How Macro Flows Can Distort the Physical Oil Market Dynamics - But for How Long?

The macro tailwind only works for the oil market until physical market dynamics take over. When they do, unwinds can be sharp and painful.

Are Higher Energy Prices the Next New Normal? A Look at the XLE Breakout

Stay nimble and focus on the bigger picture.

Happy Motoring With This Oil Play

These Exxon calls are way too cheap.

Everyone Is Chasing the Reflation Trade Blindly

It's important to follow the macro trends like growth over value rotation, or reflation vs. deflation trade.

We Are Back to Brent Levels Where Russia/Saudi Tensions Started Last Year

As prices nudge towards $60/bbl Brent today, where do things stand?

2 Firms, 2 Opportunities: BP and Palantir

As these firms expand on their existing relationship, Palantir will provide its platform to BP on a global scale.

A Cheap Options Play as Oil Rallies

While oil has reached new recent highs, some of the big oil stocks have not.

Chevron Still Doesn't Look Ready to Rally

Don't look for impressive results in the short run.

$55 Is the Make or Break Price for Crude Oil

It's difficult to imagine oil moving higher from here without significant help from further weakening in the greenback.

Oil Specs Are All in and Long - Too Much Too Soon?

Oil is especially interesting as it is deemed the cheapest. Cheap is cheap for a reason.