Ripple In The Pond – Oil & Gas In 2022
Happy New Year friends and investors! What an amazing new year it is likely to be. Like a bolder dropped in a pond, the virus produced a huge implosion of corporate growth in 2020 and an unprecedented explosion of growth in 2021. Extending the ripple-in-a-pond metaphor we might expect that these waves will diminish in magnitude and then settle. But when and how bumpy will the waves be in 2022? And which sector(s) will possibly be causing it. Q4 2021 hedge fund letters, conferences and more Historically Negative CombinationComplicating things is a surge in inflation that is likely to persist th...