Originally Posted by
OpieTaylor
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.
Wish you the best in making a quick buck. There are a few here, myself included, who are more concerned with the “unknown unknowns” and unintended second and third order effects that come with breaking global supply chains. We’re likely going to see a whole lot of things happening that nobody predicted over the next months and years. If your only interest is breaking things down into transactional opportunities, go for it. Just don’t expect us all to think the way you do.