Bloomberg does a nice job describing how the OPEC deal came to fruition
Wealth Transfer… CarpeDiem
The Carpe Diem blog (https://www.aei.org/publication/blog/carpe-diem/) put together a nice chart showing the share of consumer spending on
OPEC Skepticism… WSJ
The WSJ lists 5 reasons why an OPEC deal on production cuts may not be long term bullish... Here is one of them: "The group proposed cutting its
This Week In Petroleum… EIA
The EIA summarizes their weekly numbers released yesterday in a report called This Week In Petroleum found
Buy, Hold & Lose, Commodity Roll… Bloomberg
Bloomberg does a nice job describing some problems with investing in "long only" commodity strategies
Oil Prices Slide… WSJ
There was some talk of a deal to cut production by a million barrels... I like their attitude... If you can't get a deal to freeze production, go for
How Oil’s Fall Has Flummoxed Forecasters… WSJ
From the WSJ: "Since the price of oil began its decline in mid-2014, analysts at major investment banks have struggled to accurately predict its
The Real Game of Thrones… The Economist
The Economist does an excellent job laying out the Saudi family tree
More on Mexico’s Oil Hedge…
The most recent OPEC market report has a short piece on Mexico's oil hedging program here (page