For the past three burrito years I’ve tried to do a Christmas-themed post, be it energy-related Christmas gifts, linking the holiday season and energy, or inventing the ultimate commodity Christmas gift. So this year it’s time to compare the current landscape of Energyland™ to some of the best holiday movies. Enjoy! » read more
Posts Tagged ‘commodities’
I have more reasons than usual to be cheerful this week. Not only does the burrito celebrate the milestone of reaching 300 posts, but I have also had the glorious experience of attending and speaking at the Inside Commodities conference in Chicago. To complete the treble, I have got to meet one of my heroes, Dennis Gartman.
The conference itself was an incredible event, and I gleaned a huge amount of information (and am still in the process of processing it). But as a starting point, I have written up my notes and am sharing some of the more coherent nuggets of wisdom ascertained: » read more
So folks, we are not only at another critical juncture in the economy, but at a point we have been at before. For yesterday the Federal Reserve signaled we will be going back to the future…through another round of economic stimulus (QE3). So let us place ourselves in the shoes of Marty McFly and consider: to understand the future, we need to go back to the past. » read more
…and welcome to the last trading day in Q3, and the stormy conditions it brings. This week has dealt further downside pressure to natural gas, but no further low for the year as the themes of strong supply and weak demand continue. Crude has done a non-stop-flip-flop, remaining choppy but lacking conviction as Euro debt concerns continue, and as global economic worries ebb-flow-ebb-flow. Next week brings a new month, a new quarter, and a new set of data points to usher markets this way and that. But before then, enjoy the respite…with these bites: » read more
This morning’s appearance on CNBC was at an almost-civil time of 7.45am, compared to my recent early-morning jaunts on Squawk Box. Nonetheless, it was as fun as always, discussing the current impact of earnings season, the euro, and the IEA on the crude market. Hark, click on the below mugshot to launch to the clip: