Here is Ben Carlson, A Wealth of Common Sense, on 30 year treasuries: “Here are the returns from 1926-1980 and 1981 through the end of July
Some commodity charts… The Daily Shot
Here are some interesting commodity charts from the Wall Street Journal’s The Daily Shot:
What’s going on?… Retirement Field Guide
This is a good piece from Ashby Daniels, Retirement Field Guide, here (do read the whole thing)... Abnormal Returns highlighted it here... Ashby gives
Six charts… The Economist
From The Economist, here...
Singapore gasoline cracks weaken… EIA
Here is the EIA explaining why gas cracks in Singapore have weakened: “Several factors are contributing to lower Singapore gasoline crack spreads.
Atlanta GDP Nowcast at +2.2…
From the Atlanta Fed:
Hope for a battered LNG market… FT
From Dave Sheppard, Financial Times, here... “The LNG market is a long-term game and, while it is suffering from oversupply, that is unlikely to
Hedge funds polarized on oil… Kemp
Here is John Kemp, Reuters, on hedge fund positions in oil: ”Hedge funds and other money managers sold futures and options equivalent to 25 million
Copper/gold ratio vs. oil price… EIA
I wouldn’t expect to see a copper/gold ratio chart in the EIA’s monthly Short Term Energy Outlook, but here it is: ”Brent and copper-to-gold