the  forest  for  the  trees


Two things that caught my attention this week, 1/21/19:

  • Schlumberger recently noted they expect US shale drilling to be flat to down in 2019; if so, this will likely pose a noticeable headwind to US industrial activity
  • Recent economic warnings from Harald Malmgren caught our attention; why we think you should take note of them as well.

Hope that you enjoyed the long weekend!  My new book, The Mr. X Interviews Vol. I is available here:  https://amzn.to/2V64pDb.  Stay connected by joining our weekly newsletter at www.fftt-llc.com.

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Luke Gromen, CFA
Forest for the Trees

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