Launched just had a question. Is your wds short company specific or are you also considering the price outlook for both oil and gas?
atm, I’m thinking being short tech due to hover for longer interest rates and also long natural gas as we realise it’s been set up as the “bridge” to a renewable future, whatever that looks like.
curious to know what you and others thing about the energy complex. A downside risk is a global recession, and if China and Europe are any indication, it could be looming.
almost seems like stagflation is inevitable if we aren’t already there.
17/07 Indices, page-123
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