Near record 10 Million Barrels a day. Of the 50 or so oil related stocks that i follow only about ten, 20 are up over the past month. All down more than 20 . Goodrich petroleum down more than 40 . One group that has been completely i think ignored, the offshore drillers. Theyre down worse, when youve got the hercules offshore. You cant even mention it now. All difficult. Ensco, a very modern rig system. The number of rigs coming on is shocking. People dont understand its about supply not necessarily demand. The tenyear treasury yield at 1. 92 or so. Again, down from our recent highs. But lets not forget jim. Yes, were down in the near term, but were actually higher than we were by about 30 basis points for our lows so far in the year. Excellent. Also in our road map this morning, shares of Gilead Sciences are down. Could be the big stock story of the day. The Company Warning of complications related to its hepatitis c drug. Chuck schumer calling for an investigation into Lumber Liquida