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September 26, 2018

Refinery runs down sharply… EIA

The EIA reported U.S. refiner net input of crude dropped by 901,000 bpd... Here is a historical perspective: Here is the link:

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September 26, 2018

Highest summertime electricity prices in western US since 2008… EIA

The EIA’s Today in Energy has a nice piece describing what happened to power prices out West during the summer: “As a result of record-high

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September 25, 2018

Permian pipeline woes about to ease…. The Motley Fool

Mathew DiLalllo, The Motley Fool, writes that help is on the way, here... ”Plains All American is building oil pipelines in the Permian as fast as

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September 25, 2018

Record Brent options volume… Bloomberg

Alex Longley, Bloomberg, reports: ”ICE Brent options was record, at ~274k lots.  Call volumes also reached record at 191k lots, with more than 2

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September 24, 2018

Tumbling currencies, growth rates solid… The Economist

From The Economist: “A person returning from Mars would assume that something horrible had happened in the region, says Chris Wood of CLSA, a

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September 24, 2018

The Mystery of Missing Hedge-Fund Performance… Ritholz

Barry Ritholz, The Big Picture, has a great post on underwhelming  hedge fund performance, here... Here is one of 5 theories he lists (do read the

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