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Opportunities for Value Investing, China's Digital Currency, & the Pivot to Asia | James Aitken
Hidden Forces
The Capital Destroyment of the Shale Patch
The shale patch blew through something like 300 and forty billion dollars of invest the capital. And then what happened in 17? You had activist investors arrived, better late than ever at some of the best ran cha companies. What does that mean for oil supply? They all want prices op. Well, it's not obvious to day, because all prices are under a bit of pressure. But i think we're moving into a world with shal company discipline. We're not just going to pump it any more. I like certain gy companies in the united states, and as my clients know, the one i alighted on was hess. It's not to say tht'sanything wrong
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