Comments
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TLguys wtf, why do you complain. Look out of the window or close your eyes for 10 minutes if you don't like the format. this is superb content and complimentary to Diego Parilla's stuff. more please!
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SLThe head-and-shoulders works (Rainmaker) its just a bit too close ... It becomes detrimental to the message. Regardless, there were some great points made.
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KSTo me , this video serves as a reminder that what we see - is not what we are told it it. Scarcity is not why prices are high or low - it is more complex then that and it is nice to be reminded.
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AKI agree with the Orwellian presentation comment. However, watch it as John had some great thoughts. Its definitely worth to watch or at least listen to it!
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JSThis one just didn't work for me at all.
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MANext time try to zoom in closer to his face, please.
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dbCliffs Notes: Commodities suck. Our Fed induced depression and their playing chicken with deflation to keep Gibson's paradox alive is more likely the culprit. This is someone embracing consensus.
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RMHis claim that wages buy more oil now than before is refuted in the chart about half way down this link (from Grantham's 3Q14 letter)- http://crudeoilpeak.info/oil-price-analysis
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DHThe head and shoulders presentation a bit off-putting… Orwellian even. I think I would have been more open to the content if the shot had been set-up differently.
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TJThought provoking, concise thoughts from John on a most complex asset class. Brilliant.
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CC@ 2:44 in regards to shale oil production not affecting price... You lost me. Look at the production charts. It is ALL about shale production growth.