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The Curious LP's avatar

Great work, really enjoyed this piece. Question - you mentioned in your “growing but slowing” article you’d do a deep dive into the Macro Growth Composite and each of its components. Are you still planning to do so? Would be really interested to learn more.

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Mike's avatar

Even if energy pulls back a bit due to demand destruction (price or recession) are you in the energy is in a structural bull market camp?

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