What If Both Sides Of The ESG Debate Are Right About US Majors’ Oil And Gas Investments, But For The Wrong Reasons?

My hypothesis is that US majors underinvest both in renewables and in oil and gas needed to get us through the energy transition. Perhaps, the right question, addressed to both the anti and pro ESG wi...

A Closer Look At The Investment Thesis Underlying Vivek Ramaswamy’s New ETF Named DRLL

XLE is a close substitute for DRLL and is only a fourth as expensive. DRLL’s claims that oil and gas equity prices will go up by 2X-3X assumes that the Ukraine induced spurt in oil prices is the new n...