Natasha Turk, CNBC, has a nice piece laying out reasons why, here... Here is point 1, do read the whole thing... 1. Iran ‘has nothing to
Andy Lebow talks to Bloomberg Canada…
Andy covers oil market fundamentals like no one else can,
The Strait of Hormuz is the world’s most important oil transit checkpoint… EIA
The EIA’s excellent and timely piece in “Today in Energy” reminds us why an escalation of tension in the region is so important to oil prices:
The rate cut the economy doesn’t need… Barron’s
Randall W. Forsyth, Barron’s, nicely summarizes the thinking going into this week’s Fed meeting, here... (Hat tip to The Big Picture, here)... Of
Atlanta GDPNow moves higher off today’s retail sales data…
Here is the Atlanta Fed’s updated GDP estimate for 2Q:
IEA Oil Market Report… Summary
The IEA’s Oil Market Report for June was released this morning... Here are some takeaways from the summary (my bold): “The consequences for oil
The market is almost always wrong… John Cochrane
Here is John Cochrane, The Grumpy Economist, commenting on Torsten Slok’s graph: “Torsten Slok at DB updates this lovely graph on occasion. Here's
Monthly oil imports from OPEC fall to 30 year low… EIA
From the EIA’s excellent series, “Today in Energy”, here...
S&P 500 vs. Yale’s endowment… Morningstar via The Big Picture
John Rekenthaler, Morningstar, discusses the recent performance of Yale’s endowment, here... ”The fund's reputation, however, owes to its earlier