6 Comments
Jul 19, 2022Liked by Open Insights

One day soon those Alphas will change their tune, and remind you that they were really crowing about energy for months. You just weren't listening closely. They will continue to crow and proclaim themselves king of the hill. And you can smile while listening to them telling everyone to pile in, as you cash out.

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Spot on! Those other roosters didn't have a clue a year ago and they don't have a clue now.

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Great piece. Wish i had a buddy like that myself.

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Brilliant observation, it really seems to be good for you to be on holiday ;-)

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Another great piece, thank you. When you refer to “quadrant models”, you weren’t perchance referencing Hedgeye at all? I use their process but, perhaps foolishly, remain invested in old school energy. Cheers John.

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Agree, but it will be interesting to watch just how long it takes all those noisy clueless roosters actually to wake up and what will prove the wake up call they can no longer ignore. We human beings have remarkable abilities to to keep ignoring the evidence.

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