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…