Alex Kimani, Oilprice.com, lays out a bullish case for oil, here... “#1. Covid-19 Vaccines A big reason why the energy sector ranks has emerged as
Larry Summers on the stimulus bill… Bloomberg
Larry Summers has an excellent piece on the stimulus bill, here... “The data are striking. Total employee compensation is now running only about $30
Agriculture Industry, carbon… WSJ
Jacob Bunge, Wall Street Journal, has a nice piece of farmers using their lands as a carbon sink in order to earn cash, here... “U.S. farmers make
Major asset returns… Charlie Bilello
Here is Charlie Bilello’s “quilt” of major asset returns... As a commodities guy, I guess I should feel depressed... These are long only strategies:
Forecasting the stock market… NYTimes
Jeff Sommer pans the Wall Street experts who forecast the stock market, here... “It would be unfair to highlight the forecasts for this bizarre year
WTI skew…
Our colleague Billy Perlman put together these charts showing the skew of WTI options year-to-date... Using the eyeball test, the skew looks highly