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Jim Colburn

October 7, 2020

The Permian Implosion… The Economist

Here is a chart from The Economist showing the sharp decline in active rigs in the Permian...  The Economist notes: ”Yet besides Chevron’s $5bn bid

Category iconCommodity Research

October 6, 2020

Oil prices… Reuters

I’m not sure how much gasoline/diesel is used in the President’s motorcade but here is Reuter’s on why prices rallied: ”Oil prices gained on

Category iconCommodity Research

October 4, 2020

Options update…

While not as dramatic as April's explosion in vol, WTI implied vol settled over 50% on Friday... Here is an updated chart... Volume picked up in

Category iconCommodity Research

October 2, 2020

Libya oil output… Reuters

Something to keep an eye on... Here is Reuters:

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October 2, 2020

Job losses during recessions… Calculated Risk

I was wondering when Calculated Risk would bring back this excellent chart showing job losses during post WWII recessions:

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October 1, 2020

GDPNow revised higher… Atlanta Fed

Economic data released from September 26 thru today increased the Atlanta Fed’s GDPNow model estimate by +2.6 percentage points... Here is the

Category iconCommodity Research

October 1, 2020

Smoke risk…

From the EIA’s excellent Today in Energy series... ”In the first two weeks of September 2020, average solar-powered electricity generation in the

Category iconCommodity Research

September 30, 2020

NBA finals expectations… Fivethirtyeight

Nate Silver’s excellent website, Fivethirtyeight, suggests the Miami Heat have a high probability of winning the NBA championship: But Vegas

Category iconCommodity Research

September 29, 2020

CTA AUM…. Barclayhedge.com

From Barclayhedge.com, here is a chart showing assets under CTA management through end of June, 2020...

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