
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
Macro Voices
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Energy Companies, Energy Services and Exploration - What Is Interesting About That?
The energy companies have lost a lot more momentum than oil itself. uranium's been incredibly quiet for the last six months, trading in a sideways consolidation. wheat and these grains have not given back the gains the way gold and oil did. And i wonder whether that aly means that there's more upside on these.
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