The MacroTourist

The MacroTourist

Share this post

The MacroTourist
The MacroTourist
TIME TO BUY SOME ENERGY EQUITIES
Copy link
Facebook
Email
Notes
More

TIME TO BUY SOME ENERGY EQUITIES

Why the 'tourist is finally pulling the trigger

Kevin Muir's avatar
Kevin Muir
Sep 15, 2021
∙ Paid
70

Share this post

The MacroTourist
The MacroTourist
TIME TO BUY SOME ENERGY EQUITIES
Copy link
Facebook
Email
Notes
More
66
Share

Over the past half-year, I have written how the decision by governments and capital allocators to starve the energy industry of exploration funds would have a positive effect on both crude oil and natural gas prices [NO NEW SUPPLY. PERIOD.] Proving that even the blind squirrel finds an acorn every now and then; I managed to get that call right as most…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More