The Coming Oil Bull Market

This is a Guest Post by AK of Fallible
AK has been an analyst at long/short equity investment firms, global macro funds, and corporate economics departments. He co-founded Macro Ops and is the host of Fallible.

We all know the biggest profits come from staying ahead of the market.

If everybody thinks prices will go one way… you have to look for evidence that says otherwise.

And on the rare occasion you actually find that evidence, you can make truckloads of money.

Today I’m going to show you data that proves the market is completely wrong about a particular asset.

The price of this asset collapsed in 2014 and took everyone by surprise.

And now a majority of investors think it’s set to stay low for years to come…

But in reality, it’s about to take off on a massive run higher.

Are you ready for the bull market in oil?!

The video above will discuss the popular narrative that’s driven oil’s bear market over the last 3 years. It consists of two core ideas:

  1. Fracking has caused the supply of oil to explode.

  2. The adoption of electric vehicles is killing a huge source of oil demand.

Both of these ideas are not the case anymore. The latest underlying data tells a different story. And as always, investors are slow to react, creating an opportunity for us.

My partners at Macro Ops have found a number of oil and gas stocks that should multiply quickly as the bull market kicks off. You can check out their oil thesis here.

And if you want to learn more about being a contrarian and betting against the market, then check out our video where trading legend Stan Druckenmiller explains the importance of gaming alternative market scenarios here.

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