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Supercycle and Oil

Posted on May 8, 2012 by J.J. Butler

Is the commodity supercycle ending?  Diapason via Pragmatic Capitalism

Answer:  How fast will they spend and print?  A look at the fiscal cliff with Sober Look.

The Bakken players were hurt by differentials in Q1.  Williston Basin production and takeaway capacity:  EIA

Peak oil review:  Tom Whipple

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This entry was posted in Bakken, China, Energy, Macro by J.J. Butler. Bookmark the permalink.

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About: J.J. Butler spends his days considering investments. As a teen he was inspired by two biographies on Warren Buffett and subscribed to the Wall Street Journal. Today J.J. reads 10-Q filings and takes notes while listening to company conference calls. Independent Stock Analysis is about what J.J. finds worthwhile and interesting in the markets. He resides near Lake Michigan, enjoys spending time with his wife and toddler and coaches girls' basketball.

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