1st Quarter 2017 Letter to Investors
- rmhbarnard
- Apr 9, 2017
- 1 min read
We check in on the Trump Trade after the first 100 days, through the lens of the prisoner's dilemma, we look at the oil and gas industry as it grapples with low-cost oil and plausible substitutes, and we examine the winners and losers of cheap energy.
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