Brink

"Buy oil producers in countries where governments are less likely to intervene in the day-to-day business of producers. This is likely to be Canada, Brazil and Colombia." @gave_vincent @Gavekal -> Add Argentina ( $YPF and $PAM) to that list. Lula will probably mess with $PBR.

This is the most perfect and concise summary of where we stand today. Many people operate under the assumption that the US just "decides" what happens.

Past week, it has again become clear how important it is who you follow @kevinmuir Dont fade this @donnelly_brent Dont fade this @PauloMacro Dont fade this @Geo_papic Dont fade this If all the ppl who have demonstrated skill over years say the same thing, you better listen