Latest posts

Fiscal Stimulus? How About a Fiscal Bloodbath Instead?

This interview with David Stockman describes a likely outcome of the much anticipated yuge fiscal stimulus and resulting market reaction.

March 2, 2017
In-depth topic: Peak debt
Finance & Economy

Fuse is Lit! Target2 Imbalances Hit Crisis Levels

Eurozone Target 2 imbalances have touched or exceeded the crisis levels hit in 2012 when Greece was on the verge of leaving the Eurozone. What gives?

March 1, 2017
In-depth topic: Monetary reset
Finance & Economy

Is The Bakken a Bust?

This latest piece from Peak Oil Barrel provides additional insight into the state of decline of the Bakken oil production. Bakken and North Dakota December 2016 oil production data Bakken production down 86,150 barrels per day to 895,330 bpd. Bakken an …

February 27, 2017
In-depth topic: Tight oil Shale gas
Fossil fuels

German 2Y Yield Plunges To Record -0.95%

German 2-year yield just hit an all-time low of -0.95% this week.

February 26, 2017
In-depth topic: Monetary reset
Finance & Economy

Drilling Deeper Reloaded – 2016 Tight Oil Reality Check

Two years after its tight oil analysis, a new report drills deeper into and deconstructs the EIA’s subsequent annual energy outlooks. Catch phrase: very to extremely optimistic.

February 25, 2017
In-depth topic: Tight oil Shale gas
Fossil fuels

Oil Majors in Serious Trouble

The latest numbers from the Big Three of the oil majors are indicative of the tectonic forces transforming the oil industry.

February 21, 2017
In-depth topic: Peak oil
Fossil fuels

Forget Autonomous Cars—Autonomous Ships Are Almost Here

Think autonomous vehicles are going to hit the road near you pretty soon? Autonomous ships will hit the sea ports near you even sooner.

February 18, 2017
In-depth topic: Automation
Finance & Economy

Meet The “Bionic Barrista” Whose Mission Is To Terminate Millions Of Minimum Wage Jobs

Meet Cafe X which just introduced its first robotic cafe in San Francisco.

February 15, 2017
In-depth topic: Automation
Finance & Economy

Keystone XL Needs Much Higher Oil Prices To Be Viable

Latest piece from Art Berman arguing that the Keystone XL Pipeline is a bet on much higher oil prices a few years from now. Some key observations: It will take at least $85 oil prices to develop the new oil sand projects needed to fill the pipeline. U. …

February 13, 2017
In-depth topic: Tight oil Shale gas
Fossil fuels

Utah Bill Would Set Stage For State Gold and Silver Depository, Further Encourage Use of Metals as Money

Following Texas’ footsteps, Utah introduces bill that would build on the state’s Legal Tender Act, creating a foundation for further action to encourage the use of gold and silver as money, and take another step toward breaking the Federal Reserve’s monopoly on money.

February 12, 2017
In-depth topic: Monetary reset
Finance & Economy, Gold