Category Archives: Crude Oil

Chart of the Day: Euro Oils Play Catch-up

Posted on January 16, 2011 by macromon

Big move in some of the European integrated oils last week.  Some have underperformed their American competitors by as much as 30-40 percent, which is more than explained by a weaker Euro.  If the market has been pricing a sovereign … Continue reading →

Posted in Commodities, Crude Oil, Equities, Euro | Tagged , , | Leave a comment

Greatest Arb Ever: Cracking Gas into Big Macs

Posted on January 12, 2011 by macromon

OK, time for a little fun.  You can try this and let us know if it works. Almost everything today comes down to energy, right? The rise in food prices is really nothing more than an energy problem.   After all, … Continue reading →

Posted in Commodities, Crude Oil, Economics, General Interest | Tagged | 5 Comments

What You’re Paying For in a Gallon of Gas

Posted on January 12, 2011 by macromon
Posted in Commodities, Crude Oil | Tagged | 1 Comment

Chart of the Day

Posted on January 12, 2011 by macromon

This chart is a CRACK up, but not for drivers and the economy.  Where’s the “tipping point“?

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Gold a Bubble? Think Again!

Posted on January 12, 2011 by macromon

Think gold is a bubble driven only by animal spirits and speculation?  We think not and have consistently maintained the fundamental driver of gold has been the massive accumulation of foreign exchange reserves by global central banks and their need … Continue reading →

Posted in BRICs, Commodities, Crude Oil, Gold | Tagged , | 13 Comments

Direction of Crude Oil? Watch the Trannies…

Posted on January 6, 2011 by macromon

This is a great piece and chart by Rigzone sent to us by Dougie, one of the smartest energy hedge fund energy traders out there.  You should know by now that canaries are our favorite bird, with the Hang Seng index … Continue reading →

Posted in Commodities, Crude Oil | Tagged , , | 1 Comment

Risk 2011: Fate of Commodities in China’s Hands

Posted on January 4, 2011 by macromon

We begin our analysis with a little perspective on how we view the crisis.   The pre-crisis global aggregate demand was primarily driven by an over leveraged U.S. consumer, who was spending “fake wealth” created by a housing bubble financed by … Continue reading →

Posted in Black Swan Watch, China, Commodities, Credit, Crude Oil, Equities, Monetary Policy, Sovereign Risk | Tagged , , , , | Leave a comment

China Rate Hike: Four Markets to Watch

Posted on December 26, 2010 by macromon

Fearsome Foursome We’re watching the reaction in four markets to gauge how the Christmas gift from the Kings of the East will affect global risk appetite.   The People’s Bank of China increased both the benchmark lending rate by 25 basis … Continue reading →

Posted in Black Swan Watch, BRICs, Commodities, Crude Oil, Equities, Monetary Policy | Tagged , , , , , , , , , , | Leave a comment

Increase in Petroleum Deliveries Signals Stronger Economy

Posted on December 20, 2010 by macromon

A good friend and one of the best energy hedge fund managers sent this over this morning. It is from Downstream Today.com, Total U.S. petroleum deliveries (a measure of demand) increased 6.5 percent in November compared with November 2009, evidence … Continue reading →

Posted in Crude Oil, Economics, Energy | Tagged , , , | Leave a comment

U.S. Energy Use Flowchart

Posted on December 16, 2010 by macromon

Click chart for better resolution. A quad is a unit of energy equal to 1015 (a short-scale quadrillion) BTU,[1] or 1.055 × 1018 joules (1.055 exajoules or EJ) in SI units. The unit is used by the U.S. Department of … Continue reading →

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