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News

December 24, 2019

US energy consumption… EIA

The EIA put out some nice charts on US energy consumption trends, here...

Category iconCommodity Research

December 24, 2019

Oil VIX plummets… WSJ

Here is a chart showing the CBOE’s oil VIX from the Wall Street Journal:

Category iconCommodity Research

December 19, 2019

The decade in fracking… WSJ

Rebecca Elliott and Luis Santiago, Wall Street Journal, do a great job summarizing a decade of fracking, here...

Category iconCommodity Research

December 18, 2019

Historical/implied vol divergence, WTI…

Implied and historical (realized) volatility have diverged recently... Higher prices due to expected fewer OPEC barrels, perhaps a better world

Category iconCommodity Research

December 18, 2019

Asian Exports… The Daily Shot

No surprise here, from the Wall Street Journal’s The Daily Shot:

Category iconCommodity Research

December 18, 2019

Copper/Gold ratio as a predictor of rates… Bloomberg

Katherine Greifeld, Bloomberg, quotes hedge fund manager Jeffery Gundlach, here.... “Rallying copper tends to indicate demand for home-building and

Category iconCommodity Research

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