Oil: What Story Do You Tell Yourself?

Published on: November 2nd, 2020

Warren Pies has just launched a new service, 3 Fourteen Research, where he will continue his differentiated coverage of oil markets and the energy sector. In his first report, Pies explores the competing bull and bear narratives for oil. He argues that weak technicals and physical market are offset by positive signals in positioning and inventories but at the end of the day with so much competing information your biases might be driving which camp you are in more than any of the data. You can find Warren Pies on Twitter @WarrenPies and 3 Fourteen Research @3F_Research. To learn more about 3 Fourteen Research or sign up for distribution you can find info here: https://3fourteenresearch.com.

Comments

  • CS
    Chris S.
    11 November 2020 @ 23:16
    fantastic!
  • AI
    Andras I.
    11 November 2020 @ 01:15
    Nice report but feels like we need an update again, not even 2 weeks past the publishing date