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commodities
Some thoughts on water and climate change
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The shale oil bubble
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Hedging against rising global political uncertainty
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More on the oil oversupply and OPEC’s lost swing production dominance
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Oil drops below $50 a barrel on oversupply
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Why Canada is the country to watch on Trump’s trade policy
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Where would the US be today without the shale stimulus?
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RBS: The bears have killed Goldilocks
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The Saudis as the driving surplus oil producer
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Thinking about the Third Avenue fund freeze as BNP Paribas from 2007
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