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November 27, 2017

Rubin interviews Swensen….

and it is excellent! https://youtu.be/lmHgg3-REl0  

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November 26, 2017

Over-Achieving OPEC… WSJ

OPEC may be doing too much suggests the Wall Street Journal: ”The Organization of the Petroleum Exporting Countries’ 14 members and other major

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November 25, 2017

The treasury curve flattens… The Daily Shot

Within the many charts displayed in The Daily Shot there are some excellent ones that show the flattening yield curve: Also from The Daily

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November 25, 2017

5 Economic Reasons to be Thankful… Calculated Risk

Here is one of them from Calculated Risk:

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November 22, 2017

US gasoline prices ahead of Thanksgiving are higher than previous two years… EIA

The EIA shows average gasoline prices are higher this Thanksgiving:  

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November 22, 2017

Oil moves higher…

The Wall Street Journal explains: ””The market’s focus on the OPEC meeting [on Nov. 30] has been temporarily disrupted, with prices supported by

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November 21, 2017

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November 20, 2017

Record bullish positions by hedge funds… Kemp

John Kemp puts out a weekly chart book which illustrates how very long hedge funds are in the energy complex:  

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November 18, 2017

Fed GDP Nowcast updates…

Both Fed nowcasts estimate Q4 GDP to over 3%... Here is the Atlanta Fed: And here is New York:        

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