Zeev's Turnips Patch-No Politics (ZEEV)

[TJ Parker]

Bearishness is as thick as the bullishness was in January.

hmm. we must be reading different things.


there are catalysts for a rally in july: everyone is bearish on the handover at the end of the month (contrarian); fed will likely raise rates for the first time; opec will probably increase output (officially, anyway, since - as i've read - actual production already outpaces the proposed limits already).