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S&P 500 Value Investor Index Update

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2018 Oil Price Collapse Had No impact on E&P Activity Index

The Baker Hughes Rig Count is slowly becoming less meaningful in terms of production…

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Refining Activity Low

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S&P Value Investor Index Update

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Real Private GDP Accelerating

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The Dollar, Oil, Trade, Interest Rates and Equities

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The Dollar and Oil

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Oil Update…..

We are up 117% in our DTO short and still sitting in it…..

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E&P Efficiency Index

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A New Way To Measure E&P Activity?

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Markets Do Not Repeat, They Don’t Even Rhyme

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The Economic Expansion Continues

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Upgrades Based on Momentum, Not Fundamentals

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Oil Should Continue to Rise

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Subs: BOOM!!!!!

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