George Soros recent equity position.
American Airlines -- US Airways merger.
East coast refineries.
The most recent Bloomberg Businessweek issue -- the "special issue" -- did provide an "aha" moment for me.
On page 126 of that issue: a great graphic of "the fallout from fewer carriers."
How many US national carriers will remain after the AA - US Airways merger? Four. And one of the four might be considered a regional airline by some folks, albeit a "huge" regional. Here are the four: United, Delta, American Airways, and Southwest.
Four.
The George Soros connection.
Now the Delta connection.
WTI: $93
LTO: $71
I can't do the math but I can connect the dots.
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