In autumn of 2011, I wrote in MarketWatch's "Next Great Investment Columnist" competition, that one thing was going to change everything for America. That one thing was the development of our own natural gas and oil reserves. My analysis landed me a spot on MarketWatch.com of the Wall Street Journal network in November of 2011. A few weeks later, Citigroup and Goldman Sachs made public their research that agreed with mine.

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