STOCKS

It’s not Dead, it’s Resting

The Speaker is long Frontline (FRO), the world’s largest oil tanker shipping company.


COMMODITIES

Energy Outlook

The big question is how much oil production from US shale fields will plummet.


STOCKS

Shale and Silicon Valley: a telling analogy

Silicon Valley is experiencing a confined downturn, similar to the shale bust of 2015—16. The lesson is that now is not the time to be bearish.


POLITICS

Let there be peace

Contrary to popular belief, the Middle East has the least amount of geopolitical risk. Oil prices will keep defying bullish expectations.


POLITICS

Curse be upon them

“A Jewish state on only part of the land is not the end but the beginning. We must expel Arabs and take their place.”