Livermore Partners commentary for the second quarter ended June 30, 2018.
[timeless]
Q2 hedge fund letters, conference, scoops etc
Summer of 2018: It’s all about China, Tariffs…Brent crude (along with Tesla) potentially heading to $150 by 2020.
To Partners:
2018 performance continues to be strong for Livermore Partners. Even in the face of a turbulent global backdrop, we continue to benefit from a strong US market and Brent crude pricing. Which given lack of re-investment, is finally in position to hold a strong price band($70-80/bbl) with spike potential to $150/bbl, especially given geopolitics and sanctions globally taking center stage.
The interesting dynamic today is that even with all the political discord, US...
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