Three Dots To Connect -- And, Yes, It's A Bakken Story

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.