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There is no such thing as an "American job". There are jobs. And there are jobs. Your choice of adjective belies your subjective bias and muddies your reasoning. Jobs are not patriotic. A job doesn't care who fought for it or what freedoms it has or what infrastructure was used to "make"...

You have never seen "unregulated" capitalism in the whole of your existence on this planet. Please don't confused overtly regulated pseudo protectionist cronyism with laissez-faire capitalism as they are night and day.

Do you honestly believe this hyperbole? Is it your perception that the entirety of GOP/TP constituents want children on the street with no money, no care, no parents, no structure?

Any is better than none. :) In terms of WTI or Brent, very little, however I think it helps to monitor some of the large exporting ports to gauge traffic or compare live traffic to media reports. I also monitor the primary ports for the products to see where gas/heat/resid are flowing...

Glad to see some discussion in this forum. I get the tanker rates from Marex Spectron and I monitor www.marinetraffic.com for port loads. Word of warning, marinetraffic is addicting as hell (or maybe it's just me).

Large overhang of African cargoes weighing on the market coupled with Libyan supply coming back online and poor refinery margins in EU. Lagos, Nigeria tankers: Lome, Togo tankers: Primary crude tanker routes: TD7 - North Sea to UK (80k MT). TD17 - Primorsk (Urals) to Wilhelmshaven, UK...

Seems to be expected given the draw in supply and the strength of physical. Phys has been trading +$1-3 over the front month future. There was also considerable selling of the backs that caused some spreads to rally while the front was only up ~.70.

Still a bit premature. They both seem to be stubbornly backwardated for the moment.

SSFs are typically used as a tool for hedging.

Is the current expectation for a rate increase in Q1/Q2 15?

Can you two idiots stop shitting all over this thread?

It doesn't show that at all actually, and refiners sell into the wholesale system, retail assets notwithstanding.

Demand for crude is derived from demand for the products. Supply is growing while demand declining, hence the steep backwardation in the forward curve. The developed world, in general, is largely working towards energy efficiency and structural evolution.

They have export facilities under construction and will be the first to take advantage of the international natural gas arbitrage.

"No regrets."

VIX is a good option for the entire portfolio. I started purchasing OTM calls in the front 2-3 months to hedge my own equities and I roll the calls to lower strikes on large up days in the S&P. As someone who watches natgas every day, I still don't see the rational behind the UNG position...

Ratioed VIX call spreads. EEM outright puts or low-cost collars. GDX outright puts or low-cost collars. Just sell UNG - it's a constantly decaying asset. Why even own it?

How do I get this paid posting gig? Sounds lucrative.

Vic you seem okay to me. I think the market humbles us all who stick with it and you seem to have responded with a quiet dignity that is lost on many. I hope you continue to write and give interviews as I think you have a rich body of experience in risk management. I have found pearls of...

Try www.tradewex.com/