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June 13, 2019

The market is almost always wrong… John Cochrane

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

Category iconCommodity Research

June 13, 2019

Monthly oil imports from OPEC fall to 30 year low… EIA

From the EIA’s excellent series, “Today in Energy”, here...  

Category iconCommodity Research

June 13, 2019

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

Category iconCommodity Research

June 12, 2019

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

Category iconCommodity Research

Commodity Research Group Podcast Logo

June 12, 2019

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

Category iconCommodity Research,  Monthly Oil Market Report,  Podcast Tag iconAndy Lebow,  eia,  Jim Colburn,  monthly oil report,  oil,  oil prices,  opec,  podcast

June 11, 2019

Just How Tight is the Labor Market?… WSJ

Jeffrey Sparshott, WSJ, charts the JOLTS data, here...

Category iconCommodity Research

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