Publications: Notes at the Margin

Profiting from the Pavlovian Response to Oil Markets (July 21, 2014)


One cannot but marvel at the "Pavlovian response" of those who write about oil price fluctuations. Over the last month, numerous articles have tied global price movements entirely to events in the Middle East. Apparently almost every one still thinks all price shifts stem from changing circumstances there. Given this mindset, one could make substantial money trading off true knowledge of oil markets. This week's report provides details on the true cause of price fluctuations and the profit opportunity created by those who have it wrong.


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