CC Simple #1; Positioning for The Energy Rebound?
Do you chase returns or do you invest when there is blood? Energy Y/Y earnings growth an absolute shit-show for Q3 2024, but this is history. What is the cheapest sector in the SP500?
Welcome to CC Simple #1.
A new section in the Corporalis Commodis Substack is now open; CC Simple.
CC Simple is aimed for both paid and free readers.
This is the first CC Simple article. CC Simple is intended for shorter letters. I usually provide large and in depth letters “The Real Deal”, but from time to time shorter letters will be provided in the ca…
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