Russell Clark,
Portfolio Manager
July 2017 The End of the Texas Tea Party

“The increase in completed wells and the substantial drop in legacy wells potentially indicates that new well production is increasingly cannibalising legacy production. The level of legacy decline is very significant issue. Permian producers have struggled to stay ahead of the legacy decline of the field.”

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Market Views

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> The End of the Texas Tea Party Russell Clark July 2017
> The Buy Case for Dry-Bulk shippers Stephen Roberts June 2017
> Gold, Bonds and Asian Currencies Russell Clark May 2017
> The Coming Iron Ore Deficit Russell Clark May 2017
> The Capital Destructive Nature of the US Shale Industry Russell Clark May 2017
> Emerging Market debt looks more attractive than US high yield Russell Clark May 2017
> The End of Chinese Yuan Bear Market? Russell Clark April 2017
> Japan - On-the-Ground Observations – Zombie Borrowers and Real Estate Downturn Shannon McConaghy March 2017
> A Bull Case for Europe Stephen Roberts March 2017
> Mall Rats Russell Clark March 2017
> The End of the Bear Market for Iron Ore Russell Clark January 2017