The chaotic drop of WTI May contract reminds us of the grim time ahead in the oil market. We take a quick look at how prices might recover. … More Quick Take: What Is the 2020 Oil Recovery Going to Look Like?
As the decade draws to a close, we note a quiet but staggering milestone – the world consumed more than 100 million barrels of oil per day. In addition, the shale oil & gas revolution in North America has upended the established geopolitical order…. … More 2020 Oil Markets Outlook – 10 Things to Watch
自去年以42美元触底后，WTI价格开始了强劲的回弹，交易价格维持在$60以上。更令人印象深刻的是石油价格开始偏离其他几乎所有大宗商品的价格趋势。我们审视了各个影响因素并分析了当前状况，以回答这个问题：石油价格的这种上升趋势的可持续性如何？ … More 近期石油市场观察 | 八个要点
Since hitting bottom at $42 last summer, West Texas Intermediate (WTI) oil has staged an impressive comeback to trade in the $60-$76 band. Even more impressive is that it is pulling away from almost all other major commodities. How sustainable is this uptrend? … More Oil Market Goldilocks – Eight Things to Watch
Equity markets in January feels like a long time ago when new highs were posted day after day. Then things got interesting in February. … More The Kraken Goes Back to Sleep – For Now
Over the past few months on Wall Street, firm after firm has issued analyses that point to the new dawn of commodities in 2018 and beyond. At the risk of sounding cliché, we agree. In fact, since May of 2017…. … More Who’s Afraid of Volatility? Commodities to Shine in 2018
2017 was the year of Bitcoin (and Trump). One can hardly turn left without hearing about them. While fundamentally I believe in block chain technology and bitcoin’s long term viability… … More Seven Years In, Bitcoin is As Confusing As Ever
Delighted to hear the master expound our assessment of the potential pitfalls of AI and trading – black box problem and backward looking nature of machine learning, as well as self-defeating prophecies… … More Bridgewater’s Ray Dalio Discusses AI and Financial Decision Making
In this white paper, we explore the state-of-the-art, the threats and opportunities presented by AI. … More White Paper – Artificial Intelligence and Trading
Kronos Management 