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Subs: Finally……..
One can only sit back and wonder how much better the finances of the company and how much higher the market share of Kenmore would be had this been done years ago………
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Peak Rigs???
“Davidson” submits:
Several months ago I said we could see the BH Rig Count peak near 1,000.
“Of the natural gas consumed in the U.S., about 40 percent moves on KMI pipelines” and the amount of gas produced and shipped via pipelines in the US just keeps rising….
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Subs: Friday’s Links
“Davidson” submits:
US$ has continued its dive towards the long-term trend in the 65-70 range using this Trade Weighted Index.
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Subs: Bank of America
The thesis continues to unfold…………
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Subs: DC Circuit and 6th Circuit
Some interesting and positive developments
So the house budget is out and while sparse on details, it does provide some information on their plans for the GSE’s.
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Finally A CEO Calls Out Washington
This was the best part of last week…….hopefully more major CEO’s follow suit
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Subs: Transco Expansion
WMB’s Transco pipeline is a monster (it is in fact the largest nat gas pipeline in the US). The article below illustrates its scope and its potential. The Marcellus Shale formation is currently log jammed with capacity unable to get to end users, especially in the SE. Several significant expansions on Transco by Williams will allow gas to come out of storage in Marcellus and to end users.
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Subs: Rig Count and Oil Prices
“Davidson” submits:
The Baker Hughes Rig Count rise has been one of psychological drivers of lower $WTI thinking.
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Subs: GGP Buys Sears Locations
The bear case here has long been that SRG would get too many SHLD locations “dumped” on them by SHLD and this would overwhelm the company and management. This goes back to the value of SHLD’s real estate.
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Subs: Sale Completed
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