www.southofwallstreet.com
As a general rule, I fade 'bonanzas.' Shale Gas is the mother of them all. Leverage, Hope, and Commodity Prices.
I'm particularly interested in the short side of the Gas E&P's. While I've hated them for quite a while based on the fact that the math doesn't work. This article was the trigger for my first dark side wager despite the fact that this is the only industry creating jobs in America.
Statements such as the following indicate that CEO's in the
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