Agree, it's all about GOM & Alaska, Kito is a distraction, but...

Agree, it's all about GOM & Alaska, Kito is a distraction, but hopefully gets drilled at some point.

Starts could align for OEL early next year with GOM & Alaska drilling, hopefully with a recovery in the POO. Going to class physical oil as a hard asset

“I don’t like bonds; I don’t like most stocks; I don’t like private equity,” Gross, who runs the $1.5 billion Janus Global Unconstrained Bond Fund, wrote in his monthly investment outlook Wednesday. “Real assets such as land, gold and tangible plant and equipment at a discount are favored asset categories.”