CFZ E-Wiggle Workspace Message Board

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Strategies & Market Trends : CFZ E-Wiggle Workspace

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To: skinowski who wrote (39982)	10/15/2023 9:23:49 PM
From: robert b furman	Read Replies (1) of 41471

Hi ski, Equity clock has the seasonality at its highest from 7/23 to 9/20. Then a little thing like war In Israel happened. I also think that seasonality may well be surprised by the ESG and its correlated under investment in fossil fuels for years. When chronic growing demand (read that emerging markets) meets underinvestment (resulting in supply shortages) - read that the hype of the NEW GREEN DEAL and its regulation overload and withdrawal of future exploration areas ,seasonality can become the secondary nondriving influence. Note I did not say it is different this time. <smile> Bob

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