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March 18, 2016

US Oil Exports… Bloomberg

Here is one takeaway: "The exports could relieve pressure on storage capacity in the U.S. after stockpiles rose to the highest level in official data

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March 17, 2016

Help is on the way…

or is it? Whenever I start getting bullish on crude oil, I look at the weekly US oil stocks chart from the EIA's This Week in Petroleum:

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March 16, 2016

More on inflation…

From Calculated Risk, here is a chart with different measures of inflation, including the core PCE: The PCE is running below the Fed target, but

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March 16, 2016

Core inflation…

From my go to blog, Marginal Revolution: http://marginalrevolution.com/marginalrevolution/2016/03/u-s-core-inflation.html

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March 15, 2016

Oil Tanker Economics, WSJ

Boom/bust for the oil tanker market too?  Here is Wall Street Journal: "Low oil prices and surging production has been a boon for the 2,000-vessel

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March 14, 2016

Updated asset allocation quilt… A Wealth of Common Sense

Ben Carlson, at AWealth of Common Sense,(http://awealthofcommonsense.com/2016/03/updating-my-favorite-performance-chart/) has updated his (and one of

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March 13, 2016

Iran: “Leave Us Alone”… until 4mbd, Bloomberg

From Bloomberg (http://www.bloomberg.com/news/articles/2016-03-13/iran-on-oil-freeze-leave-us-alone-until-production-higher?bpop=101631412): "Iran

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March 12, 2016

WTI implied vol chart, update…

Implied volatility in crude oil continues to decline (as it usually does when prices rally)... Here is the chart with Friday's settlements: Friday

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March 11, 2016

Forecasting oil prices…

From the IEA's February Oil Market Report, released on February 9th: "If these numbers prove to be accurate, and with the market already awash in

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