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November 6, 2019

Jason Bordoff/Bobby Tudor talk Permian, shale, peak oil demand, etc…

In this podcast from Columbia Energy Exchange, Jason interviews Bobby Tudor and it is excellent.... Here are the Episode Notes: The U.S. shale

Category iconCommodity Research

November 6, 2019

U.S. petroleum trade balance… WSJ

From today’s Wall Street Journal, here:

Category iconCommodity Research

November 4, 2019

Flood of oil is coming… NY Times

Clifford Krause begins his excellent article in today’s NY Times with this: “A surge of oil production is coming, whether the world needs it or not.”

Category iconCommodity Research

November 4, 2019

Why the repo market went awry… The Economist

The Economist explains what is happening with fed funds and the repo market, here...

Category iconCommodity Research

November 4, 2019

Saudi Aramco IPO… Bloomberg

Bloomberg’s Matthew Martin, Javier Blas and Archana Narayanan report on valuing Saudi Aramco’s IPO, here...

Category iconCommodity Research

November 2, 2019

World’s greatest investor… WSJ

From Greg Zuckerman, Wall Street Journal, on Jim Simons, here... Adapted from “The Man Who Solved the Market: How Jim Simons Launched the Quant

Category iconCommodity Research

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