Postcards: Thanks, Uncle Warren
The trade of the year is not in AI or high beta stocks. It's in Occidental Petroleum (OXY). This has been my most profitable trade of 2023... and we're only "halfway" done thanks to Warren Buffett.
Thursday, June 29, 2023
Dear Fellow Expat:
Everyone has a favorite Uncle.
The uncle who let you have a beer underage. The one who wouldn’t tell your parents when you did something wrong. The one who bai…
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