Paulo

Commodities: Bubble or Not?

So, does global nuclear war start at $150 a barrel, $200 a barrel or $250 a barrel.

And what will that do to producers and supply? Or will these be strategically avoided?

Very large short positions may not be very useful, no?

Okay, I admit that my mind would turn to shorting somewhere between $150 and $200 a barrel, but I am not sure that I would short producers, including oil sands.

So what exactly would be shorted and in what time frame?