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COVID-19 trends are still showing consistent improvement…The September jobs report came out Friday Morning and was disappointing at the headline. There were more reasons for optimism under the surface. We think the miss is more understandable when you consider that millions of people currently must...

Oil Refinery At Night
  • First Word
October 8

"Demand destruction" overblown. Why $80 oil today = $110 oil in 2014

To put gasoline in perspective, take a look at this chart by howmuch. net.  We highlighted gasoline share of total wallet.  And you can see that it is among the top 20 categories, but hardly the top expenditure. https://howmuch. net/articles/breakdown-average-american-spending _... SHOULDN'T WE WORRY MORE ABOUT THE SURGE IN COST...

  • First Word
September 28

Half of COVID-19 hospitalizations are likely asymptomatic = wut? Oil creeping to new highs is strong signal for Epicenter stocks

Half of all hospitalized US COVID-19 patients likely have mild or no symptoms A few weeks ago, Matt F, one of our long-time clients in Boston (thank you!) forwarded me the story from the Atlantic, with a really provocative and eye-catching headline and byline: - "a new study suggests that...

Small-caps breakout underway and Oil is +1% above 2019 levels, but XLE/OIH is -21%/ -33% lower...hmmm

The other sector that we think will soon be a major beneficiary, if US COVID-19 cases are legging down, is Energy.  Energy is arguably the most sensitive to an economic re-opening because the movement of goods involves consuming some form of Energy. - Oil is now +1% compared to where...

  • First Word
April 16

COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...

The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective.  And the broader fact, a lot of the population is still exposed and vulnerable. _MCKINSEY ESTIMATES THAT 80-90% OF POPULATION NEEDS TO BE VACCINATED, BUT...

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