Bill Perkins is Not Afraid
Risk of Ruin
Finding the Hidden Meaning in the Chaos
In a market that seems efficient and random, if you can find the signal in the noise, then you have an edge. In our market, there's not infinite storage. We saw that at Cushing this past year. If supply demand balance is particularly loose, we can have a situation where we have to induce demand or actually turn off supply because prices go so low.
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