"A Dozen Things I've Learned From Dr. Michael Burry About Investing", by 25iq... Michael Burry was one of the investors highlighted in Michael Lewis's
HGL production still growing… EIA
U.S. production of hydrocarbon gas liquids are expected to continue growing through 2017, according to the EIA: All of these HGL's are now net
US Producers: Ready…Set…Sell
In an excellent article, Energy Intelligence concludes that US shale oil is is "not likely to be the main driver of any natural rebalancing. " The
GDPNow model lowers forecast… Atlanta Fed
Here is today's updated GDP forecast from the Atlanta Federal Reserve Bank: "The GDPNow model forecast for real GDP growth (seasonally adjusted
Tim Guy on Oil, Inflation Expectations, and Credibility..
Tim Guy questions the conclusion from Obstfeld et. al. (in an IMF post here
Investment Biases… NYTimes
The NYTimes article, "Why We Think We Are Better Investors Than We Are"