Category Archives: Oil

Getting Really Long Oil, Really Really Soon

By Jeffrey McLarty | Published: May 5, 2009
It’s days away, maybe a week, depends on what the dollar does. But I think…since… …the volatility of oil has collapsed: and since the curve is also collapsing… I feel it is likely a smart time to buy at least half as much 2012 crude oil call verticals, as I ever plan on owning. I’ll save [...]
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Veracity of the Oil Contango

By Jeffrey McLarty | Published: February 21, 2009
I’ve been watching, and collecting a little data, on the oil curve.  Monitoring the March – July, we saw 28% higher prices between those months, when I started making notes. That was only a week or so ago.  When the March contract settled, it was near 13%.  Now looking at the April – Aug price action, we now have a [...]
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More Certainty in Gold than Oil

By Jeffrey McLarty | Published: January 26, 2009
Reflecting on the post by Gregor, where he noted that gold was buying too much oil.The option market seems to think, that there is more uncertainty in the price of oil, than gold.  I’d like to point out, that plotting them on the same graph, has very little value.It’s the range where they currently sit, relative [...]
Also posted in Gold, Volatility | Leave a comment

Behold…it starts!

By Jeffrey McLarty | Published: January 2, 2009
What was it, like less than a week ago, when the online discussion steered towards getting all aboard an increase/creation of gas/oil taxes (depending on the state), and I said they just need to spin right way.  Well…ta da.
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Oil Gets Taxed?

By Jeffrey McLarty | Published: December 21, 2008
Soo…I spent the week, talking to some amazing new friends. 1. An engineer from Jacobs Engineering.  2. A doctor who works at the Aramco compound in Saudi Arabia.  3. An engineer who works here in Toronto in the industrial liquid storage industry -> ie a booming business to be in, if you’ve seen the oil contango curve. After a very [...]
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