On: The Rules Apply To Everyone

[byrneseyeview]

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 → byrneseyeview]

Those essays sound interesting -- any chance you have a link handy?

[byrneseyeview → epe]

One 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