Campbell also clearly misses the WHY. Why is this happening? Because the US empire is in the same crisis as the British faced at time of opium wars, a silver/gold drain due to current account deficit. Trump is trying to balance this by stealing energy assets of VZ and Iran, then selling it to China.
Hmmm a good one but I think early by a few months ... I guess we'll see
Great Article whats the playbook for energy - USO , midstream, OIH- services ? Time for more tequila :)
Agreed - Alex, any single names or relevant ETFs to consider would be super helpful.
would also like to know your playbook here too... many thanks!
There is no nuclear program, regional terror or a radical regime (except for Israel)
hey, friend from opposite world! 😝
Nice analysis! how are you expressing the 300% short credit?
It's like nature is reminding us that our technology is a poor imitation of the true god...
Campbell also clearly misses the WHY. Why is this happening? Because the US empire is in the same crisis as the British faced at time of opium wars, a silver/gold drain due to current account deficit. Trump is trying to balance this by stealing energy assets of VZ and Iran, then selling it to China.
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