Research & News
Weekly Energy Update (November 10, 2022)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Crude oil prices appear to be building in a base in the mid-$80s. (Source: Barchart.com) Crude oil inventories rose 3.9 mb compared to a 0.3 mb build forecast. The SPR declined 3.6 mb, meaning the net build was 0.3 mb. In the details, U.S.… Read More »
Bi-Weekly Geopolitical Report – Reflections on the 20th Party Congress (November 7, 2022)
by Bill O’Grady | PDF (The Bi-Weekly Geopolitical Report will not be published in two weeks due to Thanksgiving. The report will return on December 12.) The Communist Party of China’s (CPC) 20th Party Congress has come to a close. By all accounts, General Secretary Xi has tightened his grip on power. Not only has… Read More »
Weekly Energy Update (November 3, 2022)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Crude oil prices appear to be building in a base in the mid-$80s. (Source: Barchart.com) Crude oil inventories fell 3.1 mb compared to a 1.5 mb build forecast. The SPR declined 1.9 mb, meaning the net draw was 5.0 mb. In the details, U.S.… Read More »
Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2023 (October 31, 2022)
by the Asset Allocation Committee | PDF Even for dedicated, successful investors who have built up a substantial nest egg, Social Security retirement and disability investments can be an important part of one’s financial security. For many Americans, Social Security benefits may be the only significant source of income in old age. On average, Social… Read More »
Weekly Energy Update (October 27, 2022)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Crude oil prices appear to be building in a base in the mid-$80s. (Source: Barchart.com) Crude oil inventories rose 2.6 mb compared to a 1.5 mb build forecast. The SPR declined 3.4 mb, meaning the net draw was 0.8 mb. In the details, U.S.… Read More »
Bi-Weekly Geopolitical Report – Defining Deglobalization (October 24, 2022)
by Bill O’Grady | PDF Words are important. They are a key tool to how we communicate, but they also can narrow meanings and lead to misunderstandings. Often, the term “deglobalization” has led pundits to suggest that this isn’t really happening by deploying something of a “straw man” argument. The writer will suggest that trade… Read More »