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The Compound and Friends

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Navigating the Energy Investment Landscape

This chapter examines the dynamics of oil and gas ETFs, discussing key players like Occidental and Chevron and the evolving sentiment toward energy investments. It highlights the peculiarities of the coal market, including the surprising rise of Peabody Energy amid shifts in ESG considerations. The conversation extends to metals and lithium investments, offering insights on market trends and potential strategies for navigating recent downturns.

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