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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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March 8, 2016

8 things…Fuel Fix

Matt Smith, from Fuel Fix, does a nice job summarizing some current events in energy

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March 7, 2016

Optionality…

This article, http://www.reuters.com/article/us-oil-trading-lawsuit-insight-idUSKCN0W90EH, from Reuters is about a law suit between BP and NARL

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March 4, 2016

Gasoline Demand Flying in China,US and India. Asia gasoline deficit predicted

An interesting article published by Reuters recently speculated that high demand for gasoline by China and India could place Asia into a region of

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