UK 06:40 Sunday, 25 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
In this podcast I look at profits warnings, earnings visibility and equity valuations. I also look specifically at oil and resource stocks explaining why there is not yet blood on the streets but there will be.
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Comments
alcira16247
Tom
Another great listen…. many thanks.
I wouldn’t disagree totally with your oil anayalis other than to ask …… is the current malaise in commodity/oil prices really have to do with global economic slowdown or more to do with geopolitical machinations of the USA?
Is it really believable that the much heralded decline in the crude price is due to the Saudis wanting to preserve market share and ‘hurt’ US shale producers? Really?
The Saudis have for decades been nothing more than US stooges, blindly following and backing US regional foreign policy. Can it be true, that now, of all times, they decide, to turn against their number one ally, by declaring an ‘economic war’ on the US oil industry? Or are they doing nothing more than following an agenda set by the US government?
Therefore, in my view, long before the US and by extension, the Western oil industries begin to suffer any permanent unrecoverable damage , OPEC will meet and declare major cuts in oil production. Price of oil swiftly climbs to pre- October levels.