While reading this article, I kept thinking, are hedge funds biased toward buying oil? Yes, the “long-only” strategies probably dwarf “short-only
S&P 500 intraday range… The Daily Shot
Option traders look at things like implied volatility or historical volatility, but a simple tracking of the intraday range is helpful... Here is the
The Agony of the Value Investor… The Economist
Value investors are compared to Met fans in the excellent article from,The Economist, here: “One of the worse things about a losing streak, noted
Saudi oil capacity tested… The Economist
The Economist discusses whether Saudi Arabia can make up for lost Iranian exports, here: “Even if Saudi Arabia wants to fill the gap left by Iran,
Venezuela’s oil production… WSJ
The Wall Street Journal’s The Daily Shot has a couple of interesting charts that are self explanatory, here:
Macro Musings podcast…. David Beckworth
Here are two recent and very good podcasts from David Beckworth: First with Robert Kaplan, here... “Rob Kaplan is the President and CEO of the