Here is the EIA’s excellent Today in Energy series: ”Natural gas deliveries to U.S. facilities producing liquefied natural gas (LNG) for export set
Long term bonds… A Wealth of Common Sense
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:
Podcast: August 2019 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
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






