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Can Gold Withstand the Liquidity Drain? | Sean Fielder
Forward Guidance
The Sea Change in the Energy Investor's Allocation of Capital
There are at least four big tailwinds to the energy investor since October, November of 2020. One is economic growth which exploded higher as such natural gas and price of oil went higher. The amount of money they're putting in the ground to expand production is much more modest than it has been historically. And there has been now years of under investment. So that all is a recipe for significantly higher prices.
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