I suggest investors,traders stonk market gamblers do some of...

I suggest investors,traders stonk market gamblers do some of their own research into most companies strategy during the pandemic "It was risk off.
with new JV,s farm ins and anything that required Maj o r capital that required physical labour.I have a couple of businesses and believe me this pandemic brought home some truths and that is the government can effectively make us insolvent, just because houses are going up and the American stock market is in record territory doesn't translate into core fundamentals,business investment is lack lustre.Exon for eg have been paying down debt with the oil rally,they were really up against the wall .
Where does this put Emp ?
I'm thinking the lack of investment in gas globally is pulling the string back on the bow very hard, Emp could look very attractive soon,there will be a commodities boom as governments finally make the decision to live with the virus.Expecting some curve balls but a small proportion of my portfolio in Emp to me remains justified