is always present. "There is but one thing that creates inflation" ... Milton Friedman.
S&P 500 Update: With Third Wave Complete, It's Decision Time Oct 06, 2022 2:10AM ET
Fast wave 4? It looks incomplete but, yesterday day I put on a 381 - 386 call spread. MACD is a positive. However, I'm net bearish. Expiry is 10/07/22. Cost total was $0.67 ($67.00) per contract limited @ $386. Best case, I make $433, worst case I loose only $67. Best to all.
Stocks Rally And Now It Is Getting.... Oct 05, 2022 5:16AM ET
Have you switched to EWP? Thanks for your work!