STOCKS OIL
The Speaker is long Frontline (FRO), the world’s largest oil tanker shipping company.
COMMODITIES OIL
The big question is how much oil production from US shale fields will plummet.
STOCKS tech oil
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 middle east oil
Contrary to popular belief, the Middle East has the least amount of geopolitical risk. Oil prices will keep defying bullish expectations.