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Archive for the ‘Capital Markets’ Category

0 Aug 2 2013 @ 7:33am by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, Random

Why China is Twisting My Melon

Twisting my melon‘ is a British phrase to describe being confused to the point of annoyance. The reason I bring it up is because it describes how I feel about China – and particularly in recent weeks – as contrasting and contradictory news have been undermining my convictions about the leading emerging market. So in my quest to untwist said melon, I present henceforth some observations on the matter. » read more

0 May 24 2013 @ 10:35am by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, Natural Gas, Random

Burrito bites

Happy, happy Friday! (and a long weekend to boot!). This past week has seen natural gas uplifted by warmer weather outlooks and LNG export approvals, while crude oil has sold off on central bank shenanigans as the fundamental backdrop continues to provide little reason to rally strongly. As the weekend beckons, kick back and relax with a bunch of new(s) snacks: » read more

0 Apr 25 2013 @ 3:13pm by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, risk management

Dot-to-Dot-to…Not?

My favorite moment of the working day is doing a dot-to-dot. And it happens every morning, after booting up my computer; I look across the various asset classes, and start connecting the dots.

After the first few screens, it becomes progressively easier to predict what is coming next: dollar down = risk on, equities up = bond prices down, risk off = metals down. But joining the dots has gone askew recently. So from the starting point of mortgage rates to a crude conclusion, here’s how joining the dots isn’t as simple as going from A to B. » read more

2 Mar 28 2013 @ 1:27pm by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, Natural Gas

Rise of the Guardians

So I wanted to write an Easter-related post and my mind immediately jumped hopped straight to ‘Rise of the Guardians‘  – my most recent encounter of the Easter Bunny (via my kiddos). So from Santa to Sandman and beyond, here is the rise of the guardians…. in energyland™.  » read more

1 Mar 8 2013 @ 6:32pm by Matt Smith in Biofuels, Capital Markets, Crude Oil, Economy, Global Energy, Natural Gas, Risk Strategy

Ernest and Gina Go To Washington

In a world of acronyms, President Obama announced this week (FYI, ICYMI) his nominees to head up the DOE and EPA. Pending confirmation by the Senate, Ernest and Gina will be going to Washington*. » read more