Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
The sleeping “widowmaker”… NatGas version
March/April natural gas moved into flat/negative territory... Lots of supply, warm weather will do this... Â Note the CME chart below showing open
The “three-way” options hedge… Reuters
Reuters reports on Occidental’s “three-way” options hedge, that is, selling calls against buying a put spread... This  hedging/trading strategy goes
Hedge Funds/S&P returns… Carpe Diem
Carpe Diem has a nice chart comparing hedge fund returns to the S&P over time:
Oil, US GDP… FT
Gillian Tett, Financial Times, has a nice piece on the energy piece of GDP in the US, here... “There is a second, less-heralded factor at play: the
Investment returns quilt… Novel Investor
From Novel Investor, via Abnormal Returns: ”The chart below shows several issues investors struggle with all the time. It’s difficult to pick the
Norway sees rapid growth in oil output… Reuters
Nerijus Adomaitis, Reuters, has a piece on oil output growth in Norway, here... “Norway’s oil output will grow by 43% from 2019 to 2024 as new fields
Most active strikes, WTI… CME
Front month Feb futures traded in a $6.50 range yesterday... Option volume was heavy with 431,199 trading, 242,824 calls, 188,375 puts... I show
What really matters for the price of gold… WSJ
Mike Bird, Wall Street journal, discusses gold prices, here... ”Gold’s role as a haven in times of escalating conflict and stress is famous, but