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August 10, 2020

Implied vol update…

Mean reversion is working! Except there is no one left to take advantage...  Implied vol in WTI options has dropped sharply as futures move mostly

Category iconCommodity Research

August 10, 2020

Ritholtz interviews Simon Hallett…

I’m very impressed with recent Ritholtz podcasts, especially the ones talking about the current investing environment... “Bloomberg Opinion

Category iconCommodity Research

August 10, 2020

Utility-scale battery storage continues upward trend… EIA

From the EIA’s Today in Petroleum:

Category iconCommodity Research

August 6, 2020

US Oil Stocks… EIA

Crude oil stocks decline, distillates continue to rise... from This Week in Petroleum...

Category iconCommodity Research

August 4, 2020

The Jones Act… National Review…

The Jones Act distorts energy movements as Mario Loyola, National Review, explains... ”Shipping a barrel of oil from the Gulf Coast to the

Category iconCommodity Research

August 3, 2020

Ritholtz interviews Simon Hallett…

Barry Ritholtz does an excellent job interviewing CIO, Simon Hallett, here... ”Bloomberg Opinion columnist Barry Ritholtz speaks with Simon

Category iconCommodity Research

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