Gillian Tett, Financial Times, has a nice piece on the energy piece of GDP in the US, here... “There is a second, less-heralded factor at play: the
Investment returns quilt… Novel Investor
From Novel Investor, via Abnormal Returns: ”The chart below shows several issues investors struggle with all the time. It’s difficult to pick the
Norway sees rapid growth in oil output… Reuters
Nerijus Adomaitis, Reuters, has a piece on oil output growth in Norway, here... “Norway’s oil output will grow by 43% from 2019 to 2024 as new fields
Most active strikes, WTI… CME
Front month Feb futures traded in a $6.50 range yesterday... Option volume was heavy with 431,199 trading, 242,824 calls, 188,375 puts... I show
What really matters for the price of gold… WSJ
Mike Bird, Wall Street journal, discusses gold prices, here... ”Gold’s role as a haven in times of escalating conflict and stress is famous, but
US shale oil growth… WSJ
The always excellent “The Daily Shot” from the Wall Street Journal includes a chart showing year on year growth:
Oil demand 2020… WSJ
The Wall Street Journal put out a chart showing demand expectations for 2020... The U.S’s Energy Information Administration (EIA) is at +1.4... The
Barry Ritholtz on learning from mistakes… Bloomberg
Barry Ritholtz, Bloomberg and The Big Picture, writes about what one can learn about investing from mistakes, here... Here is a good one: Always
Energy commodity prices rise more than others… EIA
The U.S. Energy Information Agency looks at commodity prices for the year, here...