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Will A Recession End The Commodity Bull Market? | Rick Rule
Forward Guidance
Oil and Natural Gas
Canadian companies are less expensive by similar metrics than their american counterparts. They're more expensive because the political risk is even higher. I continue to like the gas rich canadian names, tormaline being one of them. If we solve the problem with russia and the ukraine in the near term, i thinkthat you'll see the oil price go very quickly to 60 dollars. But i don't think it'll stay there.
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