03.05.2012 - Top commodities manager: why I am shorting US shale
The shale oil and gas revolution in the United States will irrevocably alter the energy landscape globally in a decade’s time, but for now, betting against these names will reap rewards. That is the view of Pactum Asset Management’s Simon Wainwright, lead manager on the long/short equity, commodities specific Globersel Pactum Natural Resources fund...............................................Full Article: Source
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