Rick Rule has been successfully navigating the commodities sector for a couple of decades.
Today, that is the most beaten down area of the market.
With respect to energy, Rule thinks that there is going to be a dramatic impact on U.S. shale drillers as they are both the most leveraged to oil and carry the most leverage.
He actually sees even bigger trouble for the energy services companies which are going to see demand for rigs plummet. While the producers will limp through, the energy services companies are going to see cash flow disappear completely.
