Comments by Jeff

Saudi pledges big oil cuts in July as OPEC+ extends deal into 2024

Jeff

Joined: 15/07/22

Comments by Jeff

S&P 500 Bulls Trapped Below 4,200: Significant Reversal on the Horizon? May 23, 2023 6:20AM ET

How do I use Gamma and Vix as a pair trade?

Debt limit meeting, China's Micron ban, Fed speak - what's moving markets May 22, 2023 6:57AM ET

You!

Raising the U.S. Debt Ceiling Is Going to Drain Liquidity May 19, 2023 4:34AM ET

Agreed! I refer to it as sea-level thinking (line of sight 23 miles) and not peering over the horizon.

G7 members should not compete against each other on renewables - von der Leyen May 19, 2023 4:07AM ET

Geniuses!

5 Natural Gas Companies Promising to Redefine the Future of Clean Energy May 19, 2023 2:15AM ET

ET is rolling out recapture technology on their pipelines. Fascinating technologies! Thank you!

Regulators seize First Republic Bank, sell assets to JPMorgan May 01, 2023 5:34AM ET

We're over banked in the US. PNC & FITB will survive this mess the Fed & Treasury put us into!

Fed's 'Not QE' Program May Fuel Next Stock Market Rally Mar 24, 2023 6:18AM ET

Problem: Mismatched maturities & banks are not required to mark to market.

Investing in Oil and Gas? Don't Ignore Companies' Environmental Polices Mar 13, 2023 5:35AM ET

How are we going to store wind energy, BP/SHEL failed miserably at producing as promised. Electricity is a use it or lose it proposition, you can't pick it up off the shelf at Kroger. There aren't enough batteries that can be produced with current minerals.

Buffett Defends Share Buybacks, but Critics Aren't Convinced: Who's Right? Mar 10, 2023 4:12PM ET

IBM is a classic study; would they be better off buying AMD?

U.S. initial jobless claims edged down again last week to 190k Mar 02, 2023 2:46PM ET

Are you sure you understand what you're reading? He's an inflation machine!

Stocks May Drop Further as Rates Rise Feb 28, 2023 11:18PM ET

Can you give an opinion on SPX 0DTE; how it's effecting the market?

As January Goes, so Goes the Year? Feb 07, 2023 1:42AM ET

I would like to see these during Fed tightening models.

'Soft Landing' Crowd One Big Step Closer to Winning the Battle Feb 07, 2023 1:32AM ET

What are households saying?

Lingering Inflationary Impulses May Call for More Fed Action Jan 27, 2023 8:07AM ET

Great job!

Canadian Oil Industry to Outgrow U.S. Peer in 2023 Jan 27, 2023 8:01AM ET

Eagle Ford/Austin chalk, is growing with an estimated 8.5B bls. See the latest # of horizontal rigs. If Kinder Morgan or Energy Transfer want to add more pipe, they will.

Bad Week of Reports Pulls Q4 Earnings Growth Rate Lower Jan 25, 2023 5:36AM ET

Thank you for your work!

Yardsticks for Stocks: Which Valuation Metric Should You Rely on? Jan 04, 2023 5:45AM ET

I do use CAPE mixed with current interest rates. ZIRP or tightening. CAPE failed once in the 70's with roller coaster interest rates yet CAPE had it's highest reading ever in December 1999 (Greenspan) and it's lowest in March 2009 (Bernanke), we know what happened. Watch the Fed.

First Time Since 1999, Wall Street Forecasts Negative Returns for Upcoming Year Dec 08, 2022 2:35AM ET

Good piece, last look CAPE ratio was 27.42 (Shiller fan) so my expectation is further downturn. Maybe they're correct this time?

What Is the Price Action in Treasuries Telling Us? Dec 07, 2022 12:53AM ET

Good piece. What would happen if Ukranian defense spending was taken out?

With S&P 500 Rally Continuing: Was That All the Pullback We Got? Dec 02, 2022 4:54AM ET

Without volume it's directionless. Volume must pick up to make a meaningful call.

How Will Oil Market Respond to Upcoming Russian Sanctions? Dec 02, 2022 4:40AM ET

Will the Arab States really cede power to Brazil and Argentina where China has a huge presence? I don't believe a cut in production is coming. The EU States may work separate contracts. Do they ever agree? Has there been any progress at EU refineries?

Markets May Be on the Wrong Side of the Fed Again Nov 25, 2022 4:26AM ET

As always, thank you for your work!

Stocks Push Higher as the VIX Continues to Melt Nov 09, 2022 2:10AM ET

As always, thank you for your work. Don't worry if your crystal ball isn't working, mine isn't either. It's all about probabilities.

1 Stock To Buy, 1 Stock To Dump This Week: Intel, Carnival Oct 03, 2022 4:01AM ET

I don't see the words "short CCL", $34B is a mountain of debt.

Stocks Have Not Capitulated Yet Oct 02, 2022 11:02PM ET

Let's wait for the forward statements. F/PE may look much different. We'll probably be plugging in a new set of #'s.

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