Ted Franks

Noisy signals at the end of the Age of Oil


At the risk of stating the obvious: there is a lot going on at the moment.  The COVID-19 pandemic is changing the very fabric of society.  We’ve had to carefully re-evaluate every position we hold in the last two months.

Usually our focus on long-term signals makes it relatively easy to screen out the noise, which tends to be shorter term.  At the moment, even the noise is long-term.  Read more …

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