The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Boring, Steady, Profitable, RusHydro (HYDR)

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Cyclical Value Investing
Nov 03, 2021
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I have in the recent posts, for those who follow my Twitter, and the last report about Transocean/RIG, documented briefly the insanity of Western energy policy.

Intermittent, unpredictable energy sources like solar and wind cannot be the dominant part of the electricity production energy mix. If you want on top of that electrify everything, you make extr…

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