Day: October 20, 2020

Energy in the Icahn-ic Green Room

[…]The opportunity in today’s market looks stark, just like the 1970’s did to David Dreman. The battle lines are drawn between the green wing and red wing investors, how they attained their wealth and the weight of it. The real question is what you do with this. Despite the odds that history would argue in favor of what we’ve laid out in this piece, there is an intense urge by investors to go to the most exciting part of the casino. […]

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