Can Share Buybacks and Fed Easing Hold Up the Market?

The ludicrous algos have continued to send share prices higher as central bankers have continued to compete to sound more dovish. But I do not really trust ... Read More»

Electric Car Hype Sows the Seeds for a Future Inflationary Oil Price Spike

“Oil forecast to hit peak demand by 2036”. Such was the headline in a newspaper article recently (see Financial Times article: “Oil forecast to hit peak demand ... Read More»

Release the Barrels! The Impact of the OPEC Pivot on Oil Stocks

The Organization of the Petroleum Exporting Countries (OPEC) concluded its biannual meeting of despot dictators on Friday in Vienna. As Grizzle expected, OPE... Read More»

OPEC’s Line in the Sand: Oil at $80/barrel + ‘Trash Can’ Pair Trade

In just over a year oil has seemingly gone from dead end, over supplied commodity (akin to corn), to supply squeezed, one-way hedge fund trade. Undoubtedly t... Read More»

Strong Oil Prices Stoking the US Inflation Narrative

The latest inflation data has seen the Fed’s favourite inflation measure reach the 2% target. Headline PCE inflation and core PCE inflation rose from 1.7% Y... Read More»

Oil – Reassessing the ‘Price Capped’ Narrative

Russia Shows Willingness for Continued Cooperation with OPEC The oil price has remained in an uptrend of late. What are its prospects? This columnist had unt... Read More»