Freedom

Freedom Financial Archive | Originally posted Feb 17, 2023 Dear Reader, In the January 25 issue, we recommended puts on Devon Energy Corp. (NYSE: DVN), a leading independent oil and natural gas exploration and production company with operations focused onshore in the United States. Prices have continued to fall from the big run-up after the […]

Freedom Financial Archive | Originally posted Feb 09, 2023 Dear Reader, The Fed raised another 0.25% at the FOMC meeting last week. And that was before the surprising employment report that beat market expectations. So, where is the Fed now with interest rates? Markets continue to believe the Fed will pivot sooner than later. Our

Freedom Financial Archive | Originally posted Jan 28, 2023 In the last daily, we detailed how bad the manufacturing sector looks. The Philly Fed was horrendous and showed an economic contraction. Now we’ll look at the services’ numbers, which are a much larger piece of the economy. Dear Readers, One day I’ll bring you good

Freedom Financial Archive | Originally posted Jan 25, 2023 Time to leverage these highs into big gains to the downside. One is an exploration and production company that, while good, is wildly overvalued. The other is a railroad holding company that’s going to stop when the economy slows down. Dear Reader, Markets are currently in

Freedom Financial Archive | Originally posted Jan 19, 2023 Can crude and refined oil play musical chairs? As China’s refineries work overtime, the Middle East OGs feel the pressure. Why aren’t OPEC+ members producing to their quotas? And what’s that doing to the price of crude? What’s the Kingdom’s Game? Saudi Arabia officially came out

Freedom Financial Archive | Originally posted Jan 14, 2023 Even though the economy is slowing down, we’re short important metals. Copper and aluminum are critical base metals we need to build stuff with. Greenwashing, ESG, and coal: it’s time to use economic ju-jitsu to make an outsized profit with this month’s opportunity. Perhaps you’ve heard

Freedom Financial Archive | Originally posted Jan 14, 2023 Global Manufacturing PMI is falling off a cliff. Inflation finally takes a bite out of global paychecks. A receding global credit impulse pulls an earnings recession forward. Many emerging market countries kicked off the new year by raising gasoline and diesel prices. Usually, they’ll subsidize their

Freedom Financial Archive | Originally posted Jan 11, 2023 Frac spread counts are critical to the energy supply chain. We’ll define them in full. Is it the end of the petrodollar? Let’s take a sober look. The Petroleum Administration for Defense Districts explained Here at Freedom Financial Research, we’re thrilled to have Mark Rossano as

Freedom Financial Archive | Originally posted Jan 05, 2023 The Old China Hand keeps getting older. Catholic Europe isn’t reproducing fast enough. Even the United States have population issues to deal with. Let’s talk about demographic shifts, how populations move, and why that's a problem for specific countries and the global economy in general. When

Freedom Financial Archive | Originally posted Dec 30, 2022 The Old China Hand keeps getting older. Catholic Europe isn’t reproducing fast enough. Even the United States have population issues to deal with. Let’s talk about demographic shifts, how populations move, and why that's a problem for specific countries and the global economy in general. When