- Peak oil is *behind* us.
- We are now within an inflationary recession, one that we at bhc investment have been predicting all along.
- Recession never stays forever.
- If Crude Oil is trading around, say, 100 when there's a recession, where will it be when the recession is over?
- Look through the "windshield"; it is through the "rear-view mirror" the herds look.
- The herds never got it right; the herds are to be slaughtered.
- All central banks will attempt to stimulate their economies in order to get us out of this recession. Most of them will manipulate interest rates through money printing. All money printing is *inflationary*.
- Inflation is here to stay for the long run!
- We will continue to hold on to our postion in Crude and rolling it over.
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Reference:
Related posts:
- Crude Oil: The Bears Never Stop Flip-Flopping
- Buffett: Supply and Demand
- Buffett, Buffett, Buffett, Part III
- Crude Oil vs Gold
- Global Wealth Destruction
- Global Wealth Destruction, Part II
- $3.2 Billion Loss to Shorting Crude!
- Humble Suggestions, Part IV
- Humble Suggestions, Part V
- Boone is Now with Boon, Part V
- Inflationary Recession
1 comments:
Dear Boon,
You're saying that oil will remain in the region of $100 ? But then you're also saying that all the money printing will be inflationary - so, will crude go higher or stay around $100 ?
In your opinion, which part of a recession are we in 1-2-3-4?
I'm so afraid to ask, but how will Malaysia fair in all these?
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