Fundamental Trends Change Before They Become Headlines

“Davidson” submits:

Fundamental trends change several years before they become headlines. Oil exports began with refined products in 2006(US Oil Situation chart) and have continued to rise at ~13% annual pace since. We actually became a net exporter of Refined Products Sept 2011.

Get The Timeless Reading eBook in PDF

Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

We respect your email privacy

Q2 hedge fund letters, conference, scoops etc

Markets are not geographically uniform. Some parts of the country are better for refineries which is where all exports arise while others like NYC, San Francisco are net importers of Refined Products because it is simply the lowest cost solution. No one spells this out. One has to look at data and look through to the sources and think carefully what it means before jumping to conclusions.

The Oil Export Boom

Houston-Galveston exports exceed imports for the first time.

Fundamental Trends


Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 12/31/2019 or after next 25 subscribers take advantage whichever comes first – please do not share this discount with others