Archive for the ‘Economy’ Category

4 Jan 30 2015 @ 11:43am by Matt Smith in Crude Oil, Economy, risk management

Chuck Bucks!

The price drop we have seen at the pump in recent months has been nothing short of spectacular. It has provided the equivalent of a huge tax cut to the US consumer, considerably boosting disposable income (chuck bucks!*). But as my fellow countryman Geoffrey Chaucer said some 640 years ago, all good things must come to an end. So as retail gasoline prices begin their seasonal ascent, let us assess the impact of their precipitous plunge, and what it means looking ahead:  » read more

3 Jan 20 2015 @ 11:16pm by Matt Smith in Crude Oil, Economy, Global Energy

What I Think About When I Think About Crude

Japanese novelist Haruki Murakami was so consumed by running he combined two of his loves to write a book called ‘What I Talk About When I Talk About Running‘. Although an odd concept, it’s actually quite a compelling read.  Not only did I think this title was really great (although paraphrased from Raymond Carver), but it also reminded me of my own rather obsessive compulsions. So here are some of the things that I currently think about when I think about crude oil. » read more

0 Dec 15 2014 @ 7:11am by Matt Smith in Crude Oil, Economy, Global Energy

File Under: Winging It

Aside from winging it with a quick bit of airline analysis at the end, Thursday’s appearance on Fox Business was a one-and-done affair in terms of questions, as a fast-paced segment covered a lot of ground in a short period. Hark, click on the mugshot below to launch to the clip:

6 Nov 11 2014 @ 12:50pm by Matt Smith in Economy, Global Energy

Energy Trends in Africa

While I have written posts on Nigeria and regularly referenced Libya in the last half decade on the burrito, I know very little about most of Africa when it comes to energy. So it was interesting to sift through this comprehensive report from the IEA to get a better understanding of some of the broader energy trends underway. Henceforth are my ten top takeaways: » read more

0 Nov 2 2014 @ 9:49pm by Matt Smith in Crude Oil, Economy, Global Energy

I Forget Where We Were

One of my favorite songs of this year is ‘I Forget Where We Were‘ by Ben Howard (complete with quirky guitar playing – hark, left). The song’s title has been resonating with me recently as I get a wee bit reflective as we approach the twilight of an eventful year. So much has happened across currency markets, it is easy to forget where we were. So here is a simple summation of some of the more wild and wacky rides for certain currencies, and how – naturally – all paths lead back to energy.    » read more