Category Archives: Energy

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

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Stratfor: Georgian Energy Policy and Political Divisions

Stratfor Eurasia Analyst Eugene Chausovsky discusses the possibility that Georgia could resume imports of Russian natural gas, one example of the many emerging rifts in Tbilisi. For more analysis, visit: (click here if video is not observable)

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Chart of the Day: Components of the Gas Price

(click here if chart graphic is not observable)

Posted in Currency, Energy | Tagged , , , | 8 Comments

Gas expenditures as % income at 30-year high

Paid over $4.00 a gallon this weekend.  This high this early in the year brings the gas price back on the macro radar screen. The EIA notes, Gasoline expenditures in 2012 for the average U.S. household reached $2,912, or just … Continue reading

Posted in Crude Oil, Energy | Tagged , , | 3 Comments

Trends in U.S. Energy Trade

These charts from the EIA look very promising and illustrate why many are so lathered up over U.S. medium and long-term economic prospects.   Here’s to hoping the politicos don’t screw it up. Click on chart to enlarge and for … Continue reading

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

Uncorrelated Markets, NOT!

Can’t you see the benefits of diversification with a basket of the S&P500 and the German DAX?  OK, maybe you get a currency hedge.  Stunning though how the global equity risk premium is, well, so global.   We believe the massive … Continue reading

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Factoid of the Day: The New Energy Hogs

A single Google search takes about as much power as turning on a 60 watt light bulb for 17 seconds, and server farms now use at least 1.5 percent of the world’s electricity.    –  Popular Science

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Stratfor: Growing Energy Production in the U.S.

This is a huge structural change in the U.S. and global economy.  Keep it on your radar. (click here if video is not observable)

Posted in Crude Oil, Economics, Energy | Tagged , , | 2 Comments

Dow Chem CEO: U.S. Can Be An Energy Exporter

CNN Money reports, NEW YORK (CNNMoney) — The government approved the first ever natural gas export facility in the lower 48 states on Monday, clearing the way for a project that could be a significant job creator. But critics argue … Continue reading

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