Although industry fundamentals have markedly improved and crude prices have soared since February, there are still some energy bears. Given that it’s always good to hear what the other side is thinking, let’s analyze the long term bearish thesis for crude by the fund Sui Generis, which was up 9.38% year-to-date net of fees and expenses as of August 31.
Given that the fund’s thesis is also relevant to integrated oil giants such as BP plc (ADR) (NYSE:BP), Exxon Mobil Corporation (NYSE:XOM),...
