Mario Nawfal – X, Released on 7/11/26 Hormuz is choking off again, the president is talking about plots on his life, and the oil market barely blinked. The futures curve explains the silence… Jeff Snider reads that curve like a cardiogram, and what it shows is strange: flat from front to back, an 8-cent prompt […]
Eurodollar University, Released on Released on 7/7/26 Walmart is cutting prices on thousands of products, not doing the Fed’s inflation theory any favors. Coca-Cola. Pepsi. Laundry detergent. Lawn mowers. You name it. This is great news for consumers who have been hit with the gasoline shock. Here we have the biggest retailer in America lowering […]
Eurodollar University, Released on Released on 7/4/26 The private credit bust is now starting to spread into AI and the AI buildout which up to now has been mostly financed by these shadow banks. The reason for it spreading is simple – the run on the shadow banks hasn’t abated at all, with our favorite […]
Mario Nawfal – X, Released on 7/4/26 Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published […]
Mario Nawfal – X, Released on 6/26/26 Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published […]
Eurodollar University, Released on Released on 6/14/26 India is now being forced to ration diesel fuel for the first time maybe ever. At the same time, global stocks of crude oil are at their lowest since 2003. Even inventories here in the US have been drained to levels we haven’t witnessed in 20 years. In […]
Mario Nawfal – X, Released on 6/13/26 Economists were the ones to always tell me, ‘Mario, the Iran war is all about China. Trump wants Kharg Island and control of the Strait of Hormuz to have leverage over China’ Well, if that’s the case, then the war is far from over, and all this MOU […]
Eurodollar University, Released on Released on 6/11/26 Gold and silver have been crushed this week and we need to not only explain why, just as important what this drop is telling us about more than precious metals. Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in […]
