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The two most insightful essays I've read on oil came from a hedge fund that had a giant long position, and a commodity trader with a giant short position. You c
by byrneseyeview 18y ago
The two most insightful essays I've read on oil came from a hedge fund that had a giant long position, and a commodity trader with a giant short position. You can fund a lot of research, and a lot of farting around with facts and figures, if you have billions of dollars riding on the outcome.
- epe 18y agoThose essays sound interesting -- any chance you have a link handy?
- byrneseyeview 18y agoOne of them is Clarium Capital's Crude Approximations, which used to be on their site, but is no longer accessible. Email me for a copy. The other is www.venerosoassociates.com/Part%20I%20II%20Worldbank%20Presentation%205607.pdf