..yes, listen to Lance in this video about oil prices (if you didn't believe me). They rise not because of supply underinvestment, yes that is a factor but the bigger influence is what happens on the commodity floors , traders get long and now suddenly exit their long positions when the recession narrative hits the floor.
...Energy trade is coming to an end...next could be tech (which is unloved now) in due time.
...Everything Lance said in this video is exactly what I have been saying, but he explains it so much better.
