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Entries from December 2008

Energy stocks offer an enormous bargain

December 3rd, 2008 · 1 Comment

We have argued it before, long-term, as a result of the fundamental growth story of populous nations whose inhabitants want, and can increasingly afford, a middle-class life which is MUCH more energy intensive, demand for energy is structurally rising, and supply is struggling to keep up. The results are quite predictable…

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