Danny Dayan
@dannydayan5
Ex Hedge Fund Manager; Global Macro Volatility Portfolio Manager.
Chicago Booth MBA & CFA. My views do not consist of investment advice.
ID: 1580608068152426502
https://dannydayan.substack.com/ 13-10-2022 17:15:17
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My oil model flagged it as cheap since April, and I told clients to expect Iranian negotiations to fail and a strike to come. Admittedly, they did better than me on this trade but that makes me just as happy. Update to the model and commodity outlook. dannydayan.substack.com/p/quick-oil-up…