I enjoyed reading this piece by Like Kawa and Yakob Petereil, Bloomberg, on how returns on short vol trades (in equities) is declining... Coming to
Natural gas policy in NY State… WSJ
From the editorial page of the Wall Street Journal, discussing NY State policy concerning natural gas, here: ”Mr. Cuomo wants to make New York
Bullish bets at 9 month low… WSJ
Sarah Toy, Wall Street Journal, analyzes the CFTC futures data, here... ”Bets on rising U.S. oil prices have hit a nine-month low, underscoring
Gulf of Mexico output expected 2 mbd in 2020…Houston Chronicle
From Jordan Blum, Houston Chronicle, here... “The Gulf of Mexico is churning out oil at record highs each year and will average 2 million barrels
Negative U.S. Rates?… WSJ
Gunjan Banerji, Wall Street Journal, has a nice piece, here, on traders playing the possibility of negative interest rates in the US (but don’t forget
Ivy League Endowment… Bloomberg
Managing money isn’t easy... Here is Michael McDonald and Janet Lorin, Bloomberg: “Endowments at the richest schools have been shaving bets on U.S.
Oil Options Skew Strikes Again… CME Group
Here is a very nice post from the excellent CME on skew before and after the attacks on Saudi Arabia: ”One month after the drone attacks on Saudi
Podcast: October 2019 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Energy consumption as percent of total spending… BCA
BCA research has a nice chart showing how important energy consumption is to consumers over time... Note that the last five shaded areas (recessions)