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H.L. Hunt’s Wives 🍍
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Ok it’s time for the $BP thread. I will demonstrate that BP is a terrible company to interact with in any way, whether you work there, doing business with BP,
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The next recession will be caused by an extreme rise in energy/transportation costs.Hopefully a short thread1/ The Fed’s commitment to near-zero rates and acceptance of higher inflation sets this up
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For all the new #EFT members: A primer on E&P investing:1. A long only strategy in E&P companies IS a commodity bet. Long term shale co-WTI return correlations sit 35-60%.
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