Hope for alternative forms of energy if you like, but invest in crude
Because I’m a dork, I’ve made a habit of reading the quarterly reports of hedge-fund managers whose thinking I admire. After all, these guys have billions on the line and can afford to conduct original research far more creative and wide-ranging than even that of a giant financial-services company, which must stick to narrowly defined sectors and company sizes within those sectors. Continue reading ‘BET ON OIL’
