Unfavorable Environment. hasn’t stopped Exploration & Production from tapping markets – Deal value in ’16 – highest since ’95 SOURCE: FT
Global Oil Glut set to worsen after Nigeria and Libya’s fields restart SOURCE: 09-14-16 Bloomberg Oil Glut Set to Worsen as Nigeria and Libya Fields Restart
LATEST MATA GOLD CHARTS SEPTEMBER 2016 MATA
GOLD:SILVER RATIO – July MATA Silver Has Been the Better Alternative During the Recent Gold & Silver Breakouts Since we identified this expectation in March 2016
The Chart of Doom: When Private Credit Stops Expanding… February 5, 2016 Once private credit rolls over in China and the U.S., the global recession will start its rapid slide down the Seneca Cliff. Few question the importance of private credit in the global economy. When households and businesses are borrowing to expand production and […]
CHANGING INSTITUTIONAL FLOWS Complacency is finally and inevitably beginning to shift to nervousness! Institutional Fund Managers are beginning to see something that actually bothers them. It certainly isn’t overvaluations and many of the market internals we have been talking about for some time. It is something that the big players must always keep an eye […]
ZeroHedge Despite ending the month with a whimper, after Fed vice-chairman’s hawkish words spooked the market on Friday afternoon, February was the best month for equities in over three years – since October of 2011 – driven by a 7% Nasdaq surge on the back of a gigantic move higher in Apple. And yet, as […]
FALLING FLOWS Houston, Liquidity is Slowing Faster than We Planned! GLOBAL LIQUIDITY US – 13 WEEK ROC When liquidity goes negative and actually starts to contract the markets will react badly. On a 13 week ROC basis we are very close to this happening. The EU must make their QE work quickly to help eleviate this […]
