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Headed out to watch Germany take on Ivory Coast in a few minuts BUT… ***Given the constantly changing geopolitical situation we have added some thoughts on weekend events (through ~15:00 ET) and current commodity markets***…

We have refreshed our latest Love/ Hate portfolio following two weeks where the XLE underperformed the broader market by almost ten percent. Recall our prior book, LHP12, was the best performing set-up since we started…

Closing Love/ Hate Portfolio 12 a day early due to the Holiday. This was by far the best performing combination out of our Love/ Hate Portfolios year-to-date. Recall these are two week time span sentiment…

Within we discuss: Inventories vs. curve: IEA May data show large crude and product draws and OECD stocks at multi‑decade lows, even as forward curves shift toward a post‑war surplus narrative. Demand gap: OPEC, IEA…