Nate Silver’s excellent website, Fivethirtyeight, suggests the Miami Heat have a high probability of winning the NBA championship: But Vegas
CTA AUM…. Barclayhedge.com
From Barclayhedge.com, here is a chart showing assets under CTA management through end of June, 2020...
Lebow quote… WSJ
Andy Lebow was quoted in the Wall Street Journal, here... ”It doesn’t look like there’s going to be the type of growth in demand that producers
The New Geopolitics of Energy… Daniel Yergin
The always excellent Daniel Yergin has a piece in the Wall Street Journal, here... ”Two years ago, the CEO of a Middle Eastern oil company stopped
Oil demand, again… Bloomberg
Yet another piece on shaky oil demand, this time from Bloomberg’s Elizabeth Low and Alex Longley, here... “The oil market, however, still faces an
Demand for oil… Bloomberg
Julian Lee, Bloomberg, discusses oil markets in his latest piece, here... I focused in on his charts on IEA and OPEC revisions in demand because Andy
US refiners act to bring diesel stocks under control… Kemp/Reuters
John Kemp, Reuters, writes that refiners are changing the mix of output to help balance out gasoline and diesel stocks... And as always, Kemp includes
Wall Street Commodity Traders…. Bloomberg
Jack Farchy, Bloomberg, writes about how well bank commodity traders are doing, here... “Big banks are on track for their highest commodity-trading
Cloudy demand outlook for oil…. WSJ
Joe Wallace, Wall Street Journal, does an excellent job explaining the challenge in forecasting oil demand, here... ”Energy analysts are mapping