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Archives for July 2019

July 23, 2019

Something both parties can agree to… WSJ

... raising the debt... Here is the Wall Street Journal’s Real Time Economics commenting on the deal: The deal would suspend the debt ceiling

Category iconCommodity Research

July 23, 2019

Tough to beat the average…

Timothy Taylor, The Conversable Economist, looks at University endowments, here... “On average, institution with endowments above $1 billion also

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July 22, 2019

A tale of two technologies…

Here is the Houston Chronicle: ”Chinese-owned Surge Energy made a small piece of history in the Permian Basin of West Texas — drilling the longest

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July 21, 2019

Opposite of Conventional Wisdom… The Irrelevant Investor

From The Irrelevant Investor, here... (Do read the whole thing)...    

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July 19, 2019

Greg Is is bearish on China…. WSJ

Greg Ip, WSJ, says the China model is running out of gas, here... ”New data showing the toll trade tensions are taking on China’s economy are

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July 18, 2019

The crude oil adjustment… EIA

The EIA explains its balancing factor which shows up in its weekly estimates of petroleum supply and disposition, here...  The market seems to ignore

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July 17, 2019

Options update…

WTI options volume was higher than normal yesterday and concentrated in just a few strikes... I wouldn’t read too much into this as August options

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July 16, 2019

Scott Kupor interview on venture capital markets… Ritholtz

I highly recommend, here... Bloomberg Opinion columnist Barry Ritholtz interviews Scott Kupor. Kupor is the managing partner at Andreessen

Category iconCommodity Research

July 16, 2019

US CO2 emissions expected to fall in 2019… EIA

Here is the EIA: ”After a 2.7% increase in U.S. energy-related carbon dioxide (CO2) emissions in 2018, EIA’s July Short-Term Energy Outlook (STEO)

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