Oil - 2016-05-15
This professor has predicted every presidential election since 1984. He’s still trying to figure out 2016.
Global Equity Risk Premia - 2016-05-12
How High Can Oil Go?
Calling all frackers: by year-end, sentiment will have flipped from glut to shortage.
On the April Jobs Report
Paradox resolved: the lagging labor market catches up with weakness in everything else.