Bottom of the Barrel?

(1) From “Peak Oil” to “Trough Oil.” (2) Oiling the secular bull market in equities. (3) Transports at record high as Energy loses energy. (4) Raising Energy sector back to market-weight because stocks are cheap. (5) Downside of oil prices is a known unknown. (6) Saudis can inflict only so much pain on others before it hurts them too. (7) China is bargain hunting. (8) Technology could reduce breakeven for shale oil producers. (9) More upside for US economy following long recovery. (10) Industrial machinery orders soaring. (11) “St. Vincent” (+ + +).