Rusty Braziel talks about oil and gas shale production in the US
More on Mexico’s Oil Hedge… Bloomberg
From Bloomberg (http://www.bloomberg.com/news/articles/2016-09-01/shell-said-to-become-first-non-bank-to-join-mexico-s-oil-hedge): Shell becomes the
Oil glut to ease by 2017… IEA’s Birol via Reuters
Speaking in South Korea, Fatih Birol reiterates the IEA view of a balanced market in 2017: "In a separate interview with Reuters after the statement
Disadvantage Gives Fund Managers an Advantage… Tyler Cowen
Here is Tyler Cowen in a Bloomberg article
Mexico Hedges 2017 oil at $42… WSJ
The article suggests that Mexico's oil price will be covered at $38: "The ministry said the government spent $1.03 billion on put options that cover
Crude oil implied vol update…
Implied volatility for WTI crude oil futures settled at 33.4% on Friday... The long term average implied vol since options began trading on the NYMEX
Some real contrarian thinking… Business Insider
Jim Rogers is highlighted in this BusinessInsider article: ""If we all bought North Korean currency, we'd all be rich someday," Rogers
Updated inflation nowcast… Cleveland Fed
Here is the Cleveland Fed's inflation nowcast (love the nowcasts!) for Q3, updated yesterday: Even on a "core" basis, the Fed's inflation targets
Iran’s struggles to ramp up production… WSJ
The Wall Street Journal does a nice job laying out problems Iran has faced in an effort to ramp up oil production: