Joe Wallace, Wall Street Journal, has a nice piece on rhodium prices, here... ”A drive to improve air quality has boosted purchases of unreactive
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....
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...
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
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
Funds are buying oil futures… Kemp
John Kemp, Reuters, tracks fund activity in oil markets, here...
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
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
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:





