AMZN - Nothing Available At Any Price

• The embracement of price insensitive and valuation insensitive investing has exacerbated and amplified a brewing supply-side commodity crisis led by an energy crisis.
• Capital starvation is the root cause of the surge in energy prices, yet few are studying the supply cycle right now.
• For this reason, short-term fixes, like selling oil from the strategic petroleum reserve, will only be band-aids that will not heal a much bigger wound.
• What is the solution then? The answer is simple. The market needs to be allowed to send pricing signals that ultimately provide an incentive for supply, and balance supply and demand.
• The end result is going to be a secular bull market in commodities and commodity equities, which very few investors are prepared for right now.

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