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August 29, 2016

Crude oil implied vol update…

Implied volatility for WTI crude oil futures settled at 33.4% on Friday... The long term average implied vol since options began trading on the NYMEX

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August 29, 2016

Some real contrarian thinking… Business Insider

Jim Rogers is highlighted in this BusinessInsider article: ""If we all bought North Korean currency, we'd all be rich someday," Rogers

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August 26, 2016

Updated inflation nowcast… Cleveland Fed

Here is the Cleveland Fed's inflation nowcast (love the nowcasts!) for Q3, updated yesterday: Even on a "core" basis, the Fed's inflation targets

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August 26, 2016

Iran’s struggles to ramp up production… WSJ

The Wall Street Journal does a nice job laying out problems Iran has faced in an effort to ramp up oil production:

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August 24, 2016

Housing Market Starting to Look Healthy… NYTimes

Yesterday's new homes sales report triggered this entry in the NYTimes blog Upshot:  (http://www.nytimes.com/2016/08/24/upshot): "... a new report

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August 23, 2016

A flow of funds explanation of oil prices… Reuters

Reuters' John Kemp uses flows of hedge funds to explain recent oil price movement

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