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September 24, 2018

Tumbling currencies, growth rates solid… The Economist

From The Economist: “A person returning from Mars would assume that something horrible had happened in the region, says Chris Wood of CLSA, a

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September 24, 2018

The Mystery of Missing Hedge-Fund Performance… Ritholz

Barry Ritholz, The Big Picture, has a great post on underwhelming  hedge fund performance, here... Here is one of 5 theories he lists (do read the

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September 24, 2018

Brent benchmark set for revamp… Bloomberg

Javier Blas, Dan Murtaugh and Sherry Su, Bloomberg, write here... “S&P Global Platts, the agency that sets the industry standard for the

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September 24, 2018

Tight or well-supplied?… Reuters

Clyde Russell, Reuters, summarizes the OPEC meeting nicely, here... “But the rise in prices doesn’t seem to be an issue for Saudi Arabia, with

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September 24, 2018

Russia overtakes the US in wheat exports… WSJ

When I worked at the USDA in the early 80’s, we tried to figure out how much wheat the USSR needed to import... Here is the WSJ:

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September 21, 2018

East Coast refiners receiving more domestic crude from the Gulf Coast… EIA

From the EIA’s Today in Energy, here... “Since mid-2017, the East Coast has been receiving as much crude oil by tanker and barge from the Gulf

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September 21, 2018

WTI put spreads?

What looked like a large volume put spread traded yesterday in WTI options...  Around 18,000 November 66/65 puts traded yesterday... Note the change

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September 19, 2018

Chart book… The Daily Shot

It’s always worthwhile to take a look at the Wall Street Journal’s “The Daily Shot” here...  And, here are two of many interesting charts: This

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September 18, 2018

OPEC net oil revenues… EIA

The EIA’s Today in Energy has some nice charts showing OPEC revenues here:  

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