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We Haven’t Seen the Third Act Yet
The Compound and Friends
Commodity Stocks - Are You Just Passing That Along?
Commodity stocks are cheap because they're paying out huge dividends, right? They're gushing cash. This, i think wats weird as i think they're pricing in some kind of political risk. If it's going to cost you five, six dollars a gallon for an extended period of time, they can't keep those expanding profits without a lot of political unrest. That's keeping a lit otherwise, why else would they be so cheap.
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