Natural gas is now at $7.30 MMBtu compared with $3.73 at the end of December and $2.62 a year ago. The Russian invasion of Ukraine and...

The U.S. oil drilling rig count is now at 527, up from 480 at the end of 2021. The count is still well below the 800 level reached in...

Some futures contracts for wheat and corn have traded limit up in recent days with the invasion of Ukraine. Russia and Ukraine are both...

Energy is again a focus of the world following the Russian invasion of Ukraine. Much of Europe has become dependent on Russian natural...

The S&P 500 fell 5.26% in January while a common benchmark for bonds, the Bloomberg US Aggregate Bond Index, also declined. The iShares...

Last year was a record for initial public offerings (IPOs). The U.S. market saw 309 traditional IPOs from operating companies plus...

Although the broader equity indices began the year with some weakness, value continued its outperformance from December. The top chart...

New year, new Fed, new markets. Following the 27% gain in the S&P 500 for 2021, the markets are digesting the recent high inflation...

In a follow-up to my post in April regarding drought conditions and potential impact on crop prices, many agricultural prices have surged...

While the Fed has signaled it likely will begin tapering their purchases of bonds, the YoY change in the 10-year treasury already...

Here is my contribution to the discussion of the seasonality of monthly returns for equities. The chart shows, for the S&P 500, the...

While equity valuations may appear appropriate versus the 10-yr Treasury yield of 1.20%, prices relative to gold are at recent highs. The...

Let's hope that inflation is transitory as the YoY change in CPI now exceeds the yields of both the 10-yr U.S. Treasury AND BofA's U.S....

Borrowing in brokerage margin accounts continues to increase along with the gains in the stock market. Margin debit balances grew $84...

Job openings nearly match the unemployment level. The JOLTS latest reading for job openings was a record 9.29 million people compared...

The Copper/Gold ratio as a leading indicator of interest rates, a favorite of DoubleLine's Jeffrey Gundlach, surged higher after reaching...

The U.S. Oil Rig Count from Baker Hughes rebounded to 356 last week (May 21st) from the low last August of 172. However, the count is...

The S&P 500 had great back-to-back months with the index up 4.24% in March and up 5.24% in April. Plus, every sector, style, and size...

Stock market trend and momentum have been strong since 2020 lows. Not only has the S&P 500 reached new highs but the index level is well...

Drought conditions are especially severe in the Southwest region but some key farm areas also are experiencing extensive drought. Most of...