Browsing Tag


The shale oil bubble

Was the shale oil capital expenditure explosion simply a bubble? What trendline does this chart follow going forward and what does it mean for price? These are some fundamental questions that need to be answered.

RBS: The bears have killed Goldilocks

Last week I was talking about the Goldilocks scenario for the US. I think it is achievable. But this week, RBS tells us that the bears have killed Goldilocks. They say we should "sell everything". Of course, I am more bullish than RBS - or…

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