I thought Barry Ritholz’s interview with Andrew Ang was very good... Here is the link... ”Bloomberg Opinion columnist Barry Ritholtz interviews
Corn acreage… USDA
I don’t follow the Ag markets closely, but all I’ve heard for the past couple of months is how corn plantings are lagging due to extreme weather and
US refinery trends… EIA
US refinery capacity reached record highs at the start of 2019 said the EIA in their series Today in Energy, here... “As of January 1, 2019, U.S.
WTI spread options update…
Some deep out of the money WTI spread options traded yesterday... A cal 2020 strip of +$1.50 calls traded 1,000 times (12,000 total)... The trade
Zero interest rates in the US?…. Bloomberg
Noah Smith, Bloomberg, discusses the real possibility of zero interest rates in the US, here... Debt continues to increase: “Why is this a
One winner from tariffs on China…
This is from Real Time Economics, here...
US crude oil exports at all time high… WSJ
The Wall Street Journal’s The Daily Shot has some interesting charts today, here...
Cheapest power… WSJ
Russell Gold, WSJ, has a nice piece on wind, here... I especially liked this chart:
Options update…
Here is a recent implied vol chart for WTI... Recent tension in the Gulf helped get implied vol up to 44% based on the at the money strike of the