4 Comments
founding

I am so appreciative of your newsletter insights, but far more importantly the sharing of your knowledge on Opens. You have taught an old dog how to fish in the asymmetric investment world. For that I will be forever grateful.

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author

Thanks Allan, I appreciate that

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Thanks. Can you please confirm the two documents you have referred to are one and the same? Both link to the same file.

J.P. Morgan: Eye on the Market Annual Energy Paper | 13th Edition

Growing Pains: The Renewable Transition in Adolescence

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author

Yes same document

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