Tonight Happy Hour/Strategy Session, two of the most tenured and highly regarded Long Only Natural Resource investors in the world. We are very grateful to these great guys for doing a call at a time when we are hardly “victory lapping”. Oils and Oils Alpha Performance Source: Bloomberg, Sankey Research Actually, we equity peeps are out-performing the oil (and gas) commodity. By some way. That frankly worries me, but I get it. Source: Bloomberg, Sankey