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Jim Colburn

August 18, 2016

+100,000 barrel per day increase?…. Bloomberg

Yesterday's weekly status report by the EIA showed a sharp increase in oil production which they say never really happened... Here is Bloomberg: "The

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August 17, 2016

Average Hedge Fund Returns vs. S&P… Carpe Diem

Mark Perry at Carpe Diem compares hedge fund returns to the S&P from 2010 through July 2016: To be current, the S&P is Katie Ledecky and

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August 16, 2016

GDPNow update… Atlanta Fed

After today's economic data, the Atlanta Fed bumped up its NOW (famous) GDP forecast for Q3 by .1 to +3.6%... "Latest forecast: 3.6 percent — August

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August 16, 2016

Venezuela oil exports at risk… Bloomberg

When we think of areas of oil production at risk, let's remember to include Venezuela... Here is Bloomberg:

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August 15, 2016

Electronic Market Maker, Virtue… Bloomberg

Here is an excellent description of Virtue, which makes markets in many markets all over the

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August 15, 2016

Consumer Spending on Energy… Carpe Diem

From Carpe Diem (https://www.aei.org/publication/blog/carpe-diem/): "Another data point: Spending on “energy goods and services” as a share of total

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August 15, 2016

Markets rally on Saudis, Russians “talking”…

From Reuters (http://www.reuters.com/article/us-global-oil-idUSKCN10N03T): "On Monday, Russian Energy Minister Alexander Novak bolstered hopes that

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August 12, 2016

Record US fuel exports to Latin America… Bloomberg

From Bloomberg (http://www.bloomberg.com/news/articles/2016-08-11/u-s-refiners-reap-rewards-from-latin-american-gasoline-shortage-irr37msr): "From

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August 12, 2016

World liquid fuels balance… EIA

This is from the EIA's Short Term Energy Outlook released earlier this week...  The EIA continue to expect stock draws starting in the second half of

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