The EIA put out some nice charts on US energy consumption trends, here...
Oil VIX plummets… WSJ
Here is a chart showing the CBOE’s oil VIX from the Wall Street Journal:
The decade in fracking… WSJ
Rebecca Elliott and Luis Santiago, Wall Street Journal, do a great job summarizing a decade of fracking, here...
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
Asian Exports… The Daily Shot
No surprise here, from the Wall Street Journal’s The Daily Shot:
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





