There should perhaps be a psychological study on the people that pick out random words from your tweets and make coins from them like quick guys he said toothpaste quick raid raid raid, but then they get annoyed and say how come you aren’t supporting toothpaste token when you previously used the word toothpaste in a sentence
An important reminder for the weekend:
The oil-to-gold ratio remains near historically low levels, and the era of cheap energy is likely coming to an end.
It’s hard to imagine countries not becoming far more aggressive in building strategic reserves after the recent supply shocks.
The reality is that it’s very difficult to get the deglobalization toothpaste back in the tube.
This dynamic creates a structural floor for energy prices that the market still underappreciates.