My high-conviction bet on a prolonged global oil shortage.

Hey, I'm recklessly exposed to oil-prices, don't listen to anything I say, if you feel bullish after reading, take a short position, that is financial advice. TLDR: I'm long a lot of traditional energy, I prioritize torque and immediate capital returns via buybacks. My portfolio is first and foremost an aggressive, highly concentrated bet on a prolonged global shortage of oil. Everything else in my book is completely ancillary. I’m focused entirely on physical constraints and the structural undersupply of g