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February 8, 2017

Supply/Demand Balance This Year and Next…EIA

The EIA released its monthly Short Term Energy Outlook yesterday: http://www.eia.gov/outlooks/steo/pdf/steo_full.pdf "Implied global petroleum and

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February 8, 2017

Tyler Cowan on the VIX…

Tyler Cowen is surprised the VIX is so low (lowest since 2007): "How can that be? Not to mention a high Dow. The consensus view is that the

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February 7, 2017

How the Bogle Model Beats the Yale Model… Ben Carlson

Ben Carlson at "A Wealth of Common Sense" shows how a simple, low cost approach to investing can beat the smart folks: "These funds are

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February 6, 2017

Signs of Shift in Oil Balance Draw Investors Back In… WSJ

I would probably change the headline to "Expected Shift in Oil Balance..", and suggest that the high level of long speculators are actually looking

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February 5, 2017

Money managers most bullish ever… Bloomberg

This is data from the CFTC organized by Bloomberg: "Money managers are the most bullish ever on West Texas Intermediate crude for a second week

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February 2, 2017

Oil Wavers Despite OPEC Cuts… WSJ

Tim Puko does a nice job laying out the bullish/bearish case here http://www.eia.gov/petroleum/weekly/ "No amount of oil put in storage in the U.S.

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