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January 25, 2016

Russian Oil: Output Grows as Prospects Shrink, WSJ

From the WSJ:   http://www.wsj.com/articles/russian-oil-output-grows-as-prospects-shrink-1453685744 "“Russian oil production has been very resilient,

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January 25, 2016

WTI option notes…

Options on WTI continue to trade in heavy volume.  254,928 contracts traded on Friday.  We have seen some days this month trade over 300,000

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January 25, 2016

ISIS in Libya

Low expectations of increased oil production in Libya any time soon, from the

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January 22, 2016

Russia Prepares to Hedge Oil Risk… Reuters

No, this is not from the Onion... But these are the kinds of articles a contrarian warms

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January 22, 2016

WTI Implied Volatility

Highest since April/2009...  (through yesterday, based on second nearby option, at the money)...

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January 22, 2016

U.S. Crude Oil Stocks

From This Week in Petroleum (http://www.eia.gov/petroleum/weekly/):    

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January 21, 2016

5 Year Breakeven Inflation Rate, via WSJ….

From the WSJ... (http://www.wsj.com/articles/market-is-flashing-an-inflation-warning-sign-should-anyone-care-1453303703)  

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January 21, 2016

Global economy still growing, but at a slower pace… IMF

Latest from the IMF: http://www.imf.org/external/pubs/ft/survey/so/2016/RES011916A.htm “All in all, there is a lot of uncertainty out there, and I

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January 20, 2016

Cyclical Oil Prices

This is from the NY Times in 1987 (via marginalrevolution:

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