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July 9, 2018

PSO = Peak Shale Optimism


Ever since oil prices collapsed in 2014, there has been an underlying belief that oil prices could not go up due to endless oversupply from shale oil. Now, 4 years later, that supply growth is stalling. There are various reasons for this, but underlying everything else, is the fact that the basic economics of shale just aren’t that robust. This is partly due to ... Read More
Categories: Investments
Positions Mentioned: ESV, NE, TDW, TDW Warrants
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