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June 3, 2016

Atlanta Fed’s GDPNow unchanged….

After this morning's job report, I thought the Atlanta Fed's model might be renamed ApocalypseNow, but their estimate for 2Q GDP is unch at

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June 3, 2016

Changes Are Coming… al-Falih, NYTimes

Here is a very good story into the thinking of Saudi Arabia's oil minister

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June 3, 2016

Iranian Minister Gains Influence… WSJ

Gaining influence in a severely weakened organization: "Iran's oil minister has taken on a more powerful role among the world’s biggest energy

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June 2, 2016

The gamed nature of earnings estimates… Bianco

From James Bianco, via Ritholz (http://ritholtz.com/2016/06/historical-look-earnings/): "In a nutshell, analysts often offer more optimistic earnings

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June 1, 2016

Giant Oil Trader Vitol…. Bloomberg

Lots of good stuff in Bloomberg's article about Ian Taylor and Vitol

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May 31, 2016

Oil price forecasts… WSJ

Here is a look at a WSJ survey of investment banks' oil price estimates: Here is the link:

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