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March 10, 2016

Volatility Managed Portfolios…

A long time ago, while working at EDF Man (ok a long, long time ago), I had a conversation with a futures fund manger who managed a few billion

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March 10, 2016

Why we love studying markets…

Today the ECB announced an aggressive monetary policy and, after a head fake, the Euro/Dollar strengthened? The chart is from barchart.com...

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March 10, 2016

Missing Barrels… Reuters

This story is going around: "Of the 1 billion barrels reportedly produced but not consumed, roughly 420 million are being stored on land in member

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March 10, 2016

Supply/Demand…

The Wall Street Journal has a nice summary of what's been going on in  oil markets

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March 9, 2016

Monthly U.S. Oil Production..

From the EIA, (http://www.eia.gov/todayinenergy/detail.cfm?id=25292):

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March 8, 2016

Still valid questions..

The EIA released its monthly Short Term Energy Outlook earlier today.  Two charts may temper bullish sentiment by showing continued stock builds

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