by Connorvo We have been looking at unusual insider compensation activity (executive purchases, sales, grants) for a while now and will start posting the previous week’s findings here. It is still a fairly new effort and we need a bunch more time/data to verify the long-term results, but the early findings have been promising. We … Read more
https://www.worldoil.com/news/2020/3/31/oil-selling-below-10bbl-at-key-american-hubs Oil selling below $10/bbl at key American hubs By SHEELA TOBBEN on 3/31/2020 NEW YORK (Bloomberg) –Oil is selling for less than $10 across key North American hubs as the global demand shock from coronavirus leaves crude with nowhere to go. The coronavirus pandemic has hit demand so hard that as benchmark futures plunge to lowest in … Read more
For any bullish investors left, the reality checks are coming thick and fast https://t.co/9ztKPNui76 via @markets — Sam Potter (@SamJPotter) April 1, 2020 Good memo from Howard Marks: “.. assets were priced fairly on Friday for the optimistic case but didn’t give enough scope for the possibility of worsening news. Thus my reaction to all … Read more