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
Hedge funds cut net length… Reuters
John Kemp, Reuters, shows us how much hedge funds have cut net length in petroleum positions, here...
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)
Oil pipeline/refinery map.. CAPP
The Canadian Association of Petroleum Producers put out an excellent map, here...
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
The Big Three… AEI
From the blog Carpe Diem, here:
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
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
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