---
title: "Macro Monday"
url: https://independentstockanalysis.com/macro-monday/
description: "Rex Tillerson in a thoughtful interview on Charlie Rose . BP’s Bob Dudley Shares His Energy Thoughts at EFS . Chevron estimates US has recoverable oil and…"
published: 2013-03-11
updated: 2013-03-11
---

# Macro Monday

Published 2013-03-11

Posted on

by

J.J. Butler

Rex Tillerson in a thoughtful interview on [Charlie Rose](http://www.charlierose.com/view/interview/12808).

BP’s Bob Dudley Shares His Energy Thoughts at [EFS](http://eaglefordshale.com/news/bps-bob-dudley-shares-energy-thoughts-ihs-ceraweek/). Chevron estimates US has recoverable oil and gas equivalent to 35 years of Saudi production at [EIN News](http://s.einnews.com/CTjFvZkhDf).

Demand Declines but Bullish Storage Data Suggest Prices Will Remain High by [Kyle Cooper](http://www.rbnenergy.com/sites/default/files/KCCI_2013_0308.pdf).

Central bank money printing and the mystery of soaring shares at [The Telegraph](http://www.telegraph.co.uk/finance/comment/jeremy-warner/9916531/Central-bank-money-printing-and-the-mystery-of-soaring-shares.html).

Out On a Limb: An Investor’s Guide to X-treme Monetary and Fiscal Conditions by [John Mauldin](http://www.mauldineconomics.com/images/uploads/pdf/20130308_1_OTB.pdf).

The Coming Crash in the Bond Market by [Bud Conrad](http://www.caseyresearch.com/print/41620).

Is the U.S. leveraging? No, private sector debt is being replaced by Federal government debt (which is being printed).

“The housing recovery has added 125,000 residential construction jobs so far — plus more than 184,000 jobs in other housing-related industries.” [Trulia](http://trends.truliablog.com/2013/03/housing-recovery-boosting-jobs/)

Loews Adjusted Book Value Update by the [Brooklyn Investor](http://brooklyninvestor.blogspot.com/2013/03/loews-adjusted-book-value-update.html).

Saturday off-topic: Why hasn’t the internet killed the real estate agent? [Business Week](http://www.businessweek.com/articles/2013-03-07/why-redfin-zillow-and-trulia-havent-killed-off-real-estate-brokers).