by Joseph Sykora | Sep 7, 2022 | Blog, Macro Updates
With stocks and bonds both down year-to-date (YTD), there have been very few places for investors to hide. In fact, through August, the 60/40 portfolio is having its worst year ever going back to 1976 (data as of 8/31/22): Specifically, within fixed...
by Joseph Sykora | Jun 1, 2022 | Blog, Energy
In prior posts, we have written about the continued tightness in oil markets driven by (among other things) structural underinvestment in productive supply over the past several years. In this post, we will focus more on the products side, specifically gasoline and...
by Joseph Sykora | Feb 28, 2022 | Blog, Energy, Macro Updates
As this is being written, WTI crude oil trades at $96.13/bbl (per barrel); the last time oil closed that high was 2014. Of course, given recent events and the inherent volatility in oil, price could easily be >$100 or <$90/bbl by the time this piece is published...
