Haymaker Daily
On risks, calls, and "strait" uncertainty
Hello, Subscribers:
In the distant past, like December, when the energy sector was viewed as dead money, and pundits such as Jim Cramer were telling the world to avoid oil stocks, this newsletter pointed out that there was a Zero Geopolitical Risk premium in the price of crude. In fact, when oil was trading in the $50s, one could have argued the risk premium was negative.
