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I wanted to do a video as a follow up to my post yesterday and talk about recent events in Venezuela, how it might impact different energy subsectors, with a focus on $OIH and $SLB for example. I also took a look at some long term ratio charts for different assets and commodities of interest. I have included links below for stuff I talked about in the video, but it’s worth a watch for investors looking at where money might continue to flow in 2026.
Silver: A Broken Market Before a “Reset”? by Cyrille Jubert
Indonesia to cut mining output quotas to support prices, minister says. -Reuters
Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
By Ben Kelleran4.4
1616 ratings
I wanted to do a video as a follow up to my post yesterday and talk about recent events in Venezuela, how it might impact different energy subsectors, with a focus on $OIH and $SLB for example. I also took a look at some long term ratio charts for different assets and commodities of interest. I have included links below for stuff I talked about in the video, but it’s worth a watch for investors looking at where money might continue to flow in 2026.
Silver: A Broken Market Before a “Reset”? by Cyrille Jubert
Indonesia to cut mining output quotas to support prices, minister says. -Reuters
Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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