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February 17, 2018

Cross-asset correlations…

The CME has a nice analytics tool, here, that shows-cross asset correlations over time... Here is the one month matrix for selected

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February 17, 2018

Guess who was on the wrong side of the VIX?

Here is the Wall Street Journal: ”More recently, some of these investors also made big, unpublicized wagers seeking to benefit from what had been

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February 16, 2018

Oil, wheat, sand bottlenecks in Canada… Bloomberg

Here is Bloomberg: ”The nation’s biggest railways haven’t been able to deliver enough cars after harsh winter conditions and as a sudden boom in

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February 14, 2018

It’s not easy being green…

Mark J. Perry on the lack of gas pipelines in

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February 14, 2018

OPEC production, supply/demand…

The tables below are from OPEC’s Monthly Oil Market Report, released on Monday... Note the two production numbers in January for Venezuela, 1,600 from

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February 13, 2018

The LOOP is testing the exporting of crude… WSJ

The LOOP is testing the process of exporting oil... This, from the Wall Street Journal’s, Alison Sider: ”A supertanker recently pulled up to the

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