Flash Update – May 28 2018

Published on: May 28th, 2018

Raoul wants to add a few trades that he has had his eye on for a while… Published May 28, 2018.

Comments

  • MD
    Michael D.
    21 August 2018 @ 05:23
    What is the best way to get short WTI exposure without futures?
  • AC
    Andrew C.
    31 May 2018 @ 12:01
    Raoul: $30 dollar oil seems very extreme to me, especially as 2017 new discoveries of Oil/Gas is the lowest (at 7.8billion boe) since 1947! Can you pass comment on this report as a counter argument? TRIPLE DIGIT OIL PRICES: ARE YOU READY? https://invertirenvalor.com/wp-content/uploads/2018/02/2017.Q4-GoRozen-Commentary.pdf thanks
  • MB
    Matthias B.
    28 May 2018 @ 19:29
    short, concise and actionable. fantastic stuff!
    • JM
      John M.
      29 May 2018 @ 20:27
      Read it May 28th, hesitated morning of 29th because TLT had had a good move up in the previous 48 hrs. By 11AM it was already $122+ so I am left out! At this point maybe as much downside risk as upside reward?
    • DW
      Daniel W.
      30 May 2018 @ 15:22
      Look at it on amonthly Chart... (moves starting mid 2011 and end of 2015). In case you belive in Raoul's Thesis (10y yield going to 0.5%) than Nothing has happened yet.
  • lD
    lance D.
    29 May 2018 @ 12:56
    Ok Strapped in .., on it like a car bonnet BOSS....
  • GS
    George S.
    29 May 2018 @ 11:18
    On the money!
  • B
    Bob .
    29 May 2018 @ 00:59
    Thanks.
  • JB
    Jason B.
    28 May 2018 @ 18:11
    Many thanks for the post, Raoul. With all the clutter and fast-flying news on these assets, it's great to get a concrete recommendation on these trades.
  • DY
    Dmytro Y.
    28 May 2018 @ 15:12
    Raoul, thank you, USD 30 oil or even USD 40 oil looks now as if the economy will collapse for some time as it did in 2008. it is unsustainable price level in the long run, as you know, and given growth in consumption the price of USD 30 would mean collapse in commodities prices, collapse in demand, weak economy, no stimilus from China and other countries. What makes you so bearish Oil?