Replying to Avatar Marty Bent

In practice, as our friend Parker Lewis points out, the demand destruction theory is structurally flawed because it fails to factor in the effect rapidly rising interest rates has on the supply side of things.

https://tftc.io/martys-bent/issue-1383/

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360b26c8... 2y ago

That chart is undeniable, it does feel like there is artificially suppressed supply with the opec cuts, but perhaps they don't have as much spare capacity as some think...

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