I would probably change the headline to "Expected Shift in Oil Balance..", and suggest that the high level of long speculators are actually looking
Money managers most bullish ever… Bloomberg
This is data from the CFTC organized by Bloomberg: "Money managers are the most bullish ever on West Texas Intermediate crude for a second week
Oil Wavers Despite OPEC Cuts… WSJ
Tim Puko does a nice job laying out the bullish/bearish case here http://www.eia.gov/petroleum/weekly/ "No amount of oil put in storage in the U.S.
US Oil Stocks… This Week in Petroleum, EIA
From the EIA's This Week in Petroleum (http://www.eia.gov/petroleum/weekly/) we pulled the charts showing US oil, gasoline and distillate stocks
Emissions trading… Stig Schjolset
Emissions trading have not been too successful in reducing carbon but Stig Schjoleset remains optimistic... First some background: "Currently,
Boring oil…
From the WSJ: "Prices have been in a tight range of $50 to $55 a barrel for much of the past month, as traders weighed OPEC’s cut against a rebound
Hedge funds betting on rebalancing… Kemp/Reuters
John Kemp points out in a Reuters article that hedge funds are betting that markets are rebalancing and moving toward backwardation... These traders
OPEC is cutting… Bloomberg
From Bloomberg: "Oil supplies from OPEC are plunging this month as the group implements production cuts aimed at erasing a global surplus,
Risk vs. return.. Ritholz
From Ritholz, a long term perspective of risk vs. return for various asset classes: http://ritholtz.com/blog/