The difficulty for the EIA in gathering good data due to chaos and disruptions caused by Harvey is summarized by the EIA in "This Week in
On timing markets… Ritholz
Barry Ritholz has a nice piece on the difficulty of market timing here... "Still, it points out the challenge of trying to explain day-to-day
Gasoline prices in wake of Harvey… EIA
In "Today in Energy" the EIA shows Harvey's effect on retail prices: and, compares Harvey to previous hurricanes: Here is the link:
Timing is everything…
Robert Schiller, Yale professor says bitcoin is the best example of a bubble... Here is Business Insider: "The cryptocurrency is "the best example
Inflation, expectations… WSJ
Here is the Wall Street Journal covering inflation: "Implied inflation expectations, derived from the differential between nominal and
Podcast: September 2017 Oil Market Report – Commodity Research Group
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Natural Gas Looks Hurricane-Proof… Bloomberg
When teaching options, for years I used the hurricane approaching the Gulf of Mexico as an example of why someone might buy a straddle... If the storm
Population Growth and Inflation… Moody’s Analytics
Here is the abstract: "This analysis investigates the relationship between population growth and inflation. Panel models demonstrate a strong
Oil demand is growing nearly everywhere… Forbes
Robert Rapier, Forbes: "My conclusion was that outside of the EU, there are no clear cut examples of declining oil demand in the past five years.