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May 22, 2016

Venezuela has become a failed state… Washington Post

Bad government, low oil prices and a tale of woe: "Venezuela has become a failed state. According to the International Monetary Fund's latest

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May 20, 2016

US Gasoline Demand… EIA

Current 4 week average gasoline demand is running 5.7% over last year!

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May 20, 2016

Asia-Pacific diesel cracks… EIA

The EIA explains why Asian diesel cracks are under pressure: "The decrease in Asian distillate crack spreads comes as Chinese exports of distillate

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May 19, 2016

Global supply disruptions…

Reuters reports that supply disruptions in Nigeria, Canada, Venezuela, Libya, etc. are adding up

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May 17, 2016

Fed’s “GDP Now” forecast declines after today’s data…

Here is the summary from the Atlanta Fed: "The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the second quarter of

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May 17, 2016

Ending America’s Slow Growth… WSJ

Economist John Cochrane writes that comparing a country's World Bank measure of "Ease of Doing Business" to its growth rate suggests a path

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May 16, 2016

Where Oil Prices Go… Yergin, Goldman, EIA

Daniel Yergin writes in the WSJ (http://www.wsj.com/articles/where-oil-prices-go-from-here-1463345204): "Continuity is clear in Saudi Arabia’s

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May 16, 2016

Crude Oil Implied Volatility, Update…

 

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May 16, 2016

A bear market that’s not energy…

Cannabis: It didn't take long to get some trend analysis: "Davenport said that prices “are now steadily falling at about 2 percent per month. If

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