Fed-Fueled Oil Opportunity

Published on
30 November, 2018
Topic
Commodities, Oil, Geopolitics
Duration
15 minutes
Asset class
Commodities

Fed-Fueled Oil Opportunity

Featuring Larry McDonald

Larry McDonald, founder of the Bear Traps Report, lays out his long-term oil thesis and explains how to take advantage of recent price action. He reviews relevant geopolitical factors, highlights key fundamentals and lays out the trade in this interview with Brian Price. Filmed on November 28, 2018.

Published on
30 November, 2018
Topic
Commodities, Oil, Geopolitics
Duration
15 minutes
Asset class
Commodities
Rating
15
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Comments

  • MS

    Michel S.

    4 12 2018 01:43

    1       0

    Super good and credible.. Spectical about the green guys getting into the board of oil cie, futur will tell I have no facts about that... I agree with the analyst of oil for 2019 2002, some peoples forget oil is the ultimate commodity. A slighly disruption from any producters country affect greatly the price.. $49 a barrel is way to cheap, think about that we will consume 102M barrel a day in 2019.. And yes frackers are in debt to the bones,, $50 cost not easy to bring casf flow. It might even be the last time we see these low price.

  • AP

    A P.

    1 12 2018 13:16

    2       0

    RV, maybe time for more sophisticated ways of expressing trades than short/long ETFs? Nancy Davis' Brazil trade, coupled with her general thesis, comes to mind as a great example.

  • SH

    Steve H.

    30 11 2018 21:10

    6       0

    I'm sort of mystified as to how a 2-year projected hold qualifies as a TRADE idea. Be that as it may, anybody who can take a 2-year view on anything in these markets has to be congratulated for having a lot of vision and/or nerve.

  • JG

    Jory G.

    30 11 2018 14:49

    2       0

    Does not oil have an important role in the production of components used to make electric cars, solar panels and wind generators since many components are by products of oil? No one seems to be discussing that benefit of oil production Life would be much more complex and expensive with out plastic.

  • CM

    Carlos M.

    30 11 2018 09:39

    9       0

    the Saudi are not weaponizing by controlling production, they are doing it by pricing it in CNY ( Saudi became the #1 supplier of oil to China), how come no one talks about this? this whole thing is about US losing control on the commodities market, sanctions and tariffs are not helping US case for a petrodollar system.

    What !!??? Saudi's need price at 55-70?? since when? oil might go up specially if USD weakens but overall poor arguments IMO for an oil bounce.