We recently had the honor to share our thoughts on the oil and gas equity markets with clients and friends. Ahead of these meetings and calls, we reviewed tens of thousands of pages of materials. From these pages, we gathered dozens of graphs, slides and macro analyses from a variety of sources that seemed to best capture the current situation. These included publicly traded company presentations, macro analysis and research firm presentations and reports, investment bank reports, and letters from other oil and gas and commodity investors.
In summary, we think now might be the