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July 23, 2019

Natural gas options, long term implied vol…

Here is a long term chart of natural gas implied volatility.... I track mostly the second nearby, at the money option... The data go back to June of

Category iconCommodity Research

July 23, 2019

Something both parties can agree to… WSJ

... raising the debt... Here is the Wall Street Journal’s Real Time Economics commenting on the deal: The deal would suspend the debt ceiling

Category iconCommodity Research

July 23, 2019

Tough to beat the average…

Timothy Taylor, The Conversable Economist, looks at University endowments, here... “On average, institution with endowments above $1 billion also

Category iconCommodity Research

July 22, 2019

A tale of two technologies…

Here is the Houston Chronicle: ”Chinese-owned Surge Energy made a small piece of history in the Permian Basin of West Texas — drilling the longest

Category iconCommodity Research

July 21, 2019

Opposite of Conventional Wisdom… The Irrelevant Investor

From The Irrelevant Investor, here... (Do read the whole thing)...    

Category iconCommodity Research

July 19, 2019

Greg Is is bearish on China…. WSJ

Greg Ip, WSJ, says the China model is running out of gas, here... ”New data showing the toll trade tensions are taking on China’s economy are

Category iconCommodity Research

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