Commodity Trade Mantra

Posts Tagged ‘Shale Oil Bonds’

Shale Oil 2015 = Subprime Mortgages 2008

There is a nearly 100% chance that oil prices will remain mired in “shale oil death” territory for as long as the low cost Middle Eastern producers need to recapture market share – and the longer this takes, the more catastrophic losses will occur to shale oil investors – the only viable American industry in the post-2008 world of QE.

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