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MacroVoices #295 David Hay: The Case for Greenflation

Macro Voices

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Is Energy Uninvestible? Or Is It a Contrarian Play?

Energy is by far the best performing sector this year. The dividend yealds on many of these counties are extremely high. If something's breaking out, it's likely to keep going. It's almost like math and fractles in real life. So i think one of the key takeaways here is that breakouts and breakdowns are important.

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