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July 29, 2016

Weakest Post-World War II Recovery… WSJ

Here is the opening for the opposition party: Here is the WSJ: "In terms of average annual growth, the pace of this expansion has been by far the

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July 28, 2016

The problem with gasoline… FT

The Financial Times suggests that there are five things to watch in oil markets... Here is one of them: The rest are

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July 28, 2016

Atlanta Fed reduces Q2 GDP estimate…

"The final GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2016 is 1.8 percent on July 28, down

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July 28, 2016

This Week in Petroleum… EIA

Some updated charts from This Week in Petroleum illustrate recent commentary on the oversupplied gasoline market.. Demand is up, but beginning to

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July 27, 2016

Power price spikes, NYC, Monday

This is not a market I follow closely, but I do wish I owned a storage facility that serves NYC... Here is the story from CNN and Bloomberg: "The

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July 25, 2016

Market Wizards, Jack Schwager, Barry Ritholz

Barry Ritholz interviews Jack Schwager here: http://ritholtz.com/2016/07/mib-market-wizard-jack-schwager/ I found the Market Wizard series highly

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July 25, 2016

How Much Oil in Storage?… WSJ

The difficulty of counting oil barrels in storage worldwide is discussed in this article from the Wall Street

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July 23, 2016

Fuel Glut Keeps Pressure on Refiners’ Profit…WSJ

This, from the WSJ article: "At today’s benchmark prices, the crack spread, or price difference between crude oil and gasoline, stood recently at

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July 22, 2016

Bottom of the cycle?

Schlumberger's CEO: "“In the second quarter, market conditions worsened further in most parts of our global operations, but in spite of the

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