If the United States was zero-dependent on Middle Eastern oil, but the rest of our allies among consuming nations were just as dependent, then a disruption anywhere is a price increase everywhere.
The market has an asymmetrical bias towards upside risk because we've lost those cushions.
We're suffering from a shortage of rigorous ideas about what's happening to function in the human brain in these diseases.
There's a windfall ... But that's not evil.
Fundamentals would suggest prices in the low-to-mid-30s. But fundamentals are not all that's driving this market.
This company is a giant in a way, but a baby in terms of being a profit-making corporation. It will be a great investment over the next decade.
Physically it's very feasible, and politically it's very feasible.
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