John Kemp, Reuters is the go to guy for organizing data from the CFTC, here... The CFTC data is released Friday afternoons and reports on
Managed futures “crazy ride” so far in 2018… RCM Alternatives
RCM Alternatives has this to say about managed futures returns so far this year: “The last month and a half has been one crazy ride for an asset
Cross-asset correlations…
The CME has a nice analytics tool, here, that shows-cross asset correlations over time... Here is the one month matrix for selected
Guess who was on the wrong side of the VIX?
Here is the Wall Street Journal: ”More recently, some of these investors also made big, unpublicized wagers seeking to benefit from what had been
Oil, wheat, sand bottlenecks in Canada… Bloomberg
Here is Bloomberg: ”The nation’s biggest railways haven’t been able to deliver enough cars after harsh winter conditions and as a sudden boom in
It’s not easy being green…
Mark J. Perry on the lack of gas pipelines in
OPEC production, supply/demand…
The tables below are from OPEC’s Monthly Oil Market Report, released on Monday... Note the two production numbers in January for Venezuela, 1,600 from
The LOOP is testing the exporting of crude… WSJ
The LOOP is testing the process of exporting oil... This, from the Wall Street Journal’s, Alison Sider: ”A supertanker recently pulled up to the
Power price, expenditure rankings, by state… EIA
From “Today in Energy”: