Borrowed Time

Published on
March 18th, 2015
Duration
16 minutes

Borrowed Time

Featuring Alejandro Reyes

Published on: March 18th, 2015 • Duration: 16 minutes

The Rainmaker is back with an update on the US dollar breakout, how the Treasury curve could invert, and ways to play the coming supply shortage in oil. He also previews the Fed meeting this week and the latest developments in the currency war.

Comments

  • IK
    Ian K.
    24 March 2015 @ 02:36
    Also agree that oil data, especially re: storage, needs work. Suspect a $39 print has more to do with demand than storage.
  • IK
    Ian K.
    24 March 2015 @ 02:35
    Why do stocks go up when data is bad? Because bad data increases odds of delayed rate hike or QE4. Perverse but isn't that the logic?
  • BH
    Blair H.
    23 March 2015 @ 20:59
    you need more work on your oil data. otherwise good video
  • cr
    chris r.
    20 March 2015 @ 19:58
    You seemed a little nervous in your first video, but you're starting to get comfortable. I hope you continue to do so, because your analysis has been fantastic.
  • CP
    Charlie P.
    19 March 2015 @ 16:50
    Love these segments
  • WB
    William B.
    19 March 2015 @ 06:01
    Always great!
  • AB
    Alain B.
    19 March 2015 @ 04:08
    Good call Rainmaker, "I expect the Fed to hit the brake and pause for a while", only real option Yellen had today (Wednesday).
  • jd
    john d.
    18 March 2015 @ 21:12
    In a currency war isn't the goal to have the lowest currency, thus exporting deflation and increasing competitiveness? Thus isn't the USD presently "losing" the war not winning as per RM quote?
  • TJ
    Terry J.
    18 March 2015 @ 17:10
    Concise and most interesting as always from the Rainmaker whose insights are always very persuasive
  • PT
    Philip T.
    18 March 2015 @ 15:03
    I love this guy! Simple, straight forward, logical. We're all up against a brick wall. Better duck when the shootin' starts.
  • DC
    Dale C.
    18 March 2015 @ 14:57
    Another great presentation. If you have not already done so check out his newsletter. Good stuff.
  • TM
    The-First-James M.
    18 March 2015 @ 14:17
    Outstanding summary of where we are and where we may well be going. Thanks so much for this.
  • KD
    Kris D.
    18 March 2015 @ 13:41
    it sure looks it is going to rain, Rainmaker. Thx!