Tiffany Hsu, NY Times, has an excellent piece on the rally in palladium price, here...
Why the Ivy League Clings to a Strategy of Diminishing Returns… NYTimes
James B. Stewart, New York Times, has a nice piece on endowment returns of the Ivy League, here... ”This year the 10-year returns achieved by the
Atlanta Fed’s GDP nowcast is up to 3%…
The recent retail sales and industrial production data has bumped up the Atlanta Fed’s nowcast, here:
Coal prices… WSJ
In an article about investing in climate change, here, the Wall Street Journal includes a chart showing coal vs. gold prices...
Saudis To Target US With Sharp Oil Exports Cut… Bloomberg
in order to maximize market impact...Javier Blas and Tina Davis report here... “By shifting the focus of Saudi export reductions toward the U.S.,
A Floor Under Prices?… IEA
That’s the title of the IEA’s always excellent summary of their monthly Oil Market Report, here... Note that the IEA shows a draw in stock levels as
Some interesting charts from this month’s Short Term Outlook… EIA
The EIA’s Short Term Energy Outlook for December has some nice charts, here... First is the expected supply/demand balance for 2029: And, here
US monthly oil production… Carpe Diem
From the blog, Carpe Diem, here is a look at monthly oil production:
Break-even prices for shale… WSJ
Bradley Olson and Rebecca Elliott, Wall Street Journal, have a nice piece today discussing break-even prices for US shale oil producers, here...