Here is the Wall Street Journal's excellent chart series called the Daily Shot showing the CRB price index and the dollar index with this
Bull market…
in Spring wheat... (My first job in commodities was a a grains analyst for the World Agricultural Outlook Board, at the USDA, and still
Presentations from the EIA’s annual energy conference are online…
Some day I'll make to this: https://www.eia.gov/todayinenergy/detail.php?id=31872#
Analysts get it wrong… Bloomberg
Is this news? (We've all been here)... The Bloomberg article picks on Goldman, but, of course, there are many: "Across the globe, traders have been
US exports of crude oil and petroleum products…EIA
They have doubled since 2010... From the EIA's Today in Energy:
Investors Still Own Worst Enemy… DALBAR
The Big Picture posted the graph below taken from Index Fund Investors which in turn cites DALBAR... And here are annual returns averaged over
Hedge funds cut bullish bets on oil… Kemp, Reuters
John Kemp, Reuters, updates hedge fund net positions in week ending June 20th: Here is the Kemp article:
West Texas Drillers squeezed… Houston Chronicle
Lower oil prices and rising costs are squeezing West Texas drillers reports the Houston Chronicle: "The average oil well in the prolific region
Plastics…WSJ
The shale revolution is leading to a boom in the production of plastics... Here is the WSJ: "That boom in drilling has expanded the output of oil