Sunday, April 27, 2014
A BIG ENERGY STORY
We have been long energy for some time. Coming into this year energy was supposed to be a no-show as far as many pundits were concerned.
Supply was plentiful, geopolitical turmoil and economic demand with concern about a China slowdown and EU deflation captured much of the MSM's attention. Meanwhile, some continue to believe energy is the big story.
And a big part of that big story, at least indirectly if not more so, is the Ukraine situation. Will it spread or be contained? Here's one view.
http://t.ritholtz.com/bigpicture/#!/entry/containing-ukraine,535ad6cb025312186cfd0dc9
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment