GUT-CHECK TIME IN ENERGY

Is the energy trade crowded? And is it time to take it off? The 'tourist tries to answer these questions.

I’ve been lucky enough to have caught this energy rally. But, now I am in an awkward spot.

The financial doomer websites have embraced the “energy-to-the-moon” story wholeheartedly, and I find myself contemplating Groucho’s wisdom about not caring to be a member of any club that will have me as a member. Every time a trade has gotten this popular with …

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