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Jim Colburn

November 30, 2020

Rhodium prices rally… WSJ

Joe Wallace, Wall Street Journal, has a nice piece on rhodium prices, here... ”A drive to improve air quality has boosted purchases of unreactive

Category iconCommodity Research

November 30, 2020

Historical Returns by Asset Class… Visual Capitalist

From Visual Capitalist... Check out the site here for the entire quilt of returns going back to 1985....

Category iconCommodity Research

November 25, 2020

GDP Nowcast… Atlanta Fed

The Atlanta Fed updated their 4Q20 GDP Nowcast estimate today to +11.0% up from +5.6% on November 18th... The link is here...

Category iconCommodity Research

November 25, 2020

Exxon Lowers Oil Price Outlook… WSJ

Christopher Matthews, Wall Street Journal, writes about Exxon’s price outlook here... “As part of an internal financial-planning process conducted

Category iconCommodity Research

November 23, 2020

Dennis Lynch interviewed by Barry Ritholtz

And it’s very good: ...with Dennis Lynch, Head of Counterpoint Global at Morgan Stanley Investment Management, running $130 billion. Several of the

Category iconCommodity Research

November 23, 2020

Funds are buying oil futures… Kemp

John Kemp, Reuters, tracks fund activity in oil markets, here...

Category iconCommodity Research

November 21, 2020

Review of two books on Saudi Arabia… NYTimes

A good line from Kenneth Pollock’s book review of “Blood and Oil” in The New York Times: ”And as F. Gregory Gause, one of the leading Western

Category iconCommodity Research

November 20, 2020

Oil storage filling up in Cushing… Bloomberg

Lucia Kassai and Andres Guerra, Bloomberg, point out that oil storage in Cushing, OK is filling up again getting close to levels seen in April when

Category iconCommodity Research

November 20, 2020

Natural gas storage… EIA

This chart is from the EIA's Weekly Natural Gas Storage Report, here... And here is a snapshot of natural gas prices from CQG.com:

Category iconCommodity Research

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