Time Value & The Value of Time: OXY Warrants
March 12, 2021
This is a quick missive to our subscribers. As you know one of our main themes going into 2021 and likely 2022 is that an energy shortage may be brewing because a structural undersupply is colliding head-on with rising demand. Thus, we’ve been pre-positioning in energy stocks and other derivatives. Since the sector has received scant attention for th…