I've listened to, read, or talked with a number of 2013 outlookers in recent weeks, and I wouldn't put too many of them in the overtly "bullish" camp — Toby Kolstad included. Besides, the president of Rail Theory Forecasts L.L.C. and a Progressive Railroading columnist, isn't an either/or, thumbs-up or thumbs-down type of forecaster; his analysis is always a bit more nuanced. But Toby does believe the oil boom will sustain the U.S. economy — and the rail-car leasing sector — in 2013. Why does he think so? Read his February column.