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October 31, 2019

Giving up on steep backwardation for 2020?

Yesterday, a strip of one month spread options on $1.50 calls in 2020 were liquidated... While we don’t know for sure the motivation behind the trade

Category iconCommodity Research

October 30, 2019

Saudi Arabia, carbon trading, capture… Reuters

Who knew? ”We will come soon with a suggestion on carbon trading that would be a fair carbon trading system ... And I think it will work,” Prince

Category iconCommodity Research

October 30, 2019

Algos gone wild… WSJ

Alexander Osipovic, Wall Street Journal, has an excellent piece on some unintended consequences of algorithmic trading, here... “The episode was

Category iconCommodity Research

October 29, 2019

Sunday linkfest… Abnormal Returns

From the always excellent Tadas Viskanta, Abnormal Returns, here...

Category iconCommodity Research

October 29, 2019

Commodities/equities ratio… WSJ

The Wall Street Journal’s “The Daily Shot” includes a chart that suggests commodities are undervalued vs. equities... Is this a meaningful

Category iconCommodity Research

October 28, 2019

From the file of unintended consequences…

Economic analyses can drive one batty sometimes, but here is a study which suggests a “first do no harm” approach for public policy... The paper, “Be

Category iconCommodity Research

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