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Jim Colburn

September 5, 2017

Inflation, expectations… WSJ

Here is the Wall Street Journal covering inflation: "Implied inflation expectations, derived from the differential between nominal and

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September 5, 2017

Natural Gas Looks Hurricane-Proof… Bloomberg

When teaching options, for years I used the hurricane approaching the Gulf of Mexico as an example of why someone might buy a straddle... If the storm

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September 5, 2017

Population Growth and Inflation… Moody’s Analytics

Here is the abstract: "This analysis investigates the relationship between population growth and inflation. Panel models demonstrate a strong

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September 4, 2017

Oil demand is growing nearly everywhere… Forbes

Robert Rapier, Forbes: "My conclusion was that outside of the EU, there are no clear cut examples of declining oil demand in the past five years.

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September 1, 2017

The Impact Of Harvey On Crude Oil Markets… RBN Energy

The  best energy blog around, by RBN Energy, takes an excellent stab at the impact of Harvey on oil markets

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August 31, 2017

Harvey update… WSJ

Today's WSJ does a nice job trying to summarize what's going on in US energy markets here... "Tropical Storm Harvey’s crippling of Gulf Coast

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August 31, 2017

October gas cracks continue to widen…

Here is today's chart (from barchart.com) of October gas cracks (RBOB futures minus crude futures):    

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August 30, 2017

Bitcoin vs housing and dot com markets… MarketWatch

MarketWatch has a nice chart comparing Bitcoin's price move to other markets that have rallied sharply in the past: Here is the link:

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August 30, 2017

Natural gas prices are not moving much…

Here is a price chart from barchart.com showing a long term perspective of natural gas futures: Note the price spike in late 2005 due to

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