I had blogged earlier about how some fund managers think that natural gas is a good bet. Nikhil Shah reverted with this Stratfor video which makes the opposite case and is a must watch
Categories
Day: May 6, 2012
Categories
What was that again?
Three basic principles for macro investing:God is dead, life is absurd and there are no rules. In other words, you are on your own and you must take ownership of your own destiny.-Hugh Hendry in his letter to investors