Here is John Cochrane, The Grumpy Economist, commenting on Torsten Slok’s graph: “Torsten Slok at DB updates this lovely graph on occasion. Here's
Monthly oil imports from OPEC fall to 30 year low… EIA
From the EIA’s excellent series, “Today in Energy”, here...
S&P 500 vs. Yale’s endowment… Morningstar via The Big Picture
John Rekenthaler, Morningstar, discusses the recent performance of Yale’s endowment, here... ”The fund's reputation, however, owes to its earlier
Supply/Demand balance… EIA
Here is the supply/demand balance from the EIA’s Short Term Energy Outlook released earlier this week: Note the expected stock draw for this
Podcast: June 2019 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Just How Tight is the Labor Market?… WSJ
Jeffrey Sparshott, WSJ, charts the JOLTS data, here...





