families that have managed to keep their heads down http:/Awww.barrons.com/articles/SB50001 424053111904881 40457760931 2447134388 Most Popular 1. Baker Hughes: It’s Still a GE Company...But That’s Not the Only Problem ae Qualcomm: Broadcom’s Got ‘A Lot of Leverage,’ Says Instinet 3 - Nvidia Rising: Dazzle

est Spreads, US . December 2016 FOMC Corporates Would Fare Better Statement of Economic han Others,” December 2016. Senieats ete, 122. Data is from Baker Hughes rig . Peter Oppenheimer, “Fat & counts. Flat’ with a Resurgence of Divergence,” Goldman Sachs Global Investment Research, December 5, 2015. . An

lly this year will be in North America. We believe this gives the diversified service companies (which includes Schlumberger and to a lesser extent Baker Hughes) a distinct advantage over the smaller players. In an isolated example, a customer in the Marcellus stopped using Halliburton over pricing, but str

seller which took us from the 60s to the 40s has been the non oil specialist macro. As they stopout, we basically are coming full circle. Newswise, Baker Hughes oil rig counts dropped again by 82, 79 of which were horizontal! This is significant as horizontal rigs produce the most output. The Big 3 plays los