Horseman Capital concludes that US shale boom was responsible for multiplier effect to US economic growth and that boom is coming to an end https://www.horsemancapital.com/marketviews/russell-clark/2018/10/will-the-end-of-the-shale-boom-coincide-with-the-end-of-us-outperformance . This will not only lead to reversal in US equity outperformance to rest of world but will also lead to spike in oil prices