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Another Recession Scare

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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Subs: PE Hunting in The Permian

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Subs: Horizon Letter to Trustees

Reminding the Trustees that they are not C-corp and are in fact personally liable for their actions that violate deed the trust was established under is a power move.

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Subs: Brown Needs To Read HERA

Sherrod Brown I think should talk to Calabria who helped author HERA which controls the conservatorship of the GSE’s.

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Subs: Podcast Posted

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Subs: Calabria On Releasing GSE’s Without Congressional Approval…”I’m Obligated To”

People seem to forget Calabria helped write the legislation that created the regulator he now runs…. no one knows it better

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Mortgage Credit, Housing and GDP

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Subs: Callaway (updated)

Another great quarter and another guidance raise….

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Subs: Chesapeake (updated)

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Subs: Infrastructure (updated)

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U.S. Energy Consumption, Production, and Exports At Record Levels

This is the main reason I like KMI and WMB so much…

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Subs: Horizon Responds to Trustee Action

Horizon is out with a letter addressing the Trustees’ decision yesterday to move the Proxy Vote to June 6.

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Higher Gas Prices Coming

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Subs: YOY Revenue Up 146%, Net Income Up 444% & Dividend Up 80%

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Subs: AIG (updated)