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    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.

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