Publications: Notes at the Margin

Black Truffles, Crude Oil, Economic Illiterati (February 1, 2016)


During a lunch in Provence, Jean Louis (not his real name), one of the world’s largest truffle traders and producers, provided me with the market view of a well-educated French farmer. Sadly, few if any people who follow the world oil market have his understanding. These individuals operate in a Wonderland where an agreement between Saudi Arabia and others could successfully lift prices. One wants to say, "Sorry Alice, this is not how the world works."


To request subscription information for Notes at the Margin, please Contact Us or send us an Information Request.