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GM35: The Drivers of the Commodity Markets ft. Nicky Ferguson

Top Traders Unplugged

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Oil on Water - What Do You Find?

I looked at a bunch of the different data sets and I'll just comment on the stocks first, because we've essentially gone through a period in markets where inventories in oil have not necessarily been pricing. So it makes it very difficult to then ascertain how commercial entities are really reacting to this. For more, let's say, manage money kind of type of entity was more focused on the revisions to the balance that came later. There is a lag when bigger agency starts to report, there's more prominence around some of these releases. And as that balance kind of gets updated, that's when you start to see it move further down the curve. More discretionary traders that potentially have poorer information historically

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