Red Sea… WSJ
It will be interesting to see which candidate addresses this, from the Wall Street Journal, here... I’ll be listening...
Bowdoin’s endowment, Paula Volent… NY Times
Geraldine Fabrikant, NY Times, features Paula Volent, head of the Bowdoin College endowment in “A College Investor Who Beats the Ivy’s”,
Bond Market Flashes a Recession Warning… NYTimes
Matt Phillips, NY Times, updates the yield curve inversion, here... "On rare occasions, long-term yields can actually fall below yields on
Oil, S&P, currency correlations… CME
Here is the cross commodity correlation tool from the CME... Note the slight positive correlation of crude oil (CL) with the S&P (ES)... AND, note
Ed Morse on oil… CNBC
Ed Morse is always excellent when talking about oil fundamentals on
Peak oil meets fracking… The Daily Shot
Nice chart from the Wall Street Journal’s The Daily Shot, here...
US crude oil exports… EIA
The EIA’s This Week in Energy has a nice piece on US crude oil exports in 2028, here... ”In early 2018, modifications were made at the Louisiana
The Frac Sand Revolution… RBN Energy
The always excellent, RBN Energy, has a piece on “frac sand”, here.. ”The U.S. frac sand market has been turned on its head. Over the past three