March 11, 2014 by Dan • Commentary

Crude oil is trading at its lowest level in almost a month, below its 200 day moving average and the psychologically important $100 level. The commodity first saw a ramp a couple weeks ago as …

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March 7, 2014 by Dan • Commentary

JPM held their annual analyst meeting last week and while the street generally walked away satisfied with the commentary, headwinds to the sector and JPM specifically remain.  Bernstein Research analyst  John McDonald had a very …

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March 6, 2014 by Dan • Commentary

Last Thursday in this space I described my amazement that risk assets did not appear to be pricing in a whole heck of a lot of concern relating to the heightening tension in Ukraine (read …

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