The 10yr/T-bill spread is telling a different story than the media….
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“Davidson”: Consensus v Reality
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Subs: AIG To Fight SIFI Label
It is absolutely insane the label remains……
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Subs: Wednesday’s Links
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Subs: 2018?
I’ve got a sneaky feeling that whatever plan this takes, it is going to be tied into tax reform….
There’s no reason to let them begin to build this out if they have any intention of not letting Trans Mountain be built…
The approvals from FERC just keep coming…..
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Subs: Platform
This was a great dive into the company
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The Dollar & Oil
This is important……
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Subs: Interesting Remarks
In talking to the NAFCU, Treasury’s Phillips made some intriguing comment today…..
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Subs: Cheasapeake
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Subs: Williams
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Subs: Kinder
Bottom line. Natural gas demand is growing rapidly and KMI is the best positioned to move and store that extra gas regardless of its cost.