Among others, Harris Kupperman, founder and CIO of successful hedge fund Praetorian Capital - has for some time been predicting the current energy crisis and has been long energy for the past 12-18 months.
He has an excellent track record at getting these kinds of major structural calls right, so his opinions are probably worth some contemplation, at a minimum.
The picture that "Kuppy" paints might not be anyone's central case scenario today, and I'm not sure exactly what the odds of "oil goes parabolic and the NASDAQ detonates" are, but whatever those odds are, they have undoubtedly been shortening over the course of the past 6 months:
[Source: https://adventuresincapitalism.com/2021/09/29/will-esg-create-the-next-lehman-moment/]
Among others, Harris Kupperman, founder and CIO of successful...
-
- There are more pages in this discussion • 30 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add HZN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
20.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $324.6M | |||
| Open | High | Low | Value | Volume |
| 20.0¢ | 20.5¢ | 19.5¢ | $334.2K | 1.670M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 37 | 440510 | 19.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 20.0¢ | 479345 | 1 |
View Market Depth
| Last trade - 16.10pm 29/07/2024 (20 minute delay) ? |
| HZN (ASX) Chart |