The financial times published this chart which shows commodity returns (long only strategy) compared to other assets: Here is the link:
Lost output in Nigeria… WSJ
The Wall Street Journal writes about supply disruptions in Nigeria caused by the Niger Delta Avengers: "“It is different this time,” said Dolapo Oni,
How China Fell Off the Miracle Path… NYTimes
Here are some disturbing charts from a recent NYTimes article
Crude oil implied volatility settles back to long term average…
The recent OPEC meeting did little to stop implied volatility's recent downward trend... Here is the chart: Friday's implied vol settled at 34.4
Natural Gas Prices Surge..WSJ
The Wall Street Journal reports that natural gas prices are moving higher with help from technical speculators: "Natural-gas prices surged to a new
Schwartzman on oil prices….
Steve Schwartzman, CEO of Blackstone, on oil prices, via Business Insider: "Let's just take energy first because it's in the news a lot. And talk
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
Changes Are Coming… al-Falih, NYTimes
Here is a very good story into the thinking of Saudi Arabia's oil minister
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