Raoul Pal @RaoulGMI Founder/CEO - Global Macro Investor and Real Vision Group, Business Cycle Economist, Investment Strategist, Economic Historian, Traveller and Rum Drinker.. Mar. 06, 2020 1 min read

If OPEC/ROPEC etc don't do enough (hint: they can't) then oil is about to go into a world of pain. It is also going to ignite the junk bond market.

US Oil stocks - with ESG mandates leading to massive divesting, who is the buyer?

EU Oil Stocks - ditto. No buyer.


You can follow @RaoulGMI.



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