Five Toronto traded, debt free oil producers compared
In past oil cycles, what destroyed capital was excessive debt and high cost growth combined with falling commodity prices. We can't control the price of oil, but we can invest in low leverage!
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It's Q3...finally
Mea Culpa
Well, I was wrong about the Iran War and Strait of Hormuz closure. I wasn't wrong about the war happening, I wasn't wrong about the strait being closed. I was one of the very few who predicted that in advance against a chorus of "that
Position sizing
