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Pastimes : The Philosophical Porch
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To: chip who wrote (12850)3/25/2022 11:10:20 PM
From: Rarebird  Read Replies (1) of 26251
 
I just listened to the webinar, all of it. Lots of great insights there. It confirms lots of things I already knew, but haven't taken seriously enough. The major problem with supply in the oil market is that the institutions have demanded that the energy companies become lean and mean and focus on buybacks and increasing their dividends. I already knew this. I just did not take seriously enough consequences of these actions. Imagine, the big money, the institutions have demanded that the oil companies minimize drilling ( supply) and become dividend paying stocks with great balance sheets. Well, they got what they asked for!!

I already have exposure to the commodity markets, but will look to increase my exposure somewhat.

Thanks for posting.

I did subscribe for future webinars.
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