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This week we wanted to address two questions that have come up from our recent posts and videos. The first on why are we not more pound-the-table bullish on crude oil after noting how inexpensive it is versus a bunch of other commodities. The second question is what kind of capital return could work is on what kind of “yield vehicle” could be possible for shale pure-plays that do not want to sell to a larger company and where diversification wouldn’t make sense.
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⚖️Disclaimer
I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.
📜 Credits
Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.
This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.
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