Why I Love To Blog -- Reason #487 -- November 30, 2017

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Title : Why I Love To Blog -- Reason #487 -- November 30, 2017
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Why I Love To Blog -- Reason #487 -- November 30, 2017

Before I started blogging (back before 2007) I knew very little about the Bakken and nothing about natural gas and even less (if that's possible) about bond yields. Now I know a lot more about the Bakken, a bit more about natural gas, and even a bit more about bond yields.

From Bloomberg:


I now understand this graph.

"A" in the graphs above: similar patter to "C".

"B" in the graphs above: close but no cigar.


It look like it would be a rational move to build a cash position if we see "B" next year. Jay Powell says he would prefer not to "rock the boat."


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