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Archives for September 2019

September 30, 2019

Shale boom is slowing… WSJ

This is an excellent piece by the Wall Street Journal’s Christopher M. Matthews and Rebecca Elliott on the slowing growth of shale oil

Category iconCommodity Research

September 27, 2019

Latest GDP Nowcasts are out… NY, Atlanta Fed

The NY and Atlanta Feds updated their GDP Nowcasts today:      

Category iconCommodity Research

September 27, 2019

Oil production, stock performance… EIA

“Despite increased second quarter 2019 returns and production for 42 publicly traded companies, U.S. oil companies' stock prices decline”.... This is

Category iconCommodity Research

September 26, 2019

Updated implied vol chart, WTI…

The following charts track the at the money, second nearby, WTI option through yesterday's settlement... Note that the high vol mark of the year was

Category iconCommodity Research

September 25, 2019

New Mexico’s oil production… Carpe Diem

Carpe Diem points out that increased oil production in New Mexico equals free tuition for state residents:

Category iconCommodity Research

September 25, 2019

Some charts from The Daily Shot… WSJ

These charts are from the Wall Street Journal’s always excellent The Daily Shot: First, a look at Bitcoin: Here is a good perspective on the

Category iconCommodity Research

September 23, 2019

Peter Lynch quotes… Novel Investor

via the excellent Abnormal Returns, Novel Investor compiles some quotes from legendary investor, Peter Lynch, here... “You get recessions, you have

Category iconCommodity Research

September 22, 2019

Outlook for US Offshore Wind Energy… Columbia Energy Exchange

Here are the Exchange Notes from an excellent podcast on US offshore wind...  The link is here... “U.S. waters off the Atlantic coast are shaping

Category iconCommodity Research

September 20, 2019

2020 Democratic Nominee…. PredictIt

PredictIt.org, a betting market, has Elizabeth Warren moving ahead in the race for the Democratic nominee... But many polls still have Biden

Category iconCommodity Research

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