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Just a couple quick website housekeeping notes.Tom asks where BRG (Bluerock Residential REIT) went--thought it was in the 2015 Model.  Yes--it is there--has been all along.  Maybe we have too many portfolios and you looked under the wrong one.Matt informed us that the links were wrong for Gastar investor relations.  We have fixed them so they are now correct.Richard clued…

We are looking at the pricing on crude oil and wondering who is doing the massive liquidations of positions.  Crude is off over 4% today as longs head for the hills.  All we can say is let's get the selling out of the way so we can stabilize.  Some may have noticed that we started to tiptoe back into the…

Interest rates are tumbling quite hard this morning in a sign that the global economy is a basketcase--no surprise to us. Also in what has become a daily mantra crude oil is falling by about another buck--we suspect crude prices are racing to the bottom and will overshoot reality to the downside--also not a surprise to us.  With all the…

Last week we made a prediction that energy exploration rig counts in North America would drop around 3% weekly for 8 weeks--in likely our best and last correct prediction, rig counts fell by 3% last week.Baker Hughes has reported that active rigs in the U.S. fell by 29 last week and by 48 in Canada.  Total active rigs are now at 2021…

Starting the new year off with a 180 point Dow drop isn't a great way to start, but generally speaking it doesn't matter a whole bunch to us.Crude oil prices are plunging today, but oil stocks are taking it relatively well.  MLP's are off, but it isn't a huge bloodbath.  The longer the fits and starts in the crude oil…