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Jim Colburn

November 11, 2020

Put/Call ratio in RBOB options… EIA

The EIA’s monthly Short Term Energy Outlook is always worth checking out for updates on supply/demand and balances in energy... This month the EIA

Category iconCommodity Research

November 11, 2020

Clean energy stocks… WSJ

“Gang Green” is also the nickname of the NY Jets football team which is not performing as well as clean-energy stocks...  Here is Scott Patterson,

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November 10, 2020

Negative yields in…. Greece… WSJ

Here is Anna Hirtenstein, Wall Street Journal: “A rally in short-dated Greek government bonds this week sent their yield below zero for the first

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November 10, 2020

WTI options update…

Volume was up, but not crazy... Calls trade more than puts... Open Interest net up in both outs and calls but some strikes were liquidated... Front

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November 9, 2020

Steven Levitt (Freakonomics) is interviewed…

And it’s very good... “Author and economist Steven Levitt is the William B. Ogden Distinguished Service Professor of Economics at the University of

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November 8, 2020

Emerging markets…Bloomberg

Emerging markets have participated in the US election rally... Here is Bloomberg: ”Gains for emerging markets would support the view that the

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November 5, 2020

Updated WTI vol chart…

Here is an updated implied volatility chart for WTI based on at the money, second nearby options... The big spike occurred early this year after WTI

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November 5, 2020

Oil vol moves lower…

Here is a chart showing the Oil VIX from the CBOE... Vol tends to decline on price rallies, and the election is behind us, sort of...

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November 5, 2020

Refinery runs… EIA

Here is a look at refinery runs from the EIA’s This Week in Petroleum: ”Since mid-July, refinery inputs have remained between 13% and 17% lower

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