“Davidson” submits: Q3 2022 hedge fund letters, conferences and more mohamed_hassan / Pixabay The cryptocurrency market is opaque with many claims that have yet proven true. These claims include better than gold... Read More
We have to go back to 1984 to find SPR inventory levels this low “Davidson” submits: Total US Crude rises 0.3mil BBL(rise in working inv of 3.9mil & decline of... Read More
Any disruption at this point will lead to significantly higher prices for oil… Q3 2022 hedge fund letters, conferences and more “Davidson” submits: US Crude Production declines 0.1mil to 11.9mil BBL/Day,... Read More
This is really interesting. We “may” be starting to unwind this bubble as we speak. Rather than “sellers” of stocks or tulip bulbs or crypto, it is governments going back... Read More
“Davidson” submits: Q3 2022 hedge fund letters, conferences and more A number of advisors have reported higher than normal inventories as an additional sign of pending recession. The data does not... Read More
“Davidson” submits: Q2 2022 hedge fund letters, conferences and more Close observers recognize that markets never repeat. A prime example of a significant non-repeat is in today’s data. Four charts spell... Read More
“Davidson” submits: Q2 2022 hedge fund letters, conferences and more The discussion focused on inflation is at best muddled as to sources, cures and the proper indicators. Add to this mix,... Read More
The risk of substantially higher oil prices continues to outweigh lower ones Q2 2022 hedge fund letters, conferences and more “Davidson” submits: US Total Crude Inv declines 5.6mil( increase of 1.2mil... Read More
Given people’s outlook, a GOP wave in the midterms could lead to a big market rally Q2 2022 hedge fund letters, conferences and more StockSnap / Pixabay “Davidson” submits: There is a very... Read More
This really isn’t good….. Q2 2022 hedge fund letters, conferences and more “Davidson” submits: US Crude Prod declines 0.1mil to 12mil BBL/Day, Total Crude Inv declines 11.4mil BBL(a decline of ~3.3mil... Read More
“Boring” is almost always better long term. Q2 2022 hedge fund letters, conferences and more “Davidson” submits: The media touts the leading edge and untested ‘growth issues’ leaving little face-time for ‘value... Read More
I’m stunned the inventory numbers aren’t concerning more people. We are getting to levels where a singular event could cause major disruption to the economy via oil prices making... Read More
“Davidson” submits: Q2 2022 hedge fund letters, conferences and more Transport issues report surprisingly strong quarters with raised guidance, FDX, XPO, GXO and KNX are current suggestions. Mfg New Orders for... Read More
“Davidson” submits: Q2 2022 hedge fund letters, conferences and more The T-Bill/10yr Treas has a stellar history (since 1953) of proving to be an excellent indicator of market psychology. When T-Bill/10yr... Read More
In short, this report seems more like a zero-sum game that employment adds. Temp help stagnated which typically leads to further growth and self-employed numbers collapsed. It seems Davidson... Read More
I remember back in 2009 talking about cash balances being so high. This is definitely a positive for the market. I keep hearing there has not been any investor... Read More
We are getting to really concerning levels….another geopolitical shock in an oil-producing nation that disrupts oil production and the globe has a serious issue Q2 2022 hedge fund letters, conferences... Read More
He’s right, for the long-term holder, now is the time to add or initiate new positions. You may not catch the bottom but, as I’ve always said, “fortunes are... Read More
Inventory just keeps falling……. “Davidson” submits: Q2 2022 hedge fund letters, conferences and more Total US Crude Inv decline 10.1mil BBL(decline 4.5mil in working inventory and 6.6mil decline in SPR), US... Read More
“Davidson” submits: Q2 2022 hedge fund letters, conferences and more On average employment trend continues higher. What remains a sticking point is 2.1mil out of work due to continued issues from... Read More
“Davidson” submits: Q2 2022 hedge fund letters, conferences and more The T-Bill/10yr Treasury Rate Spread has suddenly narrowed below 1% as T-Bill rates rise while 10yr rates collapse. This is occurring... Read More
“Davidson” submits: Q1 2022 hedge fund letters, conferences and more skeeze / Pixabay June 1, 20223:00 PM EDTLast Updated 15 days ago https://www.reuters.com/markets/us/us-job-openings-fall-april-still-high-2022-06-01/ “U.S. labor market stays tight as workers remain scarce; manufacturing regains... Read More
