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August 10, 2019

Oil prices rise… Reuters

Stephanie Kelly, Reuters, includes a nice chart in her excellent piece explaining Friday’s oil price move, here... “Oil prices rose more than $1 a

Category iconCommodity Research

August 10, 2019

The IEA’s Monthly Oil Market Report, Summary… IEA

Here is the IEA on oil demand: "Oil demand growth estimates have already been cut back sharply: in 1H19, we saw an increase of only 0.6 mb/d, with

Category iconCommodity Research

August 10, 2019

Updated vol chart, WTI…

The high of the year is still January 2nd, settling at 53%, the low, on April 18th, 22.1... Friday settled at 32.2...

Category iconCommodity Research

August 9, 2019

Gross debt position… IMF

The US shares the honor of “gross debt over 100% of GDP” with an interesting group of countries.... Here is the heat map from the IMF:  

Category iconCommodity Research

August 8, 2019

A conversation with NYU’s Aswath Damodaran…

Victor Haghani interviews NYU professor Aswath Damodaran and its excellent... Here is a small piece: “And let’s face it, most active investing is

Category iconCommodity Research

August 7, 2019

Optimist or pessimist?

Someone (s) bought/sold about 2,000 Dec $20 puts (2020)...  Maybe a market maker protecting a short put positions at higher strikes?  Here is the

Category iconCommodity Research

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