Category Archives: Energy

Creative Destruction 3.0 Meets Roaring ’20s 2.0

Creative destruction refers to the incessant product and process innovation mechanism by which new production units replace outdated ones. It was coined by Joseph Schumpeter (1942), who considered it ‘the essential fact about capitalism’. The process of Schumpeterian creative destruction … Continue reading

Posted in Economics, Employment, Energy, Policy, Politics, Technology | Tagged , , , | Leave a comment

Venezuela: Failed Petrostate & The Roosevelt Corollary

Interesting piece in The Hill yesterday on Venezuela by former U.S. Senator Judd Gregg, Venezuela, the Monroe Doctrine and the Roosevelt Corollary.   A must read for those interested in all things Vennie. He refers to the Roosevelt Corollary to the Monroe … Continue reading

Posted in Emerging Markets, Energy, Uncategorized | Tagged , | Leave a comment

The Rack Trade Cometh & Killeth

The following trade is causing some mega pain and panic unwind within the energy trading community: Long Crude Oil futures/Short Natural Gas Futures It’s painful enough to be squeezed, but to be taking it at both ends is unbearable and … Continue reading

Posted in Energy, Uncategorized | Tagged , , | 1 Comment

Deflation Or Change In Relative Prices?

Interesting chart via statista measuring the cost of one hour of light through ages. We find it relevant today as there is much confusion over the concept of deflation and inflation.  It appears many can’t distinguish between the difference between … Continue reading

Posted in Crude Oil, Energy, Uncategorized | Tagged , , , , | 7 Comments

The Election of Donald Trump, the Electoral College, Free Trade and Globalization

We have a little interesting story to tell you, but first some substance and background. The 2016 U.S. Presidential Election Donald Trump won the Presidency and Electoral College, 306-232, by picking off three of the traditional Blue States – Michigan, … Continue reading

Posted in Economics, Energy, Politics | Tagged , , , , , | 2 Comments

What’d You Miss in markets this week? Here’s your recap – Bloomberg

(click here if video is not observable)

Posted in Energy, Equities | Tagged , , , | Leave a comment

Waste Management Creates More Energy Than Solar Industry

Stumbled across this interesting and really surprising factoid in today’s Investor’s Business Daily. In 2013, the company created more energy than the entire solar industry in the U.S. It made 9.82 million megawatt hours (mwh) of energy, compared to 9.25 … Continue reading

Posted in Energy | Tagged , , , | Leave a comment

Oil and the Markets – FT

Michael Mackenzie, the FT’s US markets editor, discusses with FT writer Gregory Meyer how sectarian violence in Iraq coupled with high oil consumption in the US may affect the markets. For more video content from the Financial Times, visit http://www.FT.com/videoContinue reading

Posted in Energy | Tagged , , | Leave a comment

Energy Breaks Out

After under performing for the past several months energy in finally catching a bid.   The energy ETF,  XLE,  broke out on Friday, triggering a bullish cup with handle setup.    Note also the the relative performance of the energy ETF … Continue reading

Posted in Energy | Tagged , , | 2 Comments

Weekend Lecture: The Economic Implications of America’s Oil and Gas Boom

Coauthors Trevor Houser, PIIE, and Shashank Mohan, Rhodium Group, present the findings of their new book, Fueling Up: The Economic Implications of America’s Oil and Gas Boom, on January 8, 2014, at the Peterson Institute for International Economics. – Peterson … Continue reading

Posted in Energy, Lectures, Video | Tagged , , | Leave a comment