This video talks about some of the issues involved in the U.S. Election Campaign. We discuss the Economic theory behind some of the Politically proposed solutions by Donald Trump.
It is pretty ironic that Netflix disrupted Blockbuster, causing Blockbuster to go the bankruptcy route, and ultimately On Demand is already disrupting Netflix as we speak.
Is a rising inflation problem going to force the Fed`s hand into raising interest rates faster than the financial markets currently have priced in with many asset classes from bonds, the U.S. Dollar, and equities.
Costs for servicing oil projects have pulled back considerably after a nice decade of price spikes, but oil servicing costs are going to rise again, necessitating higher oil prices to justify capital allocation behavior.
Oil will be above $45 a barrel by April, above $70 a barrel in fifteen months, and over $100 a barrel in 3 years once you start plugging in the numbers in the aforementioned oil equation.
Gasoline demand is driving the oil complex higher, relatively strong gasoline numbers on the refinery input side and the gasoline demand side of the equation.
