super-cycle
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ART BERMAN NEWSLETTER: JUNE 2021 (2021-5)
- June 6, 2021
- Posted by: Art Berman
- Category: Newsletter
4 CommentsInvestors demanded fiscal & growth discipline from tight oil. Tight oil delivered but investors are uninterested because there’s no growth story. Bait-and-switch.
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ART BERMAN NEWSLETTER: APRIL 2021 (2021-3)
- April 1, 2021
- Posted by: Art Berman
- Category: Newsletter
We’re near the end of a price increase that began at less than zero back to the where prices were before the pandemic. That’s a recovery not a rally.
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