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May 6, 2016

The 1973/74 Bear Market in Equities…

From the Irrelevant Investor:  (http://theirrelevantinvestor.com/2016/05/04/the-worst-bear-market-that-nobody-ever-talks-about/) "The longest bear

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May 5, 2016

Columbia’s Global Energy Conference

Columbia's Global Energy Conference is now available here: http://energypolicy.columbia.edu/events-calendar/2016-columbia-global-energy-summit There

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May 4, 2016

Domestic Production Down 113,000 bpd…EIA

The EIA in its Weekly Petroleum Status Report (http://ir.eia.gov/wpsr/overview.pdf) estimates a decline of 113,000 barrels per day in domestic

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May 4, 2016

Refiners’ profits down… WSJ

Here's the picture: "Many analysts expect demand will come roaring back when U.S. drivers emerge from winter malaise and take to the road for

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May 4, 2016

Where Is Global Growth Heading?… Econbrowser

Guest writers at Econbrowser, Laurent Ferrara (Banque de France, Head of the International Macro Division) and Clément Marsilli (Banque de France,

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May 4, 2016

The world is running out of storage… WSJ

The WSJ reports that crude imports in the U.S. are on the rise because that's where storage space is still available: "The rest of the world is

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May 2, 2016

WTI Implied Volatility Update…

Implied volatility settled below 40% last week... Here is the chart for at the money, second nearby options: For April, WTI options traded an

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May 1, 2016

Saudi Arabia’s post-oil future… The Economist

Here is the Economist: "The outlines of the announcement, which has generated much anticipation, had been well trailed. They included: the floating

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May 1, 2016

The Trouble With GDP… The Economist

The Economist does an excellent job laying out the many issues in measuring GDP and using it as a measure of prosperity

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