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Jim Colburn

July 15, 2017

US annual energy expenditures.. EIA

Energy is relatively cheap and should boost or at least not be a drag on the economy (note the increase from 2002 to 2008): The chart can be

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July 15, 2017

Bull market in pork bellies… WSJ

From the Wall Street Journal: "Fast-food chain Arby’s Inc. last month introduced a series of “triple thick” bacon sandwiches. Brooklyn-based eatery

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July 14, 2017

EIA expects $50 oil through 2018…

The EIA expects oil prices to average around $50 through 2018... From Today in Energy: "EIA now forecasts Brent crude oil spot prices to average

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July 13, 2017

Oil Market Report Summary… IEA

The monthly Oil Market Report released by the IEA is closely watched by energy markets... Here are some highlights: "Each month something seems to

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July 10, 2017

Blame the Algorithms… WSJ

Stephanie Yang and Timothy Puko at the Wall Street Journal discuss the increasing role of algorithms in oil market here... Here is a nice

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July 10, 2017

Talking one’s position?

From today's WSJ, "Saudi Aramco Chief Predicts Oil Shortage..." "Mr. Nasser said the dearth of investment now would lead to fewer barrels in

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July 8, 2017

Are commodities cheap?… Visual Capitalist

An interesting chart from Visual Capitalist:

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July 8, 2017

Commodity prices, year to date… EIA

In Today in Energy, the EIA compares energy prices to other commodities, year to date: I'm guessing we won't see the McRib sandwich very soon:

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July 7, 2017

CTA funds using quant strategies at record levels… Bloomberg

A Barclays chart, via Bloomberg, shows a continued rise is assets under management by commodity trading advisors (CTA's): But they are not

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