Gus-
reminds me of a story my dad told me about when he was taking economics clssses in college (1960s). My dad said back then, all of his professors talked about deficit spending as being a good thing - if the government wanted more money it could print more. My dad, beiing an engineering student, was confused. He didn't know squat about economic details, but as a general life and scientific philosophy, he knew you can never get something for nothing. He says he wasn't smart enough to know then what the effect would be, but a few years later when inflation went rampant in the 1970s, the effecct became clear.
The housing price increase of a few years ago baffled many of us. But those of us that needed housing had little alternative but to pay. Now, the market has crashed and it is obvious that the inflated prices were in part do to investors, flippers, speculators, and those entering the market to try and make an easy dollar. I wonder if some of those people are the ones now investing in oil.
To keep this railroad related, it seems the railroad stocks are doing well. Shipping by rail is much more fuel efficient than shipping by truck. And seeing more trains on the rails can't be a bad thing
Kevin