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August 25, 2019

World historical gdp… Carpe Diem

Interesting chart from Carpe Diem, here... a very long term perspective...

Category iconCommodity Research

August 24, 2019

WTI options update…

Put volume picked up a bit yesterday compared to calls, but still was light over all... And what seems to happen often, on sharp down days, puts do

Category iconCommodity Research

August 23, 2019

Bonds in Neverland… Dr. Ed

Ed Yardeni has a nice piece on bonds, here... I was reminded how hard forecasting is when I read this part: ”During 2018, when the 10-year US

Category iconCommodity Research

August 22, 2019

Hess Has Been 2019’s Top Oil and Gas Stock… WSJ

Here is the Wall Street Journal’s Bradley Olsen: “Hess Corp. HES 3.56% has emerged as the best-performing U.S. oil company this year. The reasons

Category iconCommodity Research

August 22, 2019

West African oil hits sweet spot… Reuters

“African states like Chad and Cameroon are shaping up to be big winners from new rules to cut sulfur emissions from ships, providing just the right

Category iconCommodity Research

August 21, 2019

U.S. oil stockpiles up 1.58M barrels, above estimated 2.5M drop

From BNN Bloomberg: Andrew Lebow, senior partner at Commodity Research Group, discusses the rise in oil inventories in the U.S. He also discusses

Category iconCommodity Research

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