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November 5, 2018

ConEd gets approval for natural gas demand response pilot program… EIA

Rising natural gas demand meets no new gas pipelines... Here is the EIA: ”Con Edison estimates that, by the winter of 2023–2024, its firm pipeline

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November 5, 2018

Hedge funds cut net length… Reuters

John Kemp, Reuters, shows us how much hedge funds have cut net length in petroleum positions, here...

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November 2, 2018

Giving up on the Dec19 $100 call?

While traders’ motives can never be certain without direct knowledge, yesterday’s trading activity in Dec19 $100 calls seem to indicate some (or one)

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November 1, 2018

Oil pipeline/refinery map.. CAPP

The Canadian Association of Petroleum Producers put out an excellent map, here...

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November 1, 2018

US monthly crude oil production exceeds 11mbd in August… EIA

This from the Energy Information Agency’s Today in Energy, here: ”U.S. crude oil production reached 11.3 million barrels per day (b/d) in August

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October 31, 2018

The Big Three… AEI

From the blog Carpe Diem, here:

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October 30, 2018

Hedge Funds Lose Conidence in Oil… WSJ

While reading this article, I kept thinking, are hedge funds biased toward buying oil?  Yes, the “long-only” strategies probably dwarf “short-only

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October 30, 2018

S&P 500 intraday range… The Daily Shot

Option traders look at things like implied volatility or historical volatility, but a simple tracking of the intraday range is helpful... Here is the

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October 29, 2018

The Agony of the Value Investor… The Economist

Value investors are compared to Met fans in the excellent article from,The Economist, here: “One of the worse things about a losing streak, noted

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