I like Taleb, his big picture view is pretty good:
Nassim Taleb – CNBC (11 minutes):
4 Factors Driving Oil Prices This Summer
25 minutes ago
World View & Market Commentary.
Forest first; Trees second.
Focused on Real & Knowable facts that filter through the "experts" fluff and media hyperbole. Where we've been, what the future may hold and developing a better way forward.