A Contrarian’s Guide to Playing Energy Stocks

By Nicholas Vardy It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.
– Charles Dickens, A Tale of Two Cities
This quote from Charles Dickens’ novel set in the time of the French Revolution sums up well investor sentiment in the energy sector in 2020.
The conventional narrative surrounding the energy sector today goes something …read more

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