by J Thomas Knight | Nov 15, 2021 | Commentaries
Commentary: November 15, 2021 Economists like to joke that inflation is just right when no one notices it. Last week, investors noticed it. The Consumer Price Index (CPI), which is a measure of inflation, rose 0.9 percent in October and 6.2 percent over the last 12...
by J Thomas Knight | Oct 25, 2021 | Commentaries
Commentary: October 25, 2021 It is MESSI !! No, this commentary is not about Lionel Messi, the Argentine soccer phenom who is widely regarded one of the greatest footballers of all time. However, it is about something that economists say may be as rare as Messi’s...
by J Thomas Knight | Oct 19, 2021 | Commentaries
Commentary: October 18, 2021 Don’t get spooked! Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors. Last week, Nicholas Jasinski reported on 2021’s findings: “America’s money managers are optimistic about the long-term...
by J Thomas Knight | Oct 11, 2021 | Commentaries
Commentary: October 11, 2021 $200 Oil Trifecta Cold – Supply – Change Three Forces The weather, Mideast supply, climate change—these three forces could combine to give us oil costing $200 per barrel in the not-so-distant future. And the first two—weather...
by J Thomas Knight | Oct 4, 2021 | Commentaries
Commentary: October 04, 2021 If you look back over the last 20 years, September has been the worst performing month for the Standard & Poor’s 500 Index, according to Nasdaq. This year, the S&P 500 dropped 4.8 percent in September. That wasn’t enough to wipe...
by J Thomas Knight | Sep 20, 2021 | Commentaries
Commentary: September 20, 2021 In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm. Every month, Bank of America (BofA) surveys global asset managers. The most recent survey, which was conducted in early September, showed that...
