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Takeaway: We reiterate our bearish intermediate to long-term view within a myriad of conflicting signals.

In the video below and its accompanying slide deck, we weigh-in on conflicting top-down market signals and touch on the push and pull in global supply/demand dynamics.

 

 

CLICK HERE to download the associated presentation.

As, always we appreciate any comments or questions coming our way. 

Ben Ryan

Analyst