LONG-TERM RELATIVE RATIO CHARTS – Energy SECTOR

LONG-TERM RELATIVE RATIO CHARTS – Energy SECTOR

Beginning with this post I began showing the relative ratios of all US equity industries vs. the SPX across their entire history.  Posts will be grouped by sector, and each sector post will show all the relative sub-industries within it.  I’ve generally tried to only…...

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Commodity Secular Bears: A Century's Worth of Historical Perspective

Commodity Secular Bears: A Century’s Worth of Historical Perspective

It’s Apr-18.  That means we’re at the 7-yr anniversary of the global commodity super-cycle peak of 2011.  This offers a neat and convenient time-based milestone upon which to assess the unrelenting carnage in the group since that peak and how it…...

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Energy Commodities: The Juice Is Likely Worth the Squeeze

Energy Commodities: The Juice Is Likely Worth the Squeeze

Per some emails at the end of Sep that highlighted the increased potential for such a move, crude has decisively broken above multi-year resistance recently.  If you believe the WH/Fed/Russia feed-back loop theory – as I do – it’s not…...

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1998 Redux for Crude?

1998 Redux for Crude?

In these two posts here and here we discussed 1998 as a potential outcome to Aug/Sep’s global VOL in equities whereby strong pivots higher could result in additional, sustained upside to the long-term bull cycle that’s been intact since 2009 (or…...

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