Yesterday marked the end of US energy independence

I'm a macro guy. So you're not coming to Credit Writedowns for trades. But this macro idea - that the US is not going to stay a net exporter of energy for long - came from a trade idea over a month ago. So, let me take you my thinking on this and how I arrived at my conclusion.

If you develop trade ideas based on my thesis, I will be happy to have helped…

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