Day of total role reversals. We get a great quarter from Garmin (GRMN), even though it's supposed to be obviated by smartphones.

We get a terrible number from Transocean (RIG), something I didn't expect, and a bullish forecast from Baker Hughes (BHI)! How can that be? Deep drilling's not supposed to be hurt, and shallow drilling and land drilling -- BHI's bailiwick -- is supposed to be crushed by this moment. I see that RIG had spec cancellations, something that they said was not going to occur. I see nowhere why BHI can be bullish, except that the natural gas companies might be doing more drilling than I thought.

We get a terrible number from Transocean (RIG), something I didn't expect, and a bullish forecast from Baker Hughes (BHI)! How can that be? Deep drilling's not supposed to be hurt, and shallow drilling and land drilling -- BHI's bailiwick -- is supposed to be crushed by this moment. I see that RIG had spec cancellations, something that they said was not going to occur. I see nowhere why BHI can be bullish, except that the natural gas companies might be doing more drilling than I thought.

That's another oxymoron. I mean, nat gas is down to $3 and change, trying hard to get to $4, and Devon (DVN) and XTO Energy (XTO) join Apache (APA) with great news and great growth

That's another oxymoron. I mean, nat gas is down to $3 and change, trying hard to get to $4, and Devon (DVN) and XTO Energy (XTO) join Apache (APA) with great news and great growth

That's another oxymoron. I mean, nat gas is down to $3 and change, trying hard to get to $4, and Devon (DVN) and XTO Energy (XTO) join Apache (APA) with great news and great growth

Now we understand the surge there -- these companies have growth when the major integrated like Exxon Mobil (XOM) and Royal Dutch Shell (RDS.A) have almost none.

Now we understand the surge there -- these companies have growth when the major integrated like Exxon Mobil (XOM) and Royal Dutch Shell (RDS.A) have almost none.