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The Weekly Brief

The Weekly Brief

Von: Dominion Research
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 Weekly investment insights on financial markets from the research team at Dominion Asset Management.Dominion Research Persönliche Finanzen Ökonomie
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  • Old King Coal Isn’t Dead Yet

    Old King Coal Isn’t Dead Yet
    Jun 12 2023

    Misguided energy policy raises the probability of short-term energy shortages.  Any unforeseen event or interruption of supply can create shortages that are much worse because of the lack of flexibility in the global supply chain for energy to meet the unanticipated demands of the crisis in question.
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    6 Min.
  • Who Wins the Electric Car Race… We Don’t Care!

    Who Wins the Electric Car Race… We Don’t Care!
    Jun 5 2023

    We as investors are faced with seismic changes in markets and the industries we invest in via bond and equity markets. New technologies, demographic changes, climate change, these and many other sources of change often result in the old order changing, sometimes very rapidly.
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    7 Min.
  • Early Cycles Turning?  (Part 2)

    Early Cycles Turning?  (Part 2)
    May 29 2023

    This week we want to introduce another sector we think is exhibiting the characteristics of being at or close to cycle lows.
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    7 Min.
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