Oil Closes Near $51

by Marilou Long on February 25, 2015

in Energy

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Two experiences worth blogging about

by Laura Ehrenberg-Chesler on February 19, 2015 in Employment

Over the long President’s weekend I bought a new iPhone 6, and took my 17 year-old son shopping for a sports coat and some shirts and pants.  I was dreading having to make those two outings.  But to my surprise, because of the great sales people at both places it was a great experience. David [...]

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El-Erian’s Global Risk Meter – courtesy CNBC

by Marilou Long on February 17, 2015 in equity market
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The Siren Call of Greek Bonds

by Marilou Long on February 4, 2015 in Bonds

The S&P 500 gave up 0.4% right before the close on news that the ECB would no longer accept Greek government bonds as collateral.  From the linked Bloomberg article : Stocks fell in the final 30 minutes of trading as the European Central Bank said it lifted a waiver on Greek government debt as collateral. [...]

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Follow up to the blog post of January 22, 2015

by Laura Ehrenberg-Chesler on February 3, 2015 in Commodities

In the Monday edition of our research from Ed Yardeni, he once again discusses the topic of the lack of inflation, and some of the forces at work that could actually be causing deflation.  Mr. Yardeni labels the forces at work as the “four horsemen of deflation”. “Four horsemen of deflation. Previously, I’ve discussed four deflationary forces. The [...]

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Ed Yardeni on Texas’ Oil Problem

by Marilou Long on January 27, 2015 in Energy

From Ed Yardeni’s Morning Briefing today: The problem was caused by Houstonians and other Texans contributing to a flood of oil supplies. Several oil market observers have observed that shale oil output isn’t likely to decline in response to lower oil prices until the second half of the year. Indeed, while the price of crude has [...]

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Gold, Inflation or Deflation

by Laura Ehrenberg-Chesler on January 22, 2015 in currencies

I distinctly remember about 2 years ago hearing from a number of clients that they were convinced rampant inflation was imminent.  Many of these individuals were buying physical gold and storing it in a bank, or in a safe.  In spite of the major injection of liquidity over the past six years from Central Banks [...]

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State of the Union Preview – courtesy The Wall Street Journal

by Marilou Long on January 20, 2015 in Fiscal Policy
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“The Progressive Case for Fracking” – courtesy the Wall Street Journal

by Marilou Long on December 30, 2014 in Energy

The breathtaking drop in the price of oil has been one of the biggest surprises of 2014.  This opinion piece in the WSJ today is a good summary of the forces driving the price of oil right now.  From the linked article: As the American people and companies shift more of their consumption to cheaply produced [...]

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Book Review/Holiday Wishes

by Laura Ehrenberg-Chesler on December 17, 2014 in Crossvault Capital

Our good friend and PR mentor Alan Weinkrantz, who helped us develop our blog, suggested that on occasion we should post a personal recommendation or book review.  So, since the Holiday season is upon us, I thought it would be a good time to share a book recommendation. This year I read the “Border Trilogy” [...]

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