Primary Vision Insights – February 2nd 2022
Next week I will provide a deep dive on Russia/Ukraine and what I think happens in February as well as ...
Primary Vision Insights – January 26th 2022
On the U.S. completion front, we still have a steady move higher in activity over the next few weeks as ...
Primary Vision Insights – January 12th 2022
U.S. completion activity had its normal slowdown into the holiday season, and now with fresh CAPEX and supportive pricing we ...
What comes on the other side of COVID19?
As the world starts to awaken from the COVID19 pandemic, we are quickly going to see the problems that existed ...
Primary Vision Insights – December 29th 2021
U.S. activity continues to slow along seasonal lines with another small drop coming this week as well. The below chart ...
Primary Vision Insights – December 22nd 2021
By Mark Rossano The completion market has seen a steady decline in activity, which will persist through the end of ...
Primary Vision Insights – December 15th 2021
By Mark Rossano Crude prices have remained range bound with competing pressure points up and down. U.S. production has hit ...
THE ECON SHOW: RUSSIA VS. UKRAINE, INVESTORS VS. THE FED, U.S. JOBS DATA, EMERGING MARKETS, CHINA RRR CUT
Last week's ECON update brings in a plethora of information from the geopolitical flash-point Russia vs. Ukraine to the financial ...
How a tiny microchip could spark World War III
By Mark Rossano (Originally Published Mar 5th, 2021) Over the past few years, the U.S. has experienced a number of ...
The Fed Party Is Being Crashed by Yield
By Mark Rossano (Originally Published Feb 26th, 2021) The most recent U.S. 7 Year Note auction saw the least amount ...
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