Call me Old School, but I like this paired trade
Let me toss out the idea, and then we can take it apart and take a look at the pieces …
Category Archives: International
Pondering the Global Macro World Today.
Pondering Some of the Global Markets When I look at the capital markets in the United States, and for that …
Brent > LNG > WTI > NG
Or said differently: when Brent flies, and WTI dies. The energy industry has the appearance that it is about to …
The Next European Phoenix Stirs
The European disintegration dance took on a new look, as Merry ole England used its veto this week to making …
An End Game in Europe is Arriving
However, it will be born in the US and caused by risk managers in NYC or Chicago or even Charlotte, …
The Euro Grease in Greece
The strategy of using the Irish Central Bank to provide emergency equity injections via electronic printing for its under capitalized …
The Great German Retreat Commences
In the last hundred years, Germany has found itself marching back and forth over Europe a few times. Either military …
The Italian Conundrum
The signing of the US debt ceiling by the POTUS, moved the spotlight from the US to the reality of …
Stressing the Stress Test
The Euro Stress Tests have been announced and there is again very little shocking new news. 8 of the 90 …
Sysco declares force majeure, raises grocery prices
Food inflation driven by freezing weather in Florida during December and in Mexico during February, is hitting the US supermarkets …
