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Ahead of what will be a holiday week off to celebrate America’s Birthday, we have five thoughts we wanted to share this week around key themes, research ideas, and some what ifs that we are thinking about:
(1) What will it take to get the traditional energy sector, in particular those exposed to the crude oil value chain going again?
(2) Private versus public company mindset and opportunities,
(3) Domestic coal.
(4) "Some of the above" as the correct macro framework for specific regions.
(5) A changing Middle East.
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⚖️Disclaimer
I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.
📜 Credits
Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.
This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.
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