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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (13742)	9/22/2025 10:47:55 AM
From: robert b furman	Respond to of 13769

My bet is the gold to oil ratio (which is at its all time high), is about to make a major shift. Much like oil was at a high when gold was at a low in the 70s, the commodity world has a history of turning the ratios upside down - usually at the compete surprise of the media spin. The balanced supply of crude has been contrary to all of the OPEC increases (that were due to be the cause of a glut). If and when OPEC can control the chronic cheaters of over production (Iran, Russia, Kazakhstan), we'll find ourselves in a balanced market with the possibility of a deficit market.y This will come as a complete surprise to most. Crude may at best pull a reversal in price and become in balance vs the projected future glut. If price stability is maintained as it has been in 2024 and the start of 2025, the efficient drillers of the shale deposits will continue their 5% to 8% plus dividend yields. If pricing power of oil cedes to the OPEC plus producers, we're in for an inflationary spiral up and the eventual choking off of economic growth - MUCH LIKE HAPPENS EVERYTIME OPED PLUS GETS PRICING POWER. I'm much more confident holding oil in the ground awaiting a better than historical low price - (vs gold) than I am holding gold at all time highs, as we enter a global recession caused by surprise surprise, the rising price of crude. The world has yet to learn that the Green New Deal goals of less fossil fuel usage resulting from the adoption of EV,'s just is not going to fruition, at least not to the degree that the ICE will become obsolete. That was just a good political scam for money to be redistributed to a different group of interests. Bob