The Next Phase

Published on: August 21st, 2018

Raoul identifies where the next knock on effects should lie, many of which are the key to the next phase of the potential deflationary bust.


  • JQ
    JACK Q.
    22 August 2018 @ 04:55
    Aside from stronger dollar that drives that oil shoe to drop - any other catalyst you see here that leads oil significant lower? Backwardation on the oil curve is still generating huge carry trade for people
    • RP
      Raoul P. | Founder
      22 August 2018 @ 10:52
      Yes, but I think the backwardation is likely to reverse as global growth slows and the demand for distillilates slows too.
  • BA
    Bob A.
    22 August 2018 @ 05:29
    Clear and concise. I enjoy your writing style. Thanks.
  • MS
    Mitchell S.
    22 August 2018 @ 19:33
    Hi, On RVTV you recommended buying TLT call options. What is your preferred expiry date? Strike price? A spread on both expiry and price? Do you expect new highs in TLT? Thanks Mitch
  • MD
    Michael D.
    23 August 2018 @ 02:26
    Can someone offer me an opinion on best way to get short WTI exposure without futures
    • RK
      Robert K.
      25 August 2018 @ 16:52
      most liquid is USO I think but there are few others too:
  • RK
    Robert K.
    25 August 2018 @ 16:55
    Gentlemen, just checked how the S&P looks in real money (gold) terms. It is interesting to see we are quite far from the 2000s mania top: .
    • RK
      Robert K.
      25 August 2018 @ 16:57
      and oil in gold terms: