I'm trying to understand this through a market process. In regards to the petrol energy being needed and you calling for 100$ oil. I would justify 100$ oil through semiconductors, here's why; without the oil there's no semis and oil powers the semis with it's energy. The exponential growth of semis is proof and almost nothing in our modern lives runs without semis. Pull up a chart of the $SOX Index. Now shouldn't oil be tailing close behind?
I'm trying to add to your thoughts and your thoughts have been blowing my mind for years. I know I didn't cover your whole post but there's a bit for me to unwrap here. I always reread it.
Can I ask what books or articles you read weekly?
Seriously asking and thank you for taking time out your day to post publicly.
I'm trying to understand this through a market process. In regards to the petrol energy being needed and you calling for 100$ oil. I would justify 100$ oil through semiconductors, here's why; without the oil there's no semis and oil powers the semis with it's energy. The exponential growth of semis is proof and almost nothing in our modern lives runs without semis. Pull up a chart of the $SOX Index. Now shouldn't oil be tailing close behind?
I'm trying to add to your thoughts and your thoughts have been blowing my mind for years. I know I didn't cover your whole post but there's a bit for me to unwrap here. I always reread it.
Can I ask what books or articles you read weekly?
Seriously asking and thank you for taking time out your day to post publicly.