Betting big on re-escalation and realization of the ignored oil shock
Author expects escalation in Middle East tensions and a delayed market realization of oil supply shocks. Current market highs ignore fundamental oil disruption risks that will surface by summer, triggering a major sell-off that benefits oil positions.
1d—
3d+3.8%
1w+11.0%
1m—
3m—
6m—
1y—