Kaoboy Musings

Kaoboy Musings

Re: Oil-Deep Dive & The Supply/Demand Singularity Revisited.

Pun intended on the "Deep Dive" part -- at least in the short-term. Read further to find out what I think the future holds for Oil.

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Michael Kao
May 25, 2023
∙ Paid

For those of you who have followed me for a while, you know that I’m neither Perma-Bull nor Perma-Bear. If there’s anything I’ve learned in my years investing in the Oil Patch it’s that remaining religiously wed to an investment thesis even when the facts are changing can be extremely hazardous to your financial health.

It’s OK to have a long-term thesi…

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