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Archives for August 2021

August 9, 2021

Economic Indicators… Calculated Risk

Here are two economic indicators from Calculated Risk that indicate robust gasoline demand, not so for jet fuel, as compared to 2019…

Category iconCommodity Research

August 9, 2021

Jim Simons quote…

This is true: “If you make money, you feel like a genius. If you lose, you’re a dope.” — Jim Simons Novel Investor summarizes Gregory

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August 5, 2021

Coal is a Gold Mine… WSJ

Joe Wallace and Rhiannon Hoyle, Wall Street Journal, have an excellent piece on coal, here… ”Miners are printing money from a business many are

Category iconCommodity Research

August 4, 2021

Carbon pricing, risk… Bloomberg

Will Mathis, Bloomberg, writes about a trader’s long term experience in the EU’s emissions market, here… I especially liked the Risk Don’t (apologies

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August 3, 2021

Options update…

Oct/Nov +$3.00 calendar spread calls traded 2,000x yesterday, settling at $.02…. Oct/Nov is around $.60…

Category iconCommodity Research

August 2, 2021

Bonds and Inflation… The Irrelevant Investor

Michael Batnick, The Irrelevant Investor, looks at bonds and inflation in a recent post… ”In a world with so much money, buyers are as important as

Category iconCommodity Research

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