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Confessions of a Macro Contrarian

~ From the Irreverent Research Files of Jack H. Barnes

Confessions of a Macro Contrarian

Category Archives: Commodities

Call me Old School, but I like this paired trade

April 12, 2012

Let me toss out the idea, and then we can take it apart and take a look at the pieces …

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Pondering the Global Macro World Today.

April 8, 2012

Pondering Some of the Global Markets When I look at the capital markets in the United States, and for that …

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Brent > LNG > WTI > NG

February 12, 2012

Or said differently: when Brent flies, and WTI dies. The energy industry has the appearance that it is about to …

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Niobrara Shale: A Billion Barrels of Producable Liquids outside Denver

November 15, 2011

If you are following the Oil & Gas Renaissance in America, you will most likely have heard of Bakken Shale, …

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Texas to export unrefined crude oil in 2012

November 12, 2011

The US oil industry is in a bit of a quandary. The Houston & Louisiana refining area is the largest …

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Chart of the Day: North Dakota Annual Oil Production

October 27, 2011

Today’s chart is from Reuters and show the Annual Oil Production for the state of North Dakota. That is what …

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The US will export energy again

October 16, 2011

The world is experiencing a change in the paradigm of hydrocarbon production. Before we get into why that is, lets …

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Buy, Sell or Hold: Soaring Food Prices Signal Sell for Sysco Corp.

February 14, 2011

Buy, Sell or Hold: Soaring Food Prices Signal Sell for Sysco Corp. (NYSE: SYY) By Jack Barnes, Contributing Writer, Money …

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Global Food Prices: Five Reasons to Buy Rice Futures

February 10, 2011

Global Food Prices: Five Reasons to Buy Rice Futures By Jack Barnes, Contributing Writer, Money Morning  The world is finally …

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Suez: Choke hold on world shipping

February 9, 2011

The Suez Canal is one of the most important maritime passages in the global shipping world.  It provides a short …

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