macroalf - Alfonso Peccatiello, talks alot supporting prices for the impending recession. very interesting to compare when we are in the full swing of a commodities cycle. furthermore does the concern about historic losses on o&g investment hold firm in the memories of investors and preventing new investment? 2 years of big returns are still not enough?
makes me think why BRK is not performing as one would expect.
Ann: Quarterly Activities Report and Appendix 5B - December 2022, page-36
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