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Subs: Chesapeake Meeting
Little known fact, outside of the oil majors, CHK is one of the largest oil producers in the US now. It’s not the “nat gas only” company people think it is
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Subs: Letter to Trustees
Horizon has some questions it would like answered before Wednesday’s vote.
We are going to trial on this finally…..
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The Employment Demand Index
Still in a sharp uptrend….signals no recession in sight
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Subs: Investor Presentations
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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
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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