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3 “elastic bands” MM are monitoring closely

In Wednesdays Portfolio Positioning Report we illustrated the logic behind our bullish stance towards global energy names into 2022 with the disconnect between the underlying crude price and oil stocks feeling like it’s become way too stretched even if we are seeing a strong ESG move by mandated fund managers.

NB ESG stands for the Environment, Social and Governance, or in simple terms ethical and social investing.

MM remains bullish the Energy Sector
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Woodside Petroleum (WPL) V Crude Oil ($US/barrel)
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