Originally Posted by
Trip7
The market is not pricing in the largest energy crisis in the modern history of the human race. Ask AI bulls where the helium for Semiconductor production growth will come from.
Reality will settle in as inventories continue to rapidly decline in the next couple of months
So 80% of the world’s oil is either tripling or quadrupling in value for the long term. The oil sheiks who can’t get their oil out will be going BK sitting on product they can’t sell.
Who is the winner? If I am all cash staring this week where do I invest and ride this wave of 80 million barrels per day quadrupling in value.
The people who are sitting on 20 million barrels a day that they can’t ship out, where and what companies are they emergency spending their money on to get product out.
Who cares about a recession if this thing is already called, and you can just show us the money.
When the market prices the largest energy crisis human history in who will the winners be? Don’t bore us with the losers.