Wednesday, April 12, 2023 5:31:00 PM
I think your instincts are good, given the mashup of mixed metrics we have to work with
Demand destruction is certainly a lot easier (with the Fed having the big hammer) than bringing production up for the supply side to keep pace with growth…
Powell’s pain isn’t just USA but we do carry a lot of influence in global monetary affairs
Today’s CPI numbers seem to indicate that we are going to get another 25 BP hike
More medicine before the first bitter pills have taken full effect
Playing with fire
Fingers crossed that we don’t burn the house down
And yes, I do agree that GSPE is working on a very smart next step by targeting producing properties
THEN drill Tau2
spec
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