Oil at 42! We have a bit of reflation.
Kind of a White Swan, I was not expecting this so soon, I had Q3 but production start looks like Q1 and solutions by Q2. I am gladly proved wrong. Covid is now a fair coin toss and we can bring back our other sectors into the portfolio.
Big tech is not yet sharing the good news in NASDEQ, and it is interesting to watch how it is different.
My priors, my priors, God saved my priors twice.
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