Opportunity

"Opportunity often comes disguised in the form of misfortune, or temporary defeat", Napoleon Hill.

Hydrocarbons in general will be putting in a bottom over the next few months as people are now convinced the "scare" in prices is over. The group in general now out of favor and after a material correction will find value investors at these prices. Hedge funds will move on and chase what ever is moving..like technology today. Just like the housing stocks have put a bottom in two months ago here after the news really can't get any more noisy.

Geology, geography and talent is all in very short supply. Look for the best capitalized companies to step up acquisitions at these prices....cheaper to mine Wall Street right now verses drill in foreign lands.

Barkly seen here is watching the afternoon sun and looking for the deer and turkeys that usually show up this time of day....