Article
The Last Word On Kernen Vs. Grantham
The Last Word On Kernen Vs. Grantham
Submitted by QTR's Fringe Finance
Last week, CNBC’s Andrew Ross Sorkin and Joe Kernen interviewed legendary value investor Jeremy Grantham, and for about six minutes the conversation turned into one of the better moments I’ve seen on financial television in a long time.
Grantham, the 86-year-old co-founder of GMO, whose case for the market being overvalued I highlighted last week, built one of the world’s most respected institutional asset management firms. Over the course of his career, he became famous for identifying some of the largest...
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Mar 11, 2026 / Tyler Durden
WTI Extends Gains, Shrugs Off SPR Release Amid Crude Build, Dip In US Production
WTI Extends Gains, Shrugs Off SPR Release Amid Crude Build, Dip In US Production
Oil prices are higher this morning, shrugging off the well-telegraphed (and practically useless) SPR release.
"Oil prices remain volatile and risk sentiment fragile and trading is on the headlines and rapidly evolving conflict in the Middle East," noted Neil Wilson, Saxo UK investor strategist.
And while, the main drivers of crude prices remain more global, the domestic supply and demand situation remains noteworthy based on its impact on gasoline (pump) prices.
API
Crude -1.7mm (+1.1mm exp)
Cushing
Gasoline -1.8mm
Distillates -2.3mm
DOE
Crude +3.82mm (+1.1mm...
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May 19, 2026 / Tyler Durden
International Energy Agency Is Wrong To Forecast Coal's Demise
International Energy Agency Is Wrong To Forecast Coal's Demise
Authored by Tom Harris via The Epoch Times,
Activists would have us believe that coal is a dying energy source. But, thankfully for American coal states such as West Virginia and the Canadian provinces of Saskatchewan and Nova Scotia—all of which use millions of tonnes of coal every year to generate electricity—that is not even remotely true.
However, the world is burning more coal now than ever, reaching a record 8.85 billion metric tonnes annual consumption by the end of 2025. Since 2020, annual coal...
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May 5, 2026 / Adam Dick
House Majority Leader Insists the Price of Gas is Low
In his February 24 State of the Union Speech, United States President Donald Trump claimed gas prices in America were much lower than they actually were. This was part of Trump’s effort to claim credit for an asserted vastly improved economy. Several days later, the war against Iran, which Trump started along with the Israel […]
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