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Commodity Research

January 11, 2020

Investment returns quilt… Novel Investor

From Novel Investor, via Abnormal Returns: ”The chart below shows several issues investors struggle with all the time. It’s difficult to pick the

Category iconCommodity Research

January 9, 2020

Norway sees rapid growth in oil output… Reuters

Nerijus Adomaitis, Reuters, has a piece on oil output growth in Norway, here... “Norway’s oil output will grow by 43% from 2019 to 2024 as new fields

Category iconCommodity Research

January 9, 2020

Most active strikes, WTI… CME

Front month Feb futures traded in a $6.50 range yesterday... Option volume was heavy with 431,199 trading, 242,824 calls, 188,375 puts... I show

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January 8, 2020

What really matters for the price of gold… WSJ

Mike Bird, Wall Street journal, discusses gold prices, here... ”Gold’s role as a haven in times of escalating conflict and stress is famous, but

Category iconCommodity Research

January 8, 2020

US shale oil growth… WSJ

The always excellent “The Daily Shot” from the Wall Street Journal includes a chart showing year on year growth:

Category iconCommodity Research

January 8, 2020

Oil demand 2020… WSJ

The Wall Street Journal put out a chart showing demand expectations for 2020... The U.S’s Energy Information Administration  (EIA) is at +1.4... The

Category iconCommodity Research

January 6, 2020

Barry Ritholtz on learning from mistakes… Bloomberg

Barry Ritholtz, Bloomberg and The Big Picture, writes about what one can learn about investing from mistakes, here... Here is a good one: Always

Category iconCommodity Research

January 6, 2020

Energy commodity prices rise more than others… EIA

The U.S. Energy Information Agency looks at commodity prices for the year, here...

Category iconCommodity Research

January 6, 2020

Asset class performance, 2019… The Big Picture

The chart is from Visual Capitalist via The Big Picture, here... I’m looking for the investment return “quilts” which should be out later this

Category iconCommodity Research

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