#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today
Superinvestors and the Art of Worldly Wisdom
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The Role of Neural Networks in Understanding Oil Supply Growth
We believe that the shale has passed their peak in production and now will begin to decline. We're pretty confident that the great era of shale is over in the US. There has been, in fact, we wrote about this about 10 years ago saying that non-OPEC non-US oil supply growth was going to turn negative. And no one believes this and no one understands what's happening in the shale.
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