2023-06-07 15:27
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Correlation Economics Blog
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2023-06-05 09:33
2023-06-02 17:32
Open interest shows that this is likely the bottom in gold. Read More
2023-06-01 10:02
Why natgas will remain depressed Read More
2023-05-27 10:30
The R-Star from the New York Fed gives a measure of the natural real interest rate.For example: On May 2023, the R-Star was 1.14% while the real 10 year bond yield was -1.5%. This means that… Read More
2023-05-25 18:19
Michael Pento shares his secret model. Read More
2023-05-24 12:01
In Gold We Trust Report 2023: https://ingoldwetrust.report/wp-content/uploads/2023/05/In-Gold-We-Trust-report-2023-english.pdf Read More
2023-05-24 09:31
When banks fail, gold soars. Read More
2023-05-23 10:16
OPEC oil cuts are good for gold. DUBAI, April 2, 2023 (Reuters) - Saudi Arabia and other OPEC+ oil producers on Sunday announced further oil output cuts of around 1.16 millionOPEC+ to c… Read More
2023-05-16 19:09
Gold has a long way to go Read More
2023-05-16 12:39
Oil should be moving higher. Read More
2023-05-13 08:47
Gas rig counts are correlated to gas production Read More
2023-05-12 15:43
Comparison of gold miners Vs. Soma Gold. Read More
2023-05-04 11:23
The near term forward spread is a predictor of a recession.Also works with gold Read More
2023-05-03 05:53
Oil production will start dropping Read More
2023-05-03 05:52
Gold should head higher Read More
2023-04-27 06:10
When surplus went to deficit in 1980, the oil price shot up 20x Read More
2023-04-26 13:33
Oil demand is going to drop due to EVs. Read More
2023-04-25 22:18
The debt ceiling will be raised in July, pushing gold higher Read More
2023-04-24 21:40
If all the cars were converted into EVs, the copper demand would double. Read More
2023-04-22 17:49
Copper goes to $7/lb Read More
2023-04-21 08:35
Gold and silver lease rates are correlated to the premiums. Read More
2023-04-19 18:15
This is a nice calculator for equivalency of different metal grades.https://www.juniorminingnetwork.com/drill-hole-calculator.htmlExample: https://www.juniorminingnetwork.com/drill-hole… Read More
2023-04-13 19:10
Oil demand is rising Read More
2023-04-06 07:04
2023-04-04 07:45
Amrita calls this: "Insanely Bullish!". Read More
2023-04-03 08:36
The USD is losing reserve currency status as allocations drop to 58%. Read More
2023-04-02 12:34
When deficits rise, the uranium price goes up Read More
2023-04-02 06:41
Gold production is falling, which is bullish gold Read More
2023-03-30 22:27
The TYX to TNX ratio leads the gold price as it shows the market's expectation for inflation Read More
2023-03-26 15:10
Thread about cost curves. Silver:Copper:Uranium:Tin:Oil:Gold:Iron ore:Platinum:Potash:Lithium:Spodumene:Thermal coal:Natural gas: Read More
2023-03-25 11:43
Bullish oil. Read More
2023-03-24 09:44
Gold typically does well when the Fed injects repo liquidity Read More
2023-03-24 07:53
As China's GDP per capita rises, energy consumption will rise and some of that will need to be oil Read More
2023-03-23 15:43
How low will lithium drop? Look at the cost curve Read More
2023-03-21 12:18
It is a good time to buy oil. Read More
2023-03-18 08:56
Oil becoming bullish again Read More
2023-03-16 20:57
Surprise! Read More
2023-03-15 20:59
Oil demand is soft in Q1 but is expected to rise until the end of the year Read More
2023-03-14 15:58
Unrealized losses for several banks. CDS spreads in basispoints you need to pay to protect yourself against default Read More
2023-03-10 10:12
We will need a lot of copper, aluminum, lithium and steel. Read More
2023-03-08 16:24
2023-03-02 13:02
This is a very unusual correlation between JP Morgan registered silver at COMEX Vs. silver price. Read More
2023-02-28 16:03
When there is a lot of oil in transit, you need tankers to store and transport the oil. Read More
2023-02-21 12:34
Capex to sales ratio points to higher oil prices. Read More
2023-02-20 14:56
Rig count Vs. oil production. Read More
2023-02-20 14:00
China is building a lot of wind mills. Read More
2023-02-20 11:03
The largest segment of dry bulk (67%) is iron ore, grains and coal. Iron ore segment is in terminal decline. Don't count on grains either because China population is dropping now. Also don't… Read More
2023-02-18 09:02
Deeper yields curve inversion is deeper recession Read More
2023-02-15 12:44
It's looking good for oil. Read More
2023-02-10 09:04
This is very bullish oil Read More
2023-02-08 15:27
Natural gas prices are inversely correlated to natural gas storage. Read More
2023-02-08 13:57
Rig rates Vs. Rig utilization. Read More
2023-02-06 09:09
As India and China develop their economies, electricity consumption will increase. Read More
2023-02-05 19:26
Margin debt is pretty low. Chance of a crash is low Read More
2023-02-05 11:25
The Stock Forecaster Index can predict the movement of stocks and is based on the following parameters:Fed balance sheet expansionCredit spreadsInitial jobless claims The Brave-Bu… Read More
2023-02-04 16:33
China oil processing demand is rising. It's around 15m barrels/day. Mostly diesel. They export only 1m barrels/day of it and keep the rest Read More
2023-02-04 08:55
We remain bullish Read More
2023-01-29 20:42
We can already see the future Read More
2023-01-29 19:45
Low inventories mean higher prices. Read More
2023-01-29 17:12
Current status of energy market.The oil price (link 2, link 3) can be predicted based on oil supply and demand numbers. Demand can be correlated to U.S. GDP while supply… Read More
2023-01-28 22:34
2023-01-24 11:33
Open interest in oil is a leading indicator for the oil price as it tells us whether there is money flowing into the sector or not. By checking out the Open Interest of various commodit… Read More
2023-01-23 18:22
The probability of higher gas is rising. Gas supply has not been resolved Read More
2023-01-23 05:56
Oil still has a long way to go up Read More
2023-01-18 14:02
Buy the drilling companies. Read More
2023-01-16 19:47
China's power consumption is correlated to China's gas consumption.Moreover, lockdowns (visible in airportia data), affect power/gas consumption Read More
2023-01-16 11:19
It is more difficult to drill oil wells. Read More
2023-01-13 08:58
Stocks will go up! Read More
2023-01-12 15:21
China tourists to flood the world. (I think it should be billion USD instead of trillion USD) Read More
2023-01-10 08:01
Oil demand rises second half of 2023 Read More
2023-01-10 07:45
2023-01-09 11:47
2023 will be a year where China is growing and the U.S. dollar will fall. Go into commodities to benefit from this trend. Read More
2023-01-08 10:31
EU natural gas demand is historically very depressed due to the weather Read More
2023-01-07 17:51
Where would you rather be? Read More
2023-01-07 10:16
When rig counts rise, shale oil and gas production rises Read More
2023-01-06 16:04
China credit impulse pulls up copper and oil Read More
2023-01-02 22:41
China will add 500k boe/d if these Chinese fly Read More
2023-01-02 18:31
Inflation is negatively correlated to the P/E ratio. Read More
2022-12-29 21:57
The commodities to buy are: gold, lead, cocoa, rice, sugar, oil, gas.The commodities to sell are: lithium, tin, iron ore, zinc, palm oil, cotton, coffee, coal Read More
2022-12-28 21:50
Novilabs shows the decline rates for oil and gas. Permian oil:Permian gas:Eagle Ford oil:Eagle Ford gas:Bakken oil:Bakken gas:Haynesville gas: Read More
2022-12-22 19:12
AECO historically followed HH natural gas Read More
2022-12-22 12:42
Bull trends have strong volume up and weak volume down. Read More
2022-12-22 09:37
Pieridae Energy with a decline rate of 8% isn't even listed. How dare they! Read More
2022-12-20 18:05
Where is the oil going to come from now? Read More
2022-12-20 09:12
Oil inventories are flat Read More
2022-12-20 08:55
The EU put a price cap of 180 euro/mwh on natural gas and 35 euro/mwh band on LNG Read More
2022-12-19 13:14
Oil well productivity peaked. Read More
2022-12-19 06:11
Another headwind to oil production Read More
2022-12-18 14:40
Nuclear plants cost a lot of money, especially at high interest rates. Read More
2022-12-17 19:26
Natty is winning from oil and coal. Read More
2022-12-17 08:26
China oil demand is up Read More
2022-12-16 11:33
Since 20% of sulphur demand comes from fertilizer, there is a correlation between these two commodities. Read More
2022-12-15 10:51
Oil demand is going to rise next year. Read More
2022-12-14 19:10
New dot plot:Old dot plot: Read More
2022-12-14 17:42
SPR releases are bearish oil Read More
2022-12-14 14:28
CEO of Scorpio Tankers forecasts a 5X in tanker rates: Read More
2022-12-10 10:26
CAPEX/Sales ratio for oil is still at a low. Read More
2022-12-09 07:19
2022-12-08 11:29
How much does it cost to bring U.S. #natgas to EU? Build cost: $800/tpa LNG = $16/mcf per year Gas cost: $5/mcf Operating cost: $3/mcf Transport cost: $1/mcf => Total cost: $9/mcf Current… Read More
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