Browsing Tag


$200 oil as a black swan

$200 oil was not on any list of probable outcomes I've seen or considered recently. I think it's fair to say that $200 oil - if it were to happen - would be a black swan event. And it would usher in a massive global economic contraction…

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.

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