Jesse Moore
Seeking Alpha
Hamburg, HH, Germany
Contact Jesse
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Jesse:
Tuesday's Market Tear: Global Risk Is About To Skyrocket
Tuesday's market rise absolutely ignores the macroeconomic picture.Coronavirus will push the third world to the brink of collapse.Markets have hardly begun to price in the moving of the global economy to the economic brink.Be careful, and only buy safe companies that produce commodities.Don't worry about buying at the bottom, be far more worried about buying on the wrong side of the bottom. → Read More
Why Markets Sell Off More Than You Expect
Markets can't agree on which companies will go bankrupt and therefore stocks sell off more than they should in a crash.Investors have begun to accept some truths about the virus, but remain skeptical on more catastrophic economic disturbances that are coming.That tells me that the bottom has yet to come, and I provide my current thinking on when and what to buy. → Read More
Hiring Data Scientists Step 1: Stop Looking for Data Scientists.
We are looking for someone to fill an upcoming gap in our business model. We are not exactly sure what you will be doing, but we are sure that our shareholders will love the idea that we have Data… → Read More
Is Smart Money Really Smarter?
Why have index funds outperformed hedge funds over the last 10 years? Is it only a recent trend or a change in fundamentals? Index funds will continue to be the → Read More
Running For The Exits: Peak Oil Demand
A terminal price decline in oil is inevitable. Trends in EV cost, ICE efficiency, and driverless cars will cripple oil demand. The price decline we have seen wi → Read More
Is It Too Late To Invest In Europe?
The European economy is growing at a healthy rate. France’s election and the reformist movement across Europe will pay dividends in the coming years. Everything → Read More
Copper Weekly: Upbeat Chinese Data Closes Out A Slow Week
Chinese data surprised markets with a big jump in imports. Copper looks set to dig itself in at a near term high heading into a quiet month. Fundamentals remain → Read More
Geopolitical Oil Price Risk Is Escalating Fast
Low oil prices are severely damaging economies dependent on its revenue flows. Political risk is growing in major countries and could destabilize a large percen → Read More
Want To Bank Like A Criminal?
Bitcoin is a conduit for criminal activity. As governments have shut down illicit money laundering schemes in the past, so it will with digital currencies. If c → Read More
Copper Weekly: The Project Of The Century Is Coming
China's Silk Road is one of the largest infrastructure projects of this century. A debt downgrade caused a stutter for copper, but the remainder of the supply/d → Read More
Double Digit Opportunities Coming In Oil
As an oil perma-bear, I believe an opportunity is coming to buy great companies at cheap prices. The market is on the cusp of capitulating to macro trends in U. → Read More
Can OPEC Control The Futures Curve?
The ineffectiveness of price cuts could lead OPEC to enter into a radical policy of controlling the futures curve. Under such a policy OPEC would sell down oil → Read More
Copper Weekly: Demand Takes Center Stage
Copper prices have largely been driven by supply concerns over the past year. My thesis on copper was focused on declining ore bodies, lack of greenfield projec → Read More
Britain Needs To Accept Its Position In Brexit Negotiations
Britain is threatening to walk away from Brexit negotiations. It is typically impossible to successfully threaten the other side of a negotiation when you are t → Read More
The Sky Is Falling... Again?
The investment world is bouncing from one “crisis” to the next. Fundamentals are turning up for much of the developed world. Concerns that we have passed the pe → Read More
Oil Talks Start Heating Up
Oil is up on talks of an extended cut from Russia and Saudi Arabia. The marginal cost of oil will continue to drive prices, and market forces will continue to s → Read More
Chaos On Capitol Hill
The White House continues to deliver a steady stream of newsworthy stories. Markets look jittery, and some analysts are predicting an impending drop. This artic → Read More
Copper Weekly: Expect Copper To Sit Between $2.45 And $2.55 Until September
Investors remain focused on smoke and mirrors from China. Waning supply may be delayed by new projects, but decaying ore bodies will inevitably push prices upwa → Read More
Exxon Mobil's Exploration Costs Hint At A Production Cliff
Exxon Mobil's capital expenditures have been increasing while cash flows have been decreasing.The majority of Exxon Mobil's oil finds have come from high cost r → Read More
Oil Price Outlook, Part 2
In the second part of this series I discuss the prospects of an oil recovery and production cliff. Overproduction during hard times will result in oil assets be → Read More