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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (100881)	6/2/2013 7:30:43 PM
From: bart13	Read Replies (2) \| Respond to of 217544

Given that marginal production costs for a new barrel of oil are in the $80+ area (even with the "magic from shale" per the ossified optimists), I doubt that oil will spend much time below there. so I think the deflationary effects will be much more about noise than real signal. I have little clue on what it might be decoupling with, but if it's gold then now is similar to the 1974-76 where oil continued up but gold dropped 47%. If the Middle East lights up, we won't even see oil in the $60s.