Boaz Shoshan here again. Hope you’ve been having a great Easter. And I hope you enjoyed part I of my conversation with James Allen on the possibility of a “Crude Credit Crunch” (if you’ve not watched it yet, you can see it here).
James believes we’re going to witness a most radical bailout. So important is domestic oil production to the US, that he reckons the Federal Reserve prints money to keep them solvent. An extreme reaction, certainly, but one he argues isn’t unprecedented.
We also explore a “win-win” investment he’s identified, that’s posed to benefit no matter how things turn out…
So here it is: The Crude Credit Crunch, Part II:
I hope you enjoy it.
And with that, I’ll take my leave. Harry Hamburg will be back at the helm tomorrow.
All the best,
Editor, Southbank Investment Research
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