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Weekly Notebook Review | June 27, 2023

Hedgeye Podcasts

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The Permian and the Silver State

In my opinion, oil will be the trade because as every oil well goes down in productive volume, it outputs more natural gas. We have so much stranded natural gas just in the USA, let alone everywhere else in the world. It's like, do you want to bet on the byproduct? Natural gas is the silver to the oil that is gold.

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