This is the good part of Bordoff's piece describing the cyclical nature of crude
Commercial Oil Stocks, OECD Days Supply… EIA
Yesterday's release of the EIA Short Term Energy Outlook (http://www.eia.gov/forecasts/steo/pdf/steo_full.pdf) contained two excellent charts
Price range projection, EIA…
The EIA released its monthly energy outlook yesterday which includes a price forecast for 2016 and 2017... Using futures and options markets they also
The bull and bear case for oil… from FT
From the Financial Times, Ed Morse (bear case) and Paul Horsnell (bull case) go at it (may be
Crude options note…
Yesterday’s option volume was heavy with 313,876 trading (average daily volume in 20015 was 156,629)… Feb and March $30 puts were most active with
COT Musings
The Commitment of Traders report released last week continued to show a liquidation of the net length in WTI futures and options by money managers.
WTI options…
Open interest in WTI put options remains most concentrated around the $30 level for futures months in 2016 (there had been some talk about large size
One Market Prediction Is Sure: Wall Street Will Be Wrong
The title is from an excellent article from the underrated business section of the NY
The Recession Caused By Lower Oil Prices… WSJ
While I don't agree with everything in this article from today's Wall Street Journal, it is worth