Monday, February 10, 2020

The ESG challenges to energy investing

I received a ton of comments from my post three weeks ago on the energy sector (see Energy: Value opportunity, or value trap?). I engaged in multiple long email discussions with several readers on different aspects of that post. This is a follow-up to the publication address two main issues that were raised:
  • The impact of the solar cycle hypothesis on the Earth's climate, and as a bullish catalyst for the energy sector
  • How to investing in energy stocks in the new ESG era.
The full post can be found here.

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