I think we are at the point that when we see negative headlines we now instantly think “what’s the real story”
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Category: Articles
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Mortgage Credit, Housing and GDP
This is the main reason I like KMI and WMB so much…
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Higher Gas Prices Coming
Markets do not predict recessions, data does. The data remains positive...
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S&P 500 Value Investor Index Update
The Baker Hughes Rig Count is slowly becoming less meaningful in terms of production…
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Refining Activity Low
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S&P Value Investor Index Update
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Real Private GDP Accelerating
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The Dollar and Oil
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Oil Update…..
We are up 117% in our DTO short and still sitting in it…..
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E&P Efficiency Index
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