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February 6, 2017

Signs of Shift in Oil Balance Draw Investors Back In… WSJ

I would probably change the headline to "Expected Shift in Oil Balance..", and suggest that the high level of long speculators are actually looking

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February 5, 2017

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

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February 2, 2017

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.

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February 2, 2017

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

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February 1, 2017

Emissions trading… Stig Schjolset

Emissions trading have not been too successful in reducing carbon but Stig Schjoleset remains optimistic... First some background: "Currently,

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February 1, 2017

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

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January 30, 2017

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

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January 28, 2017

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,

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January 28, 2017

Risk vs. return.. Ritholz

From Ritholz, a long term perspective of risk vs. return for various asset classes: http://ritholtz.com/blog/    

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