Nat Gas

been sliding like crazy. is it time to go balls deep into nat gas bros?

EInhorn disclosed a stake earlier although the oversupply is scary

Einhorn disclosed a stake in what? He’s made a killing shorting producers.

http://www.bloomberg.com/news/articles/2016-05-02/einhorn-s-greenlight-buys-yelp-takes-macro-bet-on-natural-gas

That explains why everything FUM related has been on a tear. The transaction cost of these hedgies must be enormous. Add that to fees, no wonder the average hedge fund’s return is equivalent to one-half treasuries historically. Does anybody you know pay 2/20? Incredible.