Given the popularity of last week’s post linking natural gas to Star Wars, I figured I would try to be a one-trick pony squeeze as much mileage out of this one as I could. Since some readers were flabbergasted at the omission of certain characters, here are some new analogies, with the emphasis on the crude complex. » read more
Archive for the ‘Risk Strategy’ Category
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Jan 19 @ 10:58am by Matt Smith in Crude Oil, Global Energy, Risk Strategy
The Analogy Strikes Back
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Nov 3 @ 10:55am by Matt Smith in Global Energy, Risk Strategy
Revertigo
In the TV show ‘How I Met Your Mother’, there is an episode which deals with the condition ‘Revertigo’. This occurs when you are reminded of something from the past, and it triggers you to act like you did at that time. As humorous as it sounds, it is no laughing matter. And it exists as much in commodityland™ as it does in TV shows. So here are a few observations about revertigo in action, through some pics, quotes and quips. » read more
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Aug 25 @ 10:33am by Matt Smith in Crude Oil, Economy, Global Energy, Risk Strategy, risk management
Crude Drivers Collide
This week is shaping up to be more crucial than most for crude oil, as we see some important developments in key price drivers of Black Gold, Texas Tea. So here are some details which have already been gleaned, and some which are yet to be revealed. » read more
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Aug 11 @ 9:36am by Matt Smith in Crude Oil, Economy, Global Energy, Natural Gas, Risk Strategy, risk management
What Would Winston Do?
In times of market turbulence like this, I find it useful to do two things: make simple observations, and seek solace in the wisdom of others. So this week I have turned to the most voracious voice of reason, Winston Churchill, to help me make some sense of this all. This is what he has told me: » read more
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Jul 14 @ 10:55am by Matt Smith in Natural Gas, Risk Strategy, risk management
Talkin Bout A Revolution
Think Tracy Chapman, and not The Beatles. Ok, good deal. Despite the current lackadaisical price action in natural gas, the whole energy market - if not the whole world – is aware that the natural gas revolution is coming. It is just that at the moment…..it sounds like a whisper. » read more
