The Wall Street Journal ha a nice chart showing net length of money mangers in Brent crude oil here: "Managed-money accounts increased the
Howard Marks talks to Barry Ritholz on a recent Masters in Business podcast…
Mostly excellent: https://www.bloomberg.com/news/audio/2017-02-17/interview-with-howard-marks-masters-in-business-audio
Worst Gasoline Glut in 27 Years… WSJ
The Wall Street Journal writes about the gasoline glut: "U.S. gasoline consumption plummeted last month, nearly matching a 15-year low, government
Sinochem investing in Noble… Bloomberg
Bloomberg reports that Chinese state-run Sinochem is in talks with commodity trader Noble: "The Asian nation’s state-run Sinochem Group is said to
Falling correlations across asset classes…WSJ
The Wall Street Journal cites a Morgan Stanley study: "Cross-asset correlation recently fell to its lowest level since 2006, according to a Morgan
Automation reducing employment on Wall Street…
From MIT Technology Review: "At its height back in 2000, the U.S. cash equities trading desk at Goldman Sachs’s New York headquarters employed 600
OPEC’s Monthly Oil Report…
Released today, OPEC's Monthly Oil Market Report contains some nice summary tables... Here is OPEC production in January based on secondary
US energy trade with Mexico… EIA
The EIA has a nice piece on trade with Mexico here... "The bilateral energy trade situation with Mexico has changed significantly in recent years.
Our latest podcast on energy markets…