What Crash?? Buy Tankers…

I put in these trades April 1.  It's done well.

https://adventuresincapitalism.com/2020/03/13/ignore-the-market-crash-and-buy-tankers/

Here's a video explaining the play on tankers:

https://www.realvision.com/opportunity-in-the-covid-crude-oil-contango?utm_source=contributor&utm_medium=referral&utm_campaign=43916_HK_GH_CONT_W1_LINK

How Many Barrels Of Oil Are Needed To Mine One Bitcoin?

http://www.zerohedge.com/news/2017-10-28/how-many-barrels-oil-are-needed-mine-one-bitcoin

An Extremely Important Note On The Silver Market. Plus A Look At The US Dollar, Oil, And Stocks

The secular low for silver in the current (bull) cycle was $13.83/oz. on December 31, 2015.  The all-time high of approximately $50/oz. occurred in 1980 and 2011.  Keep these inflection points in mind.  When silver does breach $50, the sky is the limit.

http://kingworldnews.com/an-extremely-important-note-on-the-silver-market-plus-a-look-at-the-dollar-oil-and-stocks/

Must See Charts – Gold Hedges USD Devaluation, Rise in Oil, Food and Cost of Living Since Nixon Ended Gold Standard

http://www.goldcore.com/us/gold-blog/must-see-charts-gold-hedges-usd-devaluation-rise-oil-food-cost-living-since-nixon-ended-gold-standard/

James Turk – Oil Plunges 6 Percent To New Lows But What About Gold And Silver?

http://kingworldnews.com/james-turk-oil-plunges-another-6-percent-to-new-lows-but-what-about-gold-and-silver/

...the precious metals continue to trade within a 2-tiered market. The two markets are interrelated because they intersect at the spot price of gold, but they are fundamentally different.

One tier is the physical market, and the second tier is of course the paper market. In the former, people own physical gold. In contrast, in the paper market, people only own exposure to the gold price. They don’t own gold.

When you own a futures contract, option or gold ETF, you don’t own physical gold. Similarly if you own a forward contract for which someone like a bullion bank is obligated to deliver metal to you at some future date, you own paper-gold. All paper-gold comes with is counterparty risk, which changes gold from a safe-haven to just another financial instrument.

Will $60 Oil Be The Black Swan?

http://investmentresearchdynamics.com/will-60-oil-be-the-black-swan/

Stunning Interview From Market Legend On Gold, Oil & Stocks

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2014/11/5_Stunning_Interview_From_Market_Legend_On_Gold%2C_Oil_%26_Stocks.html

China, Russia, Saudi Arabia, Oil, Gold, Silver & Global Conflict

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2014/10/7_China,_Russia,_Saudi_Arabia,_Oil,_Gold,_Silver_%26_Global_Conflict.html

Iraq Crisis-$150 to $200 Oil Might Seem Cheap-Chris Martenson

http://usawatchdog.com/iraq-crisis-150-to-200-oil-might-seem-cheap-chris-martenson/

Iraq crisis may escalate into 'regional war': Jim Rickards

http://video.cnbc.com/gallery/?video=3000282430

Absolutely Shocking Developments In The War In Gold & Oil

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2014/5/23_Absolutely_Shocking_Developments_In_The_War_In_Gold_%26_Oil.html

Russia And The Ukraine – The Worrisome Connection To World Oil And Gas Problems

http://www.zerohedge.com/news/2014-05-08/russia-and-ukraine-%E2%80%93-worrisome-connection-world-oil-and-gas-problems

One Of The Biggest Problems Facing The World Today

Peak oil and peak gold are here to stay.

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2014/4/29_One_Of_The_Biggest_Problems_Facing_The_World_Today.html

Purchasing Power of the USDollar vs. Gold and Oil

Click on Image to Enlarge

Get Ready for Rising Commodity Prices

http://www.peakprosperity.com/blog/82386/get-ready-rising-commodity-prices

The Soft Cost Curves Of Hard Assets: Where The Cash Flow Hits The Road

http://www.zerohedge.com/news/2013-04-18/soft-cost-curves-hard-assets-where-cash-flow-hits-road

Putin Turns Black Gold to Bullion as Russia Outbuys World

http://www.bloomberg.com/news/2013-02-10/putin-turns-black-gold-into-bullion-as-russia-out-buys-world.html

Documents: Leaked Industry E-Mails and Reports

This is more evidence from geologists who are dampening expectations for shale.  Yes, I do believe we should pursue this and other alternative energy resources--including renewables, but due to more efficient extraction (i.e., horizontal drilling), the life cycles of oil and natural gas fields are much shorter in duration than what the hopium describes.  Peak oil subscribes to the theory that we will not run out of oil--rather, we will run out of easy-to-reach, and cheap oil.

While this "bubble" in shale will end in tears, it is the investments in the technology that will be end up being a disaster.  Prices will remain elevated as long as these forecasts for production remain overly optimistic.

http://www.nytimes.com/interactive/us/natural-gas-drilling-down-documents-4.html

Dollar no longer primary oil currency as China begins to sell oil using Yuan

I've warned of this day coming many times, and despite complete neglect by the US media, this is probably THE biggest event in decades affecting the welfare and standard of living for all Americans. The USDollar is about to lose its global reserve currency status, as the "petrodollar" is no longer the international trade settlement currency.  Countries will no longer need USDollars in cross-border (oil) transactions.  This will have negative ramifications for the strength of the dollar--as well as reduced demand for US Treasury bonds.  Sinking bond prices = rising bond yields = rising interest rates = US government bankruptcy.

Expect our purchasing power to plummet, i.e. rising consumer prices despite stagnant and declining incomes.  A sinking economy will also mean social unrest.  See southern Europe.

http://www.examiner.com/article/dollar-no-longer-primary-oil-currency-as-china-begins-to-sell-oil-using-yuan

The Future of Gold, Oil & the Dollar

I don't agree with everything Martenson predicts, but here are some of his insights.

http://www.peakprosperity.com/blog/79847/why-stock-markets-must-rise