The Inversion Investor

The Inversion Investor

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The Inversion Investor
The Inversion Investor
Short Oil - Long Stocks - Ring a Bell?
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Short Oil - Long Stocks - Ring a Bell?

We rang it before it rang on the floor this morning

Thomas John Southerton's avatar
Peter Pham's avatar
Thomas John Southerton
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Peter Pham
Apr 25, 2022
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Short Oil - Long Stocks - Ring a Bell?
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BRIGHT MONDAY. The term used for Orthodox Easter Monday. 25th April 2022.



THE THESIS


In our recent piece from 22nd April MAYDAY! SELL ALL COMMODITIES - LONG EQUITIES NOW, we suggested to watch out for event driven changes in the markets. Price action now indicates that a de-risking has happened in the commodity space, hence the alleviation of recent high …

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