Friday, November 12, 2021

What Goes Up Must Come Down — Including Energy Prices

The stock market rally finally suffered substantial losses Thursday as the 10-year Treasury yields continue to rise. So, do we find ourselves staring down the barrel of a broad stock market retreat or a sector rotation?

What Goes Up Must Come Down — Including Energy Prices

November 12, 2021

We've been pounding the table for over a month now that the place to make money is the Energy sector — specifically coal and natural gas — as we head toward the winter months. But how do we plan to trade slowing energy inflation?

And I know what you're thinking. "Matt, didn't you say earlier this week that inflation was historically high?"

Yes. Yes, I did. Which is precisely why we need to get ready for it to slow — what goes up, must come down right?

Get Ready for the Turnaround

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How to Take the Low-Hanging Fruit Ahead of the Holidays

November 11, 2021

By now, you all know how I like to look at the stock market and all of its moving parts. I look at everything as though it were connected — all part of one giant piece. Because, well… it is.

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