From the EIA’s Today in Energy: “In our August 2021 Short-Term Energy Outlook (STEO), we forecast that U.S. natural gas exports will exceed natural
Goldman’s Courvalin talks oil… Bloomberg
Damien Courvalin, Goldman Sachs Head of Energy Research, discusses IEA report and the oil market outlook. He speaks on "Bloomberg Markets" with Guy
It’s not just me…
This, from Canada’s Minister of Energy, Sonya Savage: “The Biden administration pleading with OPEC to increase oil production to rescue the United
Iran’s oil production… EIA
From the EIA’s Today in Energy:
White House urges OPEC to Boost Oil Output… WSJ
Is it me? Here is Ken Thomas, Wall Street Journal… ”The White House urged OPEC to boost oil production Wednesday, saying recent planned
Gold as an Inflation Hedge… WSJ
Mark Hulbert, Wall Street Journal, has a nice piece on gold, here… He quotes the excellent Campbell Harvey: ”Gold is only a good inflation hedge
Nervous S&P Traders… Bloomberg
What other kind are there? Lu Wang discusses recent strategies using options in the S&P 500 market, here… Referring to the “buy/write”
Economic Indicators… Calculated Risk
Here are two economic indicators from Calculated Risk that indicate robust gasoline demand, not so for jet fuel, as compared to 2019…
Jim Simons quote…
This is true: “If you make money, you feel like a genius. If you lose, you’re a dope.” — Jim Simons Novel Investor summarizes Gregory