I am a writer, analyst and professor specializing in geopolitical affairs, communications theory and energy issues. The GERM Report aims to examine market issues through the lens of international relations theory and the evolution of language. You can sign up to receive this report via email on the home page. My contact info is there as well.
Risk level: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -Should Brent at $50 be considered the new normal? -Start-ups are seeing brain drain in the U.S. market Global sentiment about the prospects for a vaccine for COVID-19 left fundamentals in the waste … More It’s Too Darn Hot
-A growing number of voices are questioning this rally. -Platts in a 2021 outlook say the future’s bright, but no need for shades just yet. Vaccine and virus news giveth and taketh away. We saw Brent crude oil top $50 per barrel and later $51 per barrel in the previous session on positive developments for … More The Daily Dose; Goodbye, $50 Brent.
-The market disconnects further from right now. -The glut is coming. The disconnect continues. The price for Brent crude oil at one point topped $51 per barrel as the market placed bets on an unknown future. That rally largely ignores the coming glut of oil and products building as the pandemic rages on. Markets in … More The Daily Dose; Hello, $50 Brent.
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