The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Clean, cheap or Reliable. Pick 2.

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Cyclical Value Investing
Oct 18, 2021
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When I was a student we had a (lame) joke you had 3 things to do in your life.

Sleep / Social life / Work-Study / Pick 2 only.

You could have a blast and study but be exhausted.

Study and be healthy but miss on parties and making friends.

On sleep and party, but fail your exams.

Energy policy is seemingly offering a similar choice. You can have clean, cheap,…

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