Podcast: Three Unbelievable Things By Michael Knox 14 September 2018, 2:46 PM By the beginning of 2020 the US dollar should be much lower, and the Oil price and US bond yields should be much, much higher. Read more...
Podcast: Why the people who caused the Financial Crisis never went to jail By Michael Knox 13 September 2018, 12:23 PM How both sides of US Congress supported a strategy which led to the Financial Crisis. Read more...
Podcast: Why oil prices will get stronger By Michael Knox 03 September 2018, 2:24 PM Strong growth in world demand for refined petroleum product will put upward pressure on oil prices. Read more...
Podcast: Why the S&P 500 is so strong By Michael Knox 30 August 2018, 10:51 AM We look at the improving path of US corporate earnings and its heady rise since 2016. Read more...
Podcast: The US dollar is far too high By Michael Knox 17 August 2018, 3:59 PM The Euro is extremely oversold and the Aussie dollar is moderately oversold. By year end we expect the Euro to go up followed by the Aussie. Read more...
Podcast: Trump vs China By Michael Knox 15 August 2018, 1:22 PM We believe that Trump has three major objectives in his trade dispute with China. The first has already been achieved. Read more...
Podcast: The S&P500 and the ASX200 By Michael Knox 13 August 2018, 11:58 AM We look at both markets and find that the US market is moderately overvalued and the Australian market is only slightly overvalued. Both can continue at this level for some time. Read more...
Podcast: A seasonal fall in oil prices By Michael Knox 09 July 2018, 3:40 PM We look at seasonal variation in Brent and West Texas oil prices. Both usually begin a seasonal fall after August. Read more...
Podcast: Low wages and sagging house prices By Michael Knox 02 July 2018, 2:57 PM Household consumption rises are sustainable. They are sustainable because more people are getting jobs. Read more...
Is the US Yield Curve signaling a future recession? By Michael Knox 25 June 2018, 10:58 AM The difference between US 10 year bond yields and US 90 Day Treasury Bill yields has fallen below 100 basis points. Read more...