John Lanchester writes an interesting piece on investor letters in The New Yorker,
GDP Now forecast up to 3.5, from 3.2…
After Friday's economic data, the Atlanta Fed GDPNow forecast is at +3.5%, up .3 from the previous estimate: "The GDPNow model forecast for real GDP
Rusty Braziel, President of RBN, interview…
Rusty Braziel talks about oil and gas shale production in the US
More on Mexico’s Oil Hedge… Bloomberg
From Bloomberg (http://www.bloomberg.com/news/articles/2016-09-01/shell-said-to-become-first-non-bank-to-join-mexico-s-oil-hedge): Shell becomes the
Oil glut to ease by 2017… IEA’s Birol via Reuters
Speaking in South Korea, Fatih Birol reiterates the IEA view of a balanced market in 2017: "In a separate interview with Reuters after the statement
Disadvantage Gives Fund Managers an Advantage… Tyler Cowen
Here is Tyler Cowen in a Bloomberg article