Uncategorized

Barry Ritholz, Bloomberg, suggests some reasons why hedge funds have underperformed the S&P, here and here...  His charts tell the tale:

Here is Jessica Summers, Blooomberg, on the divergence of Brent and WTI oil prices: “Hedge funds’ net-long position -- the difference between bets

Market participants are trying to figure out how much Iranian oil will be sold after November... Here is Nidhi Verma, Reuters  on Indian

Here is the EIA’s take on petroleum supply/demand going forward:

In This Week in Petroleum, the EIA shows a draw in US crude stocks, while gasoline and distillate stocks grow (distillates sharply):

John Kemp, Reuters, has this to say about fund activity in oil markets: ”Hedge funds and other money managers raised their combined net long

Julian Lee, Bloomberg, has a nice piece on Iranian exports, here... ”Iran exported just over 2 million barrels a day of crude oil and condensate (a

Oil prices churn sideways: Dan Molinski, Wall Street Journal, writes: ”The rapid rise and fall in oil prices is a sign that investors are