Byron VosWhy’s nobody watching oil?Crude oil peaked in May 2022 at $ 120/bbl a couple months after the Russia-Ukraine war. Everyone was buying oil and retrospectively, there…Oct 24Oct 24
Byron VosAn update on global equity sentimentIn my April 2024 post titled “Sentiment cycles and equity allocations”, I made the following observations:Oct 20Oct 20
Byron VosWhat to make of the “higher for longer” rates consensus?It seems to me that extreme crowdedness has taken hold in the US rates market.Jun 4Jun 4