Monthly Archives: April 2026

The $50 Disconnect: Why Physical Oil is Screaming While Futures Whisper

The global oil market is currently flashing a “code red” for portfolio managers and energy traders. While headline futures remain relatively anchored, the physical market is screaming of a systemic shortage. As reported by the Financial Times, a desperate scramble … Continue reading

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Masters Week: A Chip Better Than Semis

“Here it comes. Oh my goodness. In your life have you seen anything like that?” — Vern  Lundquist, 2005 Masters

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Traffic in the Strait

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Masters Week: Jack and German POWs (BFTP)

BFTP: Blast From The Past Originally Posted on April 8, 2013 Answer to yesterday’s Masters quiz question: Anthony Kim posted 11 birdies in the second round of the 2009 Masters. German WWII POWs Here’s some more 19th hole fodder to … Continue reading

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S&P500 Key Levels

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Asia’s “Strait” Jacket

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True Trump Derangement Syndrome

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Oil Shock Therapy – When WTI Breaks the World Order

The oil market just delivered one of those “stop what you’re doing” moments: U.S. benchmark WTI trading at a premium to Brent. That’s not just unusual, it’s a signal flare for acute market dislocation. What Happened (and Why It Matters) … Continue reading

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