Journal to portfolio afterlife

[portfolioafterlife]

E' una coincidenza, poi scenderanno con la recessione mondiale

 

[portfolioafterlife]

I conti li faremo alla fine, quanto costerà all'Europa la guerra dell'energia?

 

[portfolioafterlife]

 

[portfolioafterlife]

Ops, questo non ce lo avevano detto.

 

[portfolioafterlife]

Secondo me alcune navi petroliere si "accontenteranno" di fare la sola tratta Russia-Asia, avanti e indietro, con assicurazioni non occidentali, per mesi o per qualche anno. Le sanzioni non saranno per sempre o qualcuno crede ancora alle favole?

 

[portfolioafterlife]

 

[portfolioafterlife]

With the oil market now confirming that the range is somewhere between $80 to $125, what we should expect going forward are the following:

• Energy stocks will now price in a higher floor. Investors will start to underwrite energy companies using a higher base oil price, which should start seeing a change in the trading multiples.

Oil - If It Wasn't Obvious Before, It Is Obvious Now

US oil demand is bottoming. Check out a few things that happened in the oil market today that made the obvious a little more obvious.

seekingalpha.com

 

[portfolioafterlife]

Let us look at the European gas market.

https://twitter.com/x/status/1582877610622988288

 

[portfolioafterlife]

 

[portfolioafterlife]