Jay has 30 years of investment experience on both the buy and sell side. Jay has been associated with 13D Research for 20 years and he has specialized in the global conventional energy industry since 2003. To complement his energy research, Jay writes extensively on global economic and monetary policy trends, geopolitics and global capex.
Known as an excellent stock picker, Jay also has contributed to 13D’s global macro strategy. He also was an analyst and portfolio manager with Reich & Tang Capital Management in New York, where he was responsible for $200 million of assets. Jay earned his Bachelor’s degree from the University of Notre Dame in 1987, his MBA from New York University in 1992 and the Chartered Financial Analyst designation in 1993.
WATMTU - January 17, 2021
1. The price-action in the global equity markets indicates a momentous shift in capital reallocation could be just getting started.
2. Gold’s consolidation is again testing the March uptrend-line.
1. The price-action in the global e... more
WILTW - January 14, 2021
The unravelling of President Trump and the unity of the Republican Party is occurring at the very time that gold mining shares are valued at 2008 prices—a time when gold was selling at $1,000 per ounce. This disconnect has occurred for a variety of ... more
WATMTU - January 10, 2021
1. The markets are not prepared for a significant further rise in long-term Treasury yields.
2. Yet another peculiar selloff in gold and silver.
1. The markets are not prepared for a significant further rise in long-term Treasury yi... more
WILTW - January 7, 2021
Last week, Wisconsin GOP senator Ron Johnson wrote an Opinion column for USA Today in which he decried the near doubling of federal debt since he entered Congress a decade ago. He added: “Unfortunately, few in Congress seem to care”—a line that prom... more
WATMTU - December 20, 2020
1. It’s hard to find a long-depressed market or indicator that has not advanced above the key 2008 or 2011 downtrend-line. Developed and emerging-markets equities in the greater-Asia region appear poised to attract a sizeable share of the re... more